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ProShares Ultra Gold (UGL) Institutional Ownership

ProShares Ultra Gold logo
$114.34 -0.35 (-0.31%)
Closing price 04:00 PM Eastern
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$114.50 +0.16 (+0.14%)
As of 04:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for ProShares Ultra Gold (NYSEARCA:UGL)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$14.58M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$10.03M
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Skip Chart & View Institutional Buying and Selling Data

UGL Institutional Buying and Selling by Quarter

ProShares Ultra Gold Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 BNP Paribas Financial Markets3,163$296K0.0%-81.0%0.107%
2/10/2025 Corient Private Wealth LLC3,000$280K0.0%-47.4%0.102%
2/10/2025 EverSource Wealth Advisors LLC17,034$1.59M0.1%N/A0.577%
2/4/2025 Rothschild Investment LLC750$70K0.0%N/A0.025%
1/30/2025 Aveo Capital Partners LLC26,191$2.45M0.3%-63.3%0.888%
1/24/2025 China Universal Asset Management Co. Ltd.89,000$8.32M0.8%+221.3%3.017%
1/22/2025 Drive Wealth Management LLC3,426$320K0.1%N/A0.116%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,020$95K0.0%-84.7%0.035%
11/19/2024 Barclays PLC700$67K0.0%N/A0.024%
11/15/2024 Barclays PLC700$67K0.0%N/A0.024%
11/14/2024 Flow Traders U.S. LLC7,348$705K0.0%+24.2%0.249%
11/13/2024 BNP Paribas Financial Markets16,640$1.60M0.0%N/A0.564%
10/25/2024 China Universal Asset Management Co. Ltd.27,700$2.66M0.3%N/A0.939%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.6,663$639K0.2%N/A0.226%
10/7/2024 EWG Elevate Inc.14,744$1.41M0.6%N/A0.500%
8/2/2024 Aveo Capital Partners LLC33,681$2.60M0.3%-56.9%1.142%
7/30/2024 Kings Path Partners LLC1,017$78K0.0%N/A0.034%
6/10/2024Hamilton Wealth LLC3,000$217K0.1%N/A0.102%
5/16/2024 Innova Wealth Partners3,053$221K0.2%-60.3%0.103%
2/8/2024 Innova Wealth Partners7,699$492K0.4%+87.9%0.252%
2/6/2024 Aveo Capital Partners LLC72,525$4.63M0.6%N/A2.378%
2/2/2024 Simplex Trading LLC4,277$273K0.0%N/A0.140%
1/24/2024 China Universal Asset Management Co. Ltd.8,000$511K0.1%N/A0.262%
11/6/2023 Cassaday & Co Wealth Management LLC8,525$448K0.0%-22.9%0.280%
10/23/2023 Innova Wealth Partners4,097$216K0.2%-5.8%0.134%
8/11/2023 Capasso Planning Partners LLC17,763$1.04M0.6%+29.6%0.582%
8/9/2023 Flow Traders U.S. LLC8,127$473K0.0%+8.1%0.266%
8/8/2023 Aveo Capital Partners LLC36,453$2.12M0.3%-58.1%1.195%
7/14/2023 IMC Chicago LLC21,953$1.28M0.0%+53.9%0.675%
7/13/2023 Innova Wealth Partners4,348$253K0.2%-7.2%0.134%
5/3/2023 Aveo Capital Partners LLC86,915$5.48M0.7%+136.8%2.674%
5/2/2023 Capasso Planning Partners LLC13,704$864K0.5%N/A0.422%
4/25/2023 Innova Wealth Partners4,683$295K0.3%+6.2%0.146%
4/24/2023 IMC Chicago LLC14,261$899K0.0%N/A0.446%
4/24/2023Ahrens Investment Partners LLC1,300$82K0.0%-74.0%0.041%
2/10/2023 Keene & Associates Inc.4,000$221K0.2%N/A0.125%
2/9/2023Ahrens Investment Partners LLC5,000$276K0.1%N/A0.156%
2/7/2023 Cassaday & Co Wealth Management LLC10,968$606K0.0%N/A0.343%
2/3/2023 Aveo Capital Partners LLC36,698$2.03M0.3%N/A1.147%
2/1/2023 Bank of Montreal Can32,427$1.79M0.0%N/A1.013%
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1/31/2023 Hutchens & Kramer Investment Management Group LLC6,191$342K0.3%N/A0.193%
1/17/2023 Innova Wealth Partners4,411$244K0.2%N/A0.140%
11/29/2022 London & Capital Asset Management Ltd27,300$1.28M0.1%N/A0.827%
11/8/2022 IMC Chicago LLC57,098$2.68M0.0%-28.8%1.730%
11/7/2022 Evoke Wealth LLC8,699$408K0.0%N/A0.264%
11/4/2022 Simplex Trading LLC918$43K0.0%-29.5%0.028%
8/13/2022 Flow Traders U.S. LLC18,110$1.02M0.1%+107.3%0.458%
8/5/2022 IMC Chicago LLC80,163$4.53M0.0%-21.5%2.029%
8/5/2022 Aveo Capital Partners LLC13,975$790K0.1%-51.8%0.354%
5/12/2022 E Fund Management Co. Ltd.17,903$1.18M0.0%-13.5%0.348%
5/9/2022 Qube Research & Technologies Ltd1,380$91K0.0%N/A0.027%
5/2/2022 Simplex Trading LLC12,423$821K0.0%+127.8%0.230%
4/29/2022 TB Alternative Assets Ltd.19,100$1.26M0.4%N/A0.354%
4/28/2022Ahrens Investment Partners LLC800$53K0.0%-47.5%0.015%
4/21/2022 K.J. Harrison & Partners Inc5,955$394K0.1%N/A0.111%
4/19/2022 IMC Chicago LLC102,076$6.75M0.0%-13.6%1.908%
4/18/2022 Innova Wealth Partners3,339$221K0.2%N/A0.062%
2/10/2022 OLD Mission Capital LLC9,266$554K0.0%+3.3%0.206%
2/9/2022 BNP Paribas Arbitrage SA9,658$578K0.0%N/A0.215%
2/8/2022 Retirement Planning Co of New England Inc.868$51K0.0%N/A0.019%
2/8/2022 IMC Chicago LLC118,142$7.07M0.0%-26.7%2.625%
1/21/2022Ahrens Investment Partners LLC1,525$91K0.0%N/A0.039%
11/15/2021 Flow Traders U.S. LLC16,492$917K0.0%+45.3%0.418%
11/12/2021 OLD Mission Capital LLC8,966$498K0.0%-24.5%0.227%
11/12/2021 E Fund Management Co. Ltd.12,905$717K0.0%N/A0.327%
11/9/2021 Barclays PLC9,160$509K0.0%N/A0.232%
11/5/2021 IMC Chicago LLC161,206$8.96M0.0%+61.7%4.081%
8/24/2021 Flow Traders U.S. LLC11,350$649K0.0%-3.6%0.270%
8/16/2021Credit Suisse AG9,160$524K0.0%N/A0.218%
8/13/2021 OLD Mission Capital LLC11,878$680K0.0%N/A0.283%
8/12/2021 Simplex Trading LLC5,453$312K0.0%-57.3%0.130%
8/6/2021 IMC Chicago LLC99,723$5.71M0.0%+122.2%2.462%
8/4/2021 Envestnet Asset Management Inc.10,101$578K0.0%-3.1%0.249%
5/20/2021Axiom Investment Management LLC6,350$342K0.1%N/A0.161%
5/18/2021 Flow Traders U.S. LLC11,775$635K0.0%+55.7%0.298%
5/17/2021 Goldman Sachs Group Inc.4,200$226K0.0%N/A0.106%
5/13/2021Axiom Investment Management LLC6,350$342K0.1%N/A0.161%
5/12/2021 E Fund Management Co. Ltd.9,460$510K0.0%N/A0.239%
5/12/2021 UBS Group AG3,170$171K0.0%+43.0%0.080%
5/4/2021 Envestnet Asset Management Inc.10,421$562K0.0%N/A0.264%
4/14/2021 AdvisorNet Financial Inc1,100$59K0.0%N/A0.028%
2/10/2021Trellus Management Company LLC5,200$355K0.3%N/A0.128%
2/9/2021 Advisory Services Network LLC5,910$403K0.0%+30.6%0.146%
(Data available from 1/1/2016 forward)

UGL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UGL shares?

During the previous two years, 19 institutional investors and hedge funds held shares of ProShares Ultra Gold. The most heavily invested institutionals were China Universal Asset Management Co. Ltd. ($8.32M), Aveo Capital Partners LLC ($2.45M), EverSource Wealth Advisors LLC ($1.59M), EWG Elevate Inc. ($1.41M), IMC Chicago LLC ($1.28M), Capasso Planning Partners LLC ($1.04M), and Flow Traders U.S. LLC ($705K).Learn more on UGL's institutional investors.

Which institutional investors have been buying ProShares Ultra Gold stock?

Of the 16 institutional investors that purchased ProShares Ultra Gold stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Aveo Capital Partners LLC ($122.74K), China Universal Asset Management Co. Ltd. ($97K), IMC Chicago LLC ($21.95K), Capasso Planning Partners LLC ($17.76K), EverSource Wealth Advisors LLC ($17.03K), BNP Paribas Financial Markets ($16.64K), and EWG Elevate Inc. ($14.74K).

How much institutional buying is happening at ProShares Ultra Gold?

Institutional investors have bought a total of 334,325 shares in the last 24 months. This purchase volume represents approximately $25.89M in transactions.

Which ProShares Ultra Gold major shareholders have been selling company stock?

The following institutional investors have sold ProShares Ultra Gold stock in the last 24 months: Aveo Capital Partners LLC ($140.15K), BNP Paribas Financial Markets ($13.48K), Thurston Springer Miller Herd & Titak Inc. ($5.64K), Innova Wealth Partners ($5.23K), Ahrens Investment Partners LLC ($3.70K), Corient Private Wealth LLC ($2.70K), and Cassaday & Co Wealth Management LLC ($2.53K).

How much institutional selling is happening at ProShares Ultra Gold?

Institutional investors have sold a total of 173,426 shares in the last 24 months. This volume of shares sold represents approximately $13.36M in transactions.



This page (NYSEARCA:UGL) was last updated on 2/21/2025 by MarketBeat.com Staff
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