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ProShares Ultra Gold (UGL) Institutional Ownership

ProShares Ultra Gold logo
$35.17 -0.52 (-1.46%)
Closing price 07/3/2025 05:00 PM Eastern
Extended Trading
$35.02 -0.15 (-0.43%)
As of 07/3/2025 05:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for ProShares Ultra Gold (NYSEARCA:UGL)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$8.39M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$6.20M
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UGL Institutional Buying and Selling by Quarter

ProShares Ultra Gold Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Everstar Asset Management LLC60,995$7.85M1.5%N/A1.694%
5/16/2025Jones Financial Companies Lllp2,648$341K0.0%+1,665.3%0.074%
5/14/2025Flow Traders U.S. LLC10,839$1.40M0.1%-81.3%0.301%
5/13/2025EverSource Wealth Advisors LLC12,187$1.57M0.1%-28.5%0.317%
5/12/2025Aveo Capital Partners LLC29,102$3.75M0.6%+11.1%0.756%
5/12/2025Simplex Trading LLC4,335$558K0.0%N/A0.113%
5/9/2025Cary Street Partners Financial LLC4,000$515K0.0%N/A0.104%
5/7/2025Drive Wealth Management LLC3,000$386K0.1%-12.4%0.078%
5/6/2025Innova Wealth Partners3,903$502K0.3%N/A0.101%
4/30/2025China Universal Asset Management Co. Ltd.27,700$3.57M0.3%-68.9%0.719%
4/28/2025Elevate Capital Advisors LLC1,645$212K0.2%N/A0.043%
4/23/2025PMV Capital Advisers LLC17,724$2.28M5.5%-16.9%0.460%
4/18/2025Mayfair Advisory Group LLC1,800$232K0.1%N/A0.051%
4/17/2025Partners Wealth Management LLC2,100$270K0.3%N/A0.059%
4/16/2025McElhenny Sheffield Capital Management LLC2,150$277K0.1%N/A0.061%
4/14/2025IMC Chicago LLC60,919$7.84M0.0%N/A1.716%
4/11/2025IAM Advisory LLC1,997$257K0.1%N/A0.056%
2/17/2025BNP Paribas Financial Markets3,163$296K0.0%-81.0%0.107%
2/10/2025Corient Private Wealth LLC3,000$280K0.0%-47.4%0.102%
2/10/2025EverSource Wealth Advisors LLC17,034$1.59M0.1%N/A0.577%
2/4/2025Rothschild Investment LLC750$70K0.0%N/A0.025%
1/30/2025Aveo Capital Partners LLC26,191$2.45M0.3%-63.3%0.888%
1/24/2025China Universal Asset Management Co. Ltd.89,000$8.32M0.8%+221.3%3.017%
1/22/2025Drive Wealth Management LLC3,426$320K0.1%N/A0.116%
1/14/2025Thurston Springer Miller Herd & Titak Inc.1,020$95K0.0%-84.7%0.035%
11/19/2024Barclays PLC700$67K0.0%N/A0.024%
11/15/2024Barclays PLC700$67K0.0%N/A0.024%
11/14/2024Flow Traders U.S. LLC7,348$705K0.0%+24.2%0.249%
11/13/2024BNP Paribas Financial Markets16,640$1.60M0.0%N/A0.564%
10/25/2024China Universal Asset Management Co. Ltd.27,700$2.66M0.3%N/A0.939%
10/11/2024Thurston Springer Miller Herd & Titak Inc.6,663$639K0.2%N/A0.226%
10/7/2024EWG Elevate Inc.14,744$1.41M0.6%N/A0.500%
8/2/2024Aveo Capital Partners LLC33,681$2.60M0.3%-56.9%1.142%
7/30/2024Kings Path Partners LLC1,017$78K0.0%N/A0.034%
6/10/2024Hamilton Wealth LLC3,000$217K0.1%N/A0.102%
5/16/2024Innova Wealth Partners3,053$221K0.2%-60.3%0.103%
2/8/2024Innova Wealth Partners7,699$492K0.4%+87.9%0.252%
2/6/2024Aveo Capital Partners LLC72,525$4.63M0.6%N/A2.378%
2/2/2024Simplex Trading LLC4,277$273K0.0%N/A0.140%
1/24/2024China Universal Asset Management Co. Ltd.8,000$511K0.1%N/A0.262%
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11/6/2023Cassaday & Co Wealth Management LLC8,525$448K0.0%-22.9%0.280%
10/23/2023Innova Wealth Partners4,097$216K0.2%-5.8%0.134%
8/11/2023Capasso Planning Partners LLC17,763$1.04M0.6%+29.6%0.582%
8/9/2023Flow Traders U.S. LLC8,127$473K0.0%+8.1%0.266%
8/8/2023Aveo Capital Partners LLC36,453$2.12M0.3%-58.1%1.195%
7/14/2023IMC Chicago LLC21,953$1.28M0.0%+53.9%0.675%
7/13/2023Innova Wealth Partners4,348$253K0.2%-7.2%0.134%
5/3/2023Aveo Capital Partners LLC86,915$5.48M0.7%+136.8%2.674%
5/2/2023Capasso Planning Partners LLC13,704$864K0.5%N/A0.422%
4/25/2023Innova Wealth Partners4,683$295K0.3%+6.2%0.146%
4/24/2023IMC Chicago LLC14,261$899K0.0%N/A0.446%
4/24/2023Ahrens Investment Partners LLC1,300$82K0.0%-74.0%0.041%
2/10/2023Keene & Associates Inc.4,000$221K0.2%N/A0.125%
2/9/2023Ahrens Investment Partners LLC5,000$276K0.1%N/A0.156%
2/7/2023Cassaday & Co Wealth Management LLC10,968$606K0.0%N/A0.343%
2/3/2023Aveo Capital Partners LLC36,698$2.03M0.3%N/A1.147%
2/1/2023Bank of Montreal Can32,427$1.79M0.0%N/A1.013%
1/31/2023Hutchens & Kramer Investment Management Group LLC6,191$342K0.3%N/A0.193%
1/17/2023Innova Wealth Partners4,411$244K0.2%N/A0.140%
11/29/2022London & Capital Asset Management Ltd27,300$1.28M0.1%N/A0.827%
11/8/2022IMC Chicago LLC57,098$2.68M0.0%-28.8%1.730%
11/7/2022Evoke Wealth LLC8,699$408K0.0%N/A0.264%
11/4/2022Simplex Trading LLC918$43K0.0%-29.5%0.028%
8/13/2022Flow Traders U.S. LLC18,110$1.02M0.1%+107.3%0.458%
8/5/2022IMC Chicago LLC80,163$4.53M0.0%-21.5%2.029%
8/5/2022Aveo Capital Partners LLC13,975$790K0.1%-51.8%0.354%
5/12/2022E Fund Management Co. Ltd.17,903$1.18M0.0%-13.5%0.348%
5/9/2022Qube Research & Technologies Ltd1,380$91K0.0%N/A0.027%
5/2/2022Simplex Trading LLC12,423$821K0.0%+127.8%0.230%
4/29/2022TB Alternative Assets Ltd.19,100$1.26M0.4%N/A0.354%
4/28/2022Ahrens Investment Partners LLC800$53K0.0%-47.5%0.015%
4/21/2022K.J. Harrison & Partners Inc5,955$394K0.1%N/A0.111%
4/19/2022IMC Chicago LLC102,076$6.75M0.0%-13.6%1.908%
4/18/2022Innova Wealth Partners3,339$221K0.2%N/A0.062%
2/10/2022OLD Mission Capital LLC9,266$554K0.0%+3.3%0.206%
2/9/2022BNP Paribas Arbitrage SA9,658$578K0.0%N/A0.215%
2/8/2022Retirement Planning Co of New England Inc.868$51K0.0%N/A0.019%
2/8/2022IMC Chicago LLC118,142$7.07M0.0%-26.7%2.625%
1/21/2022Ahrens Investment Partners LLC1,525$91K0.0%N/A0.039%
11/15/2021Flow Traders U.S. LLC16,492$917K0.0%+45.3%0.418%
11/12/2021OLD Mission Capital LLC8,966$498K0.0%-24.5%0.227%
11/12/2021E Fund Management Co. Ltd.12,905$717K0.0%N/A0.327%
11/9/2021Barclays PLC9,160$509K0.0%N/A0.232%
11/5/2021IMC Chicago LLC161,206$8.96M0.0%+61.7%4.081%
8/24/2021Flow Traders U.S. LLC11,350$649K0.0%-3.6%0.270%
8/16/2021Credit Suisse AG9,160$524K0.0%N/A0.218%
8/13/2021OLD Mission Capital LLC11,878$680K0.0%N/A0.283%
8/12/2021Simplex Trading LLC5,453$312K0.0%-57.3%0.130%
8/6/2021IMC Chicago LLC99,723$5.71M0.0%+122.2%2.462%
8/4/2021Envestnet Asset Management Inc.10,101$578K0.0%-3.1%0.249%
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5/20/2021Axiom Investment Management LLC6,350$342K0.1%N/A0.161%
5/18/2021Flow Traders U.S. LLC11,775$635K0.0%+55.7%0.298%
5/17/2021Goldman Sachs Group Inc.4,200$226K0.0%N/A0.106%
5/12/2021UBS Group AG3,170$171K0.0%+43.0%0.080%
(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, 27 institutional investors and hedge funds held shares of ProShares Ultra Gold. The most heavily invested institutionals were Everstar Asset Management LLC ($7.85M), IMC Chicago LLC ($7.84M), Aveo Capital Partners LLC ($3.75M), China Universal Asset Management Co. Ltd. ($3.57M), PMV Capital Advisers LLC ($2.28M), EverSource Wealth Advisors LLC ($1.57M), and EWG Elevate Inc. ($1.41M).Learn more on ProShares Ultra Gold's institutional investors.

Which institutional investors have been buying ProShares Ultra Gold's stock?

Of the 24 institutional investors that purchased ProShares Ultra Gold's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: China Universal Asset Management Co. Ltd. ($97K), Aveo Capital Partners LLC ($75.44K), IMC Chicago LLC ($68.61K), Everstar Asset Management LLC ($61.00K), 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 301,358 shares in the last 24 months. This purchase volume represents approximately $8.39M in transactions.

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

Of the 9 institutional investors that sold ProShares Ultra Gold's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aveo Capital Partners LLC ($89.69K), China Universal Asset Management Co. Ltd. ($61.30K), Flow Traders U.S. LLC ($47.07K), BNP Paribas Financial Markets ($13.48K), Thurston Springer Miller Herd & Titak Inc. ($5.64K), EverSource Wealth Advisors LLC ($4.85K), and PMV Capital Advisers LLC ($3.62K).

How much institutional selling is happening at ProShares Ultra Gold?

Institutional investors have sold a total of 228,767 shares in the last 24 months. This volume of shares sold represents approximately $6.20M in transactions.


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This page (NYSEARCA:UGL) was last updated on 7/5/2025 by MarketBeat.com Staff
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