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ProShares Ultra Gold

21 hedge funds and large institutions have $15.6M invested in ProShares Ultra Gold in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $859K

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

0.06% more ownership

Funds ownership: 34.49%34.55% (+0.06%)

7% less capital invested

Capital invested by funds: $16.8M → $15.6M (-$1.25M)

16% less funds holding

Funds holding: 2521 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
3
Closed
7
Calls
$2.02M
Puts
$859K
Net Calls
+$1.17M
Net Calls Change
-$2.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$7.56M +$5.8M +370,644 +250%
ACP
2
Aveo Capital Partners
Colorado
$2.12M -$3.16M -201,848 -58%
IMC Chicago
3
IMC Chicago
Illinois
$1.28M +$482K +30,768 +54%
Citadel Advisors
4
Citadel Advisors
Florida
$1.1M +$1.15M +73,660 +3,647%
CPP
5
Capasso Planning Partners
South Carolina
$1.03M +$254K +16,236 +30%
CCWM
6
Cassaday & Co Wealth Management
Virginia
$644K
EW
7
Evoke Wealth
California
$507K
FTUS
8
Flow Traders U.S.
New York
$473K +$38.3K +2,444 +8%
IWP
9
Innova Wealth Partners
Pennsylvania
$253K -$21K -1,340 -7%
KA
10
Keene & Associates
Texas
$233K
HighTower Advisors
11
HighTower Advisors
Illinois
$201K +$215K +13,720 New
CHC
12
City Holding Co
West Virginia
$96.3K +$104K +6,616 New
Morgan Stanley
13
Morgan Stanley
New York
$48.6K -$98.6K -6,296 -65%
JP Morgan Chase
14
JP Morgan Chase
New York
$15.9K +$17.1K +1,092 New
TRCT
15
Tower Research Capital (TRC)
New York
$9.03K +$1.31K +84 +16%
S
16
SignatureFD
Georgia
$8.74K
AA
17
AlphaMark Advisors
Kentucky
$7K
NA
18
NewEdge Advisors
Louisiana
$4.54K +$4.89K +312 New
WAM
19
Worth Asset Management
Texas
$1.46K
NSG
20
Nalls Sherbakoff Group
Tennessee
$799
BBHC
21
Brown Brothers Harriman & Co
New York
$291
PCP
22
Proficio Capital Partners
Massachusetts
-$3.52M -223,292 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$891K -56,920 Closed
Barclays
24
Barclays
United Kingdom
-$265K -16,800 Closed
FA
25
Fortis Advisors
Pennsylvania
-$15.8K -1,000 Closed

UGL Hedge Fund Activity: Q2 2023 in Review

21 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Gold (UGL) for Q2 2023, worth a combined $15.6M — down 7.4% from $16.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UGL and 4 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 6 added.

The largest buyer was Jane Street, adding an estimated $5.8M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $3.52M sold.

  • 21 institutional investors held ProShares Ultra Gold (UGL) as of Q2 2023, down from 25 in Q1 2023.
  • Funds reported $15.6M of ProShares Ultra Gold stock for Q2 2023, down 7.4% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Gold positions in Q2 2023 and 7 closed out, a net change of -3 holders.
  • The largest ProShares Ultra Gold buyer in Q2 2023 was Jane Street, an estimated $5.8M added.
  • The largest ProShares Ultra Gold seller in Q2 2023 was Proficio Capital Partners, an estimated $3.52M sold.

Based on aggregated 13F filings for Q2 2023.