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ProShares Ultra Silver

29 hedge funds and large institutions have $11.4M invested in ProShares Ultra Silver in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

31% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $9.96M

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

16% more funds holding

Funds holding: 2529 (+4)

0.2% more ownership

Funds ownership: 3.29%3.48% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $11.7M → $11.4M (-$337K)

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
5
Reduced
4
Closed
5
Calls
$13.1M
Puts
$9.96M
Net Calls
+$3.13M
Net Calls Change
-$5.23M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NewEdge Advisors
Louisiana
$2.41M -$46.8K -1,648 -2%
SL
2
Savior LLC
Massachusetts
$1.9M -$492K -17,334 -18%
Simplex Trading
3
Simplex Trading
Illinois
$1.56M +$1.47M +51,952 +459%
GS
4
GTS Securities
New York
$903K +$210K +7,391 +25%
AWM
5
Axxcess Wealth Management
California
$701K +$808K +28,470 New
Citadel Advisors
6
Citadel Advisors
Florida
$645K +$744K +26,226 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$552K -$125K -4,420 -16%
Morgan Stanley
8
Morgan Stanley
New York
$522K -$176K -6,214 -23%
RW
9
RVW Wealth
California
$418K
Bank of America
10
Bank of America
North Carolina
$410K +$473K +16,671 New
RWP
11
RWA Wealth Partners
Massachusetts
$292K +$336K +11,848 New
DBT
12
Dubuque Bank & Trust
Iowa
$259K +$298K +10,515 New
QC
13
Quadrature Capital
United Kingdom
$226K +$261K +9,200 New
HCM
14
Hollencrest Capital Management
California
$121K
JP Morgan Chase
15
JP Morgan Chase
New York
$99.3K +$33.6K +1,184 +42%
FHA
16
First Horizon Advisors
Tennessee
$88.6K
CHC
17
City Holding Co
West Virginia
$76K
AF
18
Allworth Financial
California
$52.1K
CWM
19
Compass Wealth Management
Connecticut
$24.8K
Citigroup
20
Citigroup
New York
$24.6K
UBS Group
21
UBS Group
Switzerland
$20.9K +$24.1K +851 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$17K
TRCT
23
Tower Research Capital (TRC)
New York
$12.8K +$10.4K +368 +242%
CIA
24
Cape Investment Advisory
Georgia
$9.23K
TWM
25
Tradition Wealth Management
Minnesota
$6K

AGQ Hedge Fund Activity: Q3 2023 in Review

29 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Silver (AGQ) for Q3 2023, worth a combined $11.4M — down 2.9% from $11.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AGQ positions and 5 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Simplex Trading, adding an estimated $1.47M. The largest seller was Jane Street, exiting entirely with an estimated $2.28M sold.

  • 29 institutional investors held ProShares Ultra Silver (AGQ) as of Q3 2023, up from 25 in Q2 2023.
  • Funds reported $11.4M of ProShares Ultra Silver stock for Q3 2023, down 2.9% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra Silver positions in Q3 2023 and 5 closed out, a net change of +4 holders.
  • The largest ProShares Ultra Silver buyer in Q3 2023 was Simplex Trading, an estimated $1.47M added.
  • The largest ProShares Ultra Silver seller in Q3 2023 was Jane Street, an estimated $2.28M sold.

Based on aggregated 13F filings for Q3 2023.