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ProShares Ultra Gold

19 hedge funds and large institutions have $15.8M invested in ProShares Ultra Gold in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 7 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

69% more capital invested

Capital invested by funds: $9.36M → $15.8M (+$6.42M)

33% more call options, than puts

Call options by funds: $6.32M | Put options by funds: $4.76M

27% more funds holding

Funds holding: 1519 (+4)

1.6% less ownership

Funds ownership: 24.08%22.48% (-1.6%)

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
2
Reduced
7
Closed
5
Calls
$6.32M
Puts
$4.76M
Net Calls
+$1.56M
Net Calls Change
-$3.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.32M +$1.22M +67,832 +28%
Simplex Trading
2
Simplex Trading
Illinois
$4.14M +$4.22M +235,356 +3,856%
IMC Chicago
3
IMC Chicago
Illinois
$1.34M +$1.4M +78,120 New
Citadel Advisors
4
Citadel Advisors
Florida
$1.22M -$195K -10,884 -13%
IAN
5
Integrated Advisors Network
Texas
$851K +$891K +49,656 New
IC
6
Inverness Counsel
New York
$754K
FTUS
7
Flow Traders U.S.
New York
$516K +$541K +30,124 New
Morgan Stanley
8
Morgan Stanley
New York
$487K -$1.41M -78,312 -73%
AIP
9
Ahrens Investment Partners
Louisiana
$346K -$280K -15,600 -44%
ASN
10
Advisory Services Network
Georgia
$310K +$325K +18,104 New
Barclays
11
Barclays
United Kingdom
$202K -$445K -24,800 -68%
CG
12
Cutler Group
California
$171K -$337K -18,800 -65%
SL
13
Savior LLC
Massachusetts
$47K -$359 -20 -0.7%
UBS Group
14
UBS Group
Switzerland
$39K +$41.2K +2,296 New
PFO
15
Pathstone Family Office
New Jersey
$17K +$17.9K +1,000 New
RE
16
RBC Europe
United Kingdom
$15.9K +$16.7K +928 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7K +$7.18K +400 New
TRCT
18
Tower Research Capital (TRC)
New York
$3K -$1.44K -80 -34%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$3K
Osaic Holdings
20
Osaic Holdings
Arizona
$3K +$3.59K +200 New
CAM
21
Concorde Asset Management
Michigan
-$315K -19,444 Closed
XS
22
XR Securities
Illinois
-$232K -14,328 Closed
PIMG
23
Patriot Investment Management Group
Tennessee
-$28.7K -1,768 Closed
IFAM
24
Institutional & Family Asset Management
Colorado
-$11K -668 Closed
LIA
25
LS Investment Advisors
Michigan
-$7K -452 Closed

UGL Hedge Fund Activity: Q3 2020 in Review

19 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Gold (UGL) for Q3 2020, worth a combined $15.8M — up 69% from $9.36M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UGL positions and 5 closed out — a net gain of 4 holders — while 2 added to existing stakes and 7 trimmed.

The largest buyer was Simplex Trading, adding an estimated $4.22M. The largest seller was Morgan Stanley, cutting an estimated $1.41M.

  • 19 institutional investors held ProShares Ultra Gold (UGL) as of Q3 2020, up from 15 in Q2 2020.
  • Funds reported $15.8M of ProShares Ultra Gold stock for Q3 2020, up 69% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra Gold positions in Q3 2020 and 5 closed out, a net change of +4 holders.
  • The largest ProShares Ultra Gold buyer in Q3 2020 was Simplex Trading, an estimated $4.22M added.
  • The largest ProShares Ultra Gold seller in Q3 2020 was Morgan Stanley, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2020.