Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr (UPW)

8 + Investors. Track Smart Money conviction in UPW. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — UPW

Based on 8 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UPW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 73% of 3.0Y peak

73% of all-time peak
8 funds currently hold this stock — 73% of the 3.0-year high of 11 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

4 buying5 selling
Last quarter: 5 funds reduced or exited vs 4 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 2 → 3 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

88% of holders stayed for 2+ years

88% conviction (2yr+) 0% medium 12% new
7 out of 8 hedge funds have held UPW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +312% but shares only +261% — price-driven

Value
+312%
Shares
+261%
Last quarter: the total dollar value of institutional holdings rose +312%, but actual share count only changed +261%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
⚠️

Saturation — most institutions already know this story

1 → 6 → 2 → 3 → 1 new funds/Q
New funds entering each quarter: 6 → 2 → 3 → 1. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 88% veterans vs 12% newcomers

88% veterans 0% 1-2yr 12% new
Entry-cohort mix of 8 holders: 7 (88%) are 2+ year veterans, 0 entered 1–2 years ago, and 1 (12%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 87% AUM from top-100 funds

87% from top-100 AUM funds
4 of 8 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in UPW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UPW

In 2026 Q1, 4 hedge funds were net buyers of UPW (1 opened a new position, 3 added to an existing one), while 5 reduced or exited (2 trimmed, 3 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 87% of total institutional value in UPW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 8.

Hedge Fund Ownership: UPW

How many hedge funds hold UPW — quarterly history vs. share price
Quarterly hedge fund ownership of UPW vs. share price

Market Analysis: UPW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UPW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Proshares Tr (UPW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UPW has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
UPW
-4.3%
SPY
+14.8%

UPW outperformed SPY by -19.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
UPW
+6.0%
SPY
+1.0%

Since the filing became public, UPW outperformed SPY by +5.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: UPW
8 + Investors

Track Smart Money conviction in UPW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 8 10 -20.0%
13F Shares 288K 80K 261.22%
Total Value $7M $2M 312.1%
New Positions 1 3 -2
Increased Positions 3 7 -4
Closed Positions 3 1 +2
Reduced Positions 2 0 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UPW

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Institutional Holders (2026 Q1)

8 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UPW. Verified SEC 13F-HR filings.

QUARTER:
Top 8 UPW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Envestnet Asset Management Inc 0.00% 238,552 $5.9M
2 Toth Financial Advisory Corp 0.00% 180 $4K
3 IMC-Chicago, LLC 0.00% 33,657 $834K
4 Osaic Holdings, INC. 0.00% 2,736 $68K
5 Susquehanna International Group, LLP 0.00% 12,710 $315K
6 Fifth Third Bancorp 0.00% 280 $7K
7 Wells Fargo & Company/Mn 0.00% 1
8 Morgan Stanley 0.00% 1
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Proshares Tr (UPW)

What does the Smart Money Trend signal show for UPW?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UPW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UPW?

More sellers than buyers — 44% buying: Last quarter: 5 funds reduced or exited vs 4 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UPW holders?

Elite ownership — 87% AUM from top-100 funds: 4 of 8 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in UPW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UPW?

88% of holders stayed for 2+ years: 7 out of 8 hedge funds have held UPW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Proshares Tr (UPW) following the 2026 Q1 hedge fund 13F filings?

As of today, UPW has moved +6.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.0% for the SPY sector ETF — an outperformance of +5.0%. Since the quarter end (March 31, 2026), UPW has gained -4.3% vs +14.8% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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