Max S&P 500 4X Leveraged ETNSPYUETF

13F holders, Q1 2024 (March 31)
7holders
1famous investor
$39.10avg. 13F price*

At the end of Q1 2024, 7 institutions reported holding Max S&P 500 4X Leveraged ETN (SPYU) in their 13F filings. The largest holders were Citigroup Inc. ($7.2M), HRT Financial LP ($4.2M) and Citadel Advisors ($2.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Max S&P 500 4X Leveraged ETN
Filed as
BANK MONTREAL MEDIUM (Q1 2024)
CUSIP
063679567
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 7Q1 2024Q2 2024: 8Q2 2024Q3 2024: 10Q3 2024Q4 2024: 12Q4 2024Q1 2025: 13Q1 2025Q2 2025: 12Q2 2025Q3 2025: 12Q3 2025Q4 2025: 12Q4 2025Q1 2026: 13Q1 2026Q2 2026: 11Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$14.6M
Exits3$9.0M

Ownership 7 holders

Citigroup Inc. 0.01% New 184,000 $7.2M
HRT Financial LP 0.03% New 108,284 $4.2M
Citadel Advisors 0.00% New 70,059 $2.7M
GTS Securities LLC 0.01% New 7,768 $304K
Headlands Technologies LLC 0.03% New 2,695 $105K
Tower Research Capital LLC (TRC) 0.00% Add +114.7% 2,149 $84K
Toth Financial Advisory Corp. 0.00% Add +8.3% 26 $1K

"% of holder's portfolio" is SPYU's weight in each manager's 13F, not the share of Max S&P 500 4X Leveraged ETN the manager owns.