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UGLD

VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER

Delisted

UGLD was delisted on the 2nd of July, 2020.

9 hedge funds and large institutions have $13.8M invested in VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

22% less capital invested

Capital invested by funds: $17.6M → $13.8M (-$3.87M)

36% less funds holding

Funds holding: 149 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
9
Holders Change
-5
Holders Change %
-35.71%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
2
Reduced
1
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$10M +$6.77M +50,000 +196%
VF
2
Virtu Financial
New York
$2.41M +$2.46M +18,193 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$716K -$2.07M -15,321 -74%
TMC
4
Trellus Management Company
Florida
$305K +$311K +2,300 New
OA
5
Oxbow Advisors
Texas
$265K
AP
6
Advisors Preferred
Maryland
$29K +$14.2K +105 +90%
IA
7
IFP Advisors
Florida
$18K +$17.5K +129 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$4K
Morgan Stanley
9
Morgan Stanley
New York
$3K
KL
10
KGH Ltd
Bahamas
-$6.08M -50,466 Closed
XS
11
XR Securities
Illinois
-$2.57M -21,313 Closed
IMC Chicago
12
IMC Chicago
Illinois
-$1.57M -13,019 Closed
Jane Street
13
Jane Street
New York
-$695K -5,769 Closed
Millennium Management
14
Millennium Management
New York
-$550K -4,569 Closed
HighTower Advisors
15
HighTower Advisors
Illinois
-$351K -2,936 Closed
TRCT
16
Tower Research Capital (TRC)
New York
-$6K -49 Closed

UGLD Hedge Fund Activity: Q3 2019 in Review

9 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER (UGLD) for Q3 2019, worth a combined $13.8M — down 22% from $17.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UGLD and 3 opened new positions — a net loss of 5 holders — while 1 trimmed existing stakes and 2 added.

The largest buyer was Credit Suisse, adding an estimated $6.77M. The largest seller was KGH Ltd, exiting entirely with an estimated $6.08M sold.

  • 9 institutional investors held VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER (UGLD) as of Q3 2019, down from 14 in Q2 2019.
  • Funds reported $13.8M of VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER stock for Q3 2019, down 22% quarter-over-quarter.
  • 3 funds opened new VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER positions in Q3 2019 and 8 closed out, a net change of -5 holders.
  • The largest VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER buyer in Q3 2019 was Credit Suisse, an estimated $6.77M added.
  • The largest VelocitySharesTM 3x Long Gold ETN linked to the S&P GSCI Gold Index ER seller in Q3 2019 was KGH Ltd, an estimated $6.08M sold.

Based on aggregated 13F filings for Q3 2019.