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UPW Institutional Ownership

ProShares Ultra Utilities
1W: +1.3% 1M: -12.8% 3M: -23.6% YTD: -17.9% 1Y: -21.8% 3Y: +55.4% 5Y: +28.3%
$18.20
+0.14 (+0.80%)
 
Weekly Expected Move ±4.1%
$17 $17 $18 $19 $20
ETF AMEX · AUM $14.0M

Institutional Ownership — UPW

14
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
5
New Positions
1
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (16 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ENVESTNET ASSET MANAGEMENT INC 121,818 2M -116,734 -48.9% 11Q SEC ↗
2 IMC-Chicago, LLC 29,832 543K -3,825 -11.4% 3Q SEC ↗
3 FLOW TRADERS U.S. LLC NEW 12,406 226K — +0.0% 1Q SEC ↗
4 Atria Investments, Inc NEW 11,646 212K — +0.0% 1Q SEC ↗
5 StoneX Group Inc. NEW 10,051 183K — +0.0% 1Q SEC ↗
6 MERCER GLOBAL ADVISORS INC /ADV NEW 6,000 109K — +0.0% 1Q SEC ↗
7 OSAIC HOLDINGS, INC. 1,045 19K -1,691 -61.8% 26Q SEC ↗
8 FIFTH THIRD BANCORP 280 5K — +0.0% 4Q SEC ↗
9 Beacon Capital Management, Inc. 208 4K — +0.0% 5Q SEC ↗
10 TOTH FINANCIAL ADVISORY CORP 181 3K +1 +0.6% 12Q SEC ↗
11 Integrated Wealth Concepts LLC NEW 42 1K — +0.0% 1Q SEC ↗
12 MORGAN STANLEY 1 0K — +0.0% 11Q SEC ↗
13 WELLS FARGO & COMPANY/MN 1 0K — +0.0% 15Q SEC ↗
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -12,710 -100.0% 1Q SEC ↗
15 UBS Group AG 0 0K -14 -100.0% 1Q SEC ↗
16 Garton & Associates Financial Advisors 0 0K -1,200 -100.0% 1Q SEC ↗

Recent Activity

New Positions (5)
Sold Out (3)
HolderPrev SharesPrev Value
SUSQUEHANNA INTERNATIONAL GROUP, LL 12,710 231K
Garton & Associates Financial Advis 1,200 22K
UBS Group AG 14 0K
Biggest Increases (1)
HolderAddedChange %Total Shares
TOTH FINANCIAL ADVISORY CORP +1 +0.6% 181
Biggest Decreases (3)
HolderReducedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC -116,734 -48.9% 121,818
IMC-Chicago, LLC -3,825 -11.4% 29,832
OSAIC HOLDINGS, INC. -1,691 -61.8% 1,045

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms