Proshares Ultra UtilitiesUPWETF
13F holders, Q3 2025 (September 30)7holders −2
2new positions
5sold out
$91.32avg. 13F price*
At the end of Q3 2025, 7 institutions reported holding Proshares Ultra Utilities (UPW) in their 13F filings, down 2 from Q2 2025. 2 opened new positions and 5 sold out. The largest holders were Osaic Holdings, Inc. ($676K), Envestnet Asset Management Inc. ($459K) and CX Institutional ($24K).
- Company
- Proshares Ultra Utilities
- CUSIP
- 74347R685
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $31K |
| Exits | 5 | $730K |
All 13F filers, Q2 2025 → Q3 2025: 354 shares bought and 30,458 shares sold, net −30,104 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Osaic Holdings, Inc. | 0.00% | Reduce -9.5% | 7,399 | $676K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -80.4% | 5,021 | $459K |
| CX Institutional | 0.00% | New | 266 | $24K |
| Fifth Third Bancorp | 0.00% | New | 72 | $7K |
| Beacon Capital Management, Inc. | 0.00% | No change | 52 | $5K |
| Toth Financial Advisory Corp. | 0.00% | Add +57.1% | 44 | $4K |
| Morgan Stanley | 0.00% | Reduce -96.0% | 1 | $119 |
"% of holder's portfolio" is UPW's weight in each manager's 13F, not the share of Proshares Ultra Utilities the manager owns.