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ProShares Ultra Gold
UGL

34 hedge funds and large institutions have $32.4M invested in ProShares Ultra Gold in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

57% more call options, than puts

Call options by funds: $8.62M | Put options by funds: $5.51M

19% more capital invested

Capital invested by funds: $27.4M → $32.4M (+$5.07M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

13% more funds holding

Funds holding: 30 → 34 (+4)

8.53% more ownership

Funds ownership: 36.22% → 44.75% (+8.5%)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
8
Reduced
7
Closed
6
Calls
$8.62M
Puts
$5.51M
Net Calls
+$3.11M
Net Calls Change
+$3.18M

Top Buyers

Rank Fund Capital Flow
1
CUAMC
China Universal Asset Management Company
China
+$5.95M
2
FTUS
Flow Traders U.S.
New York
+$4.91M
3
EWA
EverSource Wealth Advisors
Alabama
+$1.65M
4
HW
Hamilton Wealth
California
+$1.21M
5
Morgan Stanley
Morgan Stanley
New York
+$737K

Top Sellers

Rank Fund Capital Flow
1
ACP
Aveo Capital Partners
Colorado
-$4.38M
2
Jane Street
Jane Street
New York
-$3.48M
3
EE
EWG Elevate
California
-$1.41M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.31M
5
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$15.3K +$2.91K +120 +22%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$14K – – –
MFT
28
Moisand Fitzgerald Tamayo
Florida
$14K +$14.6K +600 New
GWM
29
Geneos Wealth Management
Colorado
$9.35K +$9.71K +400 New
SIS
30
Sound Income Strategies
Florida
$3.27K – – –
AA
31
AlphaMark Advisors
Kentucky
$2K – – –
KPP
32
Kings Path Partners
Texas
$1.22K -$97.2K -4,004 -99%
BBHC
33
Brown Brothers Harriman & Co
New York
$467 – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$93 +$97 +4 New
EE
35
EWG Elevate
California
– -$1.41M -58,976 Closed
NA
36
NewEdge Advisors
Louisiana
– -$387K -16,160 Closed
UBS Group
37
UBS Group
Switzerland
– -$238K -9,916 Closed
MG
38
Marex Group
– -$202K -8,440 Closed
AP
39
Aspect Partners
Virginia
– -$7K -292 Closed
Bank of America
40
Bank of America
North Carolina
– -$192 -8 Closed
1
2

UGL Hedge Fund Activity: Q4 2024 in Review

34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Gold (UGL) for Q4 2024, worth a combined $32.4M — up 19% from $27.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UGL positions and 6 closed out — a net gain of 4 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was China Universal Asset Management Company, adding an estimated $5.95M. The largest seller was Aveo Capital Partners, cutting an estimated $4.38M.

  • 34 institutional investors held ProShares Ultra Gold (UGL) as of Q4 2024, up from 30 in Q3 2024.
  • Funds reported $32.4M of ProShares Ultra Gold stock for Q4 2024, up 19% quarter-over-quarter.
  • 10 funds opened new ProShares Ultra Gold positions in Q4 2024 and 6 closed out, a net change of +4 holders.
  • The largest ProShares Ultra Gold buyer in Q4 2024 was China Universal Asset Management Company, an estimated $5.95M added.
  • The largest ProShares Ultra Gold seller in Q4 2024 was Aveo Capital Partners, an estimated $4.38M sold.

Based on aggregated 13F filings for Q4 2024.