Who Owns ProShares - Ultra Utilities (UPW)?Hedge Fund & Institutional Holders
Institutional Holders
10
as of Q4 2025
Total Institutional Value
$6460006000400.0T
% of Float Held
—
QoQ Change in Holders
+5 / -0
Price History
UPW — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| IMC-Chicago, LLC | New Position | +30K | +$646.0M |
| Beacon Capital Management, Inc. | New Position | +208 | +$4.0M |
| Garton & Associates Financial Advisors LLC | New Position | +1K | +$26K |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +20K | +$0 |
| UBS Group AG | New Position | +14 | +$0 |
| TOTH FINANCIAL ADVISORY CORP | Increased | +131 | +$0 |
| MORGAN STANLEY | Increased | +1 | +$0 |
| WELLS FARGO & COMPANY/MN | Increased | +1 | +$-36K |
| FIFTH THIRD BANCORP | Increased | +208 | +$-577K |
| OSAIC HOLDINGS, INC. | Increased | +21K | +$-675.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IMC-Chicago, LLC | 29,762 | $646.0M | 0.00% | Share |
| 2 | FIFTH THIRD BANCORP | 280 | $6.0M | 0.00% | Share |
| 3 | Beacon Capital Management, Inc. | 208 | $4.0M | 0.00% | Share |
| 4 | Garton & Associates Financial Advisors LLC | 1,200 | $26K | 0.01% | Share |
| 5 | TOTH FINANCIAL ADVISORY CORP | 175 | $3K | 0.00% | Share |
| 6 | MORGAN STANLEY | 2 | $0 | 0.00% | Share |
| 7 | WELLS FARGO & COMPANY/MN | 1 | $0 | 0.00% | Share |
| 8 | UBS Group AG | 14 | $0 | 0.00% | Share |
| 9 | OSAIC HOLDINGS, INC. | 27,977 | $0 | 0.00% | Share |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 20,144 | $0 | 0.00% | Share |
UPW Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 10 | $656.0M | +5 |
| Q3 2025 | 5 | $682.5M | -5 |
| Q2 2025 | 10 | $2.3B | +3 |
| Q1 2025 | 7 | $4.2B | -1 |
| Q4 2024 | 8 | $2.7B | +1 |
| Q3 2024 | 7 | $1.1T | -2 |
| Q2 2024 | 9 | $986.5B | +0 |
| Q1 2024 | 9 | $313.4T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 10 institutional investors hold UPW (ProShares - Ultra Utilities). The largest holder is IMC-Chicago, LLC with $646.0M in shares. This quarter, 5 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own UPW?
As of Q4 2025, 10 institutional investors report holding UPW (ProShares - Ultra Utilities) in their 13F filings.
Who is the largest institutional holder of UPW?
The largest institutional holder of UPW is IMC-Chicago, LLC with $646.0M in shares.
Is institutional ownership of UPW increasing or decreasing?
This quarter, 5 institutions opened new positions in UPW and 0 closed their positions.