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ProShares Ultra Gold

17 hedge funds and large institutions have $7.54M invested in ProShares Ultra Gold in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $1.71M

10% more capital invested

Capital invested by funds: $6.85M → $7.54M (+$685K)

1.96% more ownership

Funds ownership: 29.44%31.4% (+2%)

6% less funds holding

Funds holding: 1817 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
4
Closed
6
Calls
$4.98M
Puts
$1.71M
Net Calls
+$3.26M
Net Calls Change
-$666K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$1.76M -$424K -43,292 -20%
VF
2
Virtu Financial
New York
$1.66M +$1.38M +140,400 +618%
EMR
3
Errol M. Rudman
$1.2M
GG
4
GenWealth Group
New Jersey
$764K +$706K +71,992 New
SG Americas Securities
5
SG Americas Securities
New York
$647K -$314K -32,000 -33%
Parallax Volatility Advisers
6
Parallax Volatility Advisers
California
$407K
Citadel Advisors
7
Citadel Advisors
Florida
$396K -$511K -52,112 -57%
MHS
8
M Holdings Securities
Oregon
$255K -$32.2K -3,280 -12%
SGS
9
Sterling Global Strategies
California
$250K +$241K +24,596 New
Morgan Stanley
10
Morgan Stanley
New York
$110K +$14.6K +1,492 +16%
Bank of America
11
Bank of America
North Carolina
$41K
APSP
12
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K
SWP
13
Stratos Wealth Partners
Ohio
$8K +$7.84K +800 New
CA
14
Calton & Associates
Florida
$6K +$5.69K +580 New
LIA
15
LS Investment Advisors
Michigan
$5K
RIA
16
RPG Investment Advisory
California
$3K
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.33K +340 New
FTUS
18
Flow Traders U.S.
New York
-$212K -21,408 Closed
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$210K -21,368 Closed
Simplex Trading
20
Simplex Trading
Illinois
-$150K -15,248 Closed
ASN
21
Advisory Services Network
Georgia
-$43K -4,344 Closed
Barclays
22
Barclays
United Kingdom
-$6.82K -696 Closed
LTFS
23
Ladenburg Thalmann Financial Services
Florida
-$4K -400 Closed

UGL Hedge Fund Activity: Q4 2017 in Review

17 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Gold (UGL) for Q4 2017, worth a combined $7.54M — up 10% from $6.85M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of UGL and 5 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 2 added.

The largest buyer was Virtu Financial, adding an estimated $1.38M. The largest seller was Citadel Advisors, cutting an estimated $511K.

  • 17 institutional investors held ProShares Ultra Gold (UGL) as of Q4 2017, down from 18 in Q3 2017.
  • Funds reported $7.54M of ProShares Ultra Gold stock for Q4 2017, up 10% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Gold positions in Q4 2017 and 6 closed out, a net change of -1 holder.
  • The largest ProShares Ultra Gold buyer in Q4 2017 was Virtu Financial, an estimated $1.38M added.
  • The largest ProShares Ultra Gold seller in Q4 2017 was Citadel Advisors, an estimated $511K sold.

Based on aggregated 13F filings for Q4 2017.