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ProShares Ultra Gold

20 hedge funds and large institutions have $9.81M invested in ProShares Ultra Gold in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $2.56M

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

5% more funds holding

Funds holding: 1920 (+1)

0.17% more ownership

Funds ownership: 18.44%18.61% (+0.17%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

25% less capital invested

Capital invested by funds: $13M → $9.81M (-$3.2M)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
6
Closed
6
Calls
$3.21M
Puts
$2.56M
Net Calls
+$647K
Net Calls Change
-$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.46M -$2.11M -140,800 -44%
IMC Chicago
2
IMC Chicago
Illinois
$2.42M +$2.69M +179,492 New
IAN
3
Integrated Advisors Network
Texas
$885K +$540K +36,060 +122%
Citadel Advisors
4
Citadel Advisors
Florida
$757K +$275K +18,352 +49%
FTUS
5
Flow Traders U.S.
New York
$635K +$252K +16,844 +56%
IC
6
Inverness Counsel
New York
$593K
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$562K +$625K +41,684 New
EFM
8
E Fund Management
China
$510K +$567K +37,840 New
Morgan Stanley
9
Morgan Stanley
New York
$405K -$42K -2,800 -9%
Goldman Sachs
10
Goldman Sachs
New York
$226K +$252K +16,800 New
UBS Group
11
UBS Group
Switzerland
$171K +$57.1K +3,812 +43%
HI
12
Harbour Investments
Wisconsin
$82K +$91.3K +6,092 New
AF
13
Advisornet Financial
Minnesota
$59K +$65.9K +4,400 New
RE
14
RBC Europe
United Kingdom
$13.9K
TRCT
15
Tower Research Capital (TRC)
New York
$7K -$276K -18,432 -97%
IAIM
16
International Assets Investment Management
Florida
$6K +$3K +200 +100%
SL
17
Savior LLC
Massachusetts
$5K -$148K -9,880 -96%
First Manhattan
18
First Manhattan
New York
$5K +$5.99K +400 New
CC
19
Cypress Capital
Tennessee
$4K
CG
20
Cutler Group
California
$1K -$136K -9,064 -99%
HT
21
HAP Trading
New York
-$805K -47,200 Closed
AIP
22
Ahrens Investment Partners
Louisiana
-$617K -36,160 Closed
ASN
23
Advisory Services Network
Georgia
-$403K -23,640 Closed
TMC
24
Trellus Management Company
Florida
-$355K -20,800 Closed
FIA
25
FNY Investment Advisers
New York
-$341K -20,000 Closed

UGL Hedge Fund Activity: Q1 2021 in Review

20 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Gold (UGL) for Q1 2021, worth a combined $9.81M — down 25% from $13M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UGL positions and 6 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $2.69M. The largest seller was Susquehanna International Group, cutting an estimated $2.11M.

  • 20 institutional investors held ProShares Ultra Gold (UGL) as of Q1 2021, up from 19 in Q4 2020.
  • Funds reported $9.81M of ProShares Ultra Gold stock for Q1 2021, down 25% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Gold positions in Q1 2021 and 6 closed out, a net change of +1 holder.
  • The largest ProShares Ultra Gold buyer in Q1 2021 was IMC Chicago, an estimated $2.69M added.
  • The largest ProShares Ultra Gold seller in Q1 2021 was Susquehanna International Group, an estimated $2.11M sold.

Based on aggregated 13F filings for Q1 2021.