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ProShares Ultra Gold

25 hedge funds and large institutions have $16.8M invested in ProShares Ultra Gold in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $5.41M | Put options by funds: $1.95M

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

9% more funds holding

Funds holding: 2325 (+2)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

15.33% less ownership

Funds ownership: 49.82%34.49% (-15%)

22% less capital invested

Capital invested by funds: $21.7M → $16.8M (-$4.84M)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
5
Reduced
5
Closed
8
Calls
$5.41M
Puts
$1.95M
Net Calls
+$3.45M
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
1
Aveo Capital Partners
Colorado
$5.48M +$2.95M +200,868 +137%
PCP
2
Proficio Capital Partners
Massachusetts
$3.52M +$1.58M +107,400 +93%
Jane Street
3
Jane Street
New York
$2.34M -$7.23M -491,196 -77%
IMC Chicago
4
IMC Chicago
Illinois
$899K +$839K +57,044 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$897K -$4.43M -301,136 -84%
CPP
6
Capasso Planning Partners
South Carolina
$864K +$806K +54,816 New
CCWM
7
Cassaday & Co Wealth Management
Virginia
$696K +$4.94K +336 +0.8%
EW
8
Evoke Wealth
California
$548K
FTUS
9
Flow Traders U.S.
New York
$474K +$442K +30,064 New
IWP
10
Innova Wealth Partners
Pennsylvania
$295K +$16K +1,088 +6%
Barclays
11
Barclays
United Kingdom
$265K +$247K +16,800 New
KA
12
Keene & Associates
Texas
$252K
Morgan Stanley
13
Morgan Stanley
New York
$152K -$14.7K -1,000 -9%
AIP
14
Ahrens Investment Partners
Louisiana
$81.9K -$218K -14,800 -74%
Citadel Advisors
15
Citadel Advisors
Florida
$31.8K +$29.7K +2,020 New
FA
16
Fortis Advisors
Pennsylvania
$15.8K +$14.7K +1,000 New
S
17
SignatureFD
Georgia
$9.45K +$8.83K +600 New
TRCT
18
Tower Research Capital (TRC)
New York
$8K -$21.4K -1,456 -73%
AA
19
AlphaMark Advisors
Kentucky
$8K +$2.94K +200 +67%
CM
20
Cornerstone Management
Georgia
$7.88K +$7.36K +500 New
SL
21
Savior LLC
Massachusetts
$4.92K
Bank of America
22
Bank of America
North Carolina
$1.83K +$1.71K +116 New
WAM
23
Worth Asset Management
Texas
$1.58K
NSG
24
Nalls Sherbakoff Group
Tennessee
$828 +$765 +52 New
BBHC
25
Brown Brothers Harriman & Co
New York
$315

UGL Hedge Fund Activity: Q1 2023 in Review

25 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Gold (UGL) for Q1 2023, worth a combined $16.8M — down 22% from $21.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UGL positions and 8 closed out — a net gain of 2 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Aveo Capital Partners, adding an estimated $2.95M. The largest seller was Jane Street, cutting an estimated $7.23M.

  • 25 institutional investors held ProShares Ultra Gold (UGL) as of Q1 2023, up from 23 in Q4 2022.
  • Funds reported $16.8M of ProShares Ultra Gold stock for Q1 2023, down 22% quarter-over-quarter.
  • 10 funds opened new ProShares Ultra Gold positions in Q1 2023 and 8 closed out, a net change of +2 holders.
  • The largest ProShares Ultra Gold buyer in Q1 2023 was Aveo Capital Partners, an estimated $2.95M added.
  • The largest ProShares Ultra Gold seller in Q1 2023 was Jane Street, an estimated $7.23M sold.

Based on aggregated 13F filings for Q1 2023.