Max S&P 500 4X Leveraged ETNSPYUETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 8 institutions reported holding Max S&P 500 4X Leveraged ETN (SPYU) in their 13F filings, up 1 from Q1 2024. 4 opened new positions and 4 sold out. The largest holders were Citadel Advisors ($3.5M), Jane Street Group, LLC ($2.5M) and GG Group Ventures, LLC ($1.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Max S&P 500 4X Leveraged ETN
- Filed as
- BANK MONTREAL MEDIUM (Q2 2024)
- CUSIP
- 063679567
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $5.0M |
| Exits | 4 | $11.8M |
All 13F filers, Q1 2024 → Q2 2024: 149,015 shares bought and 302,747 shares sold, net −153,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Citadel Advisors | 0.00% | Add +19.6% | 83,760 | $3.5M |
| Jane Street Group, LLC | 0.00% | New | 58,384 | $2.5M |
| GG Group Ventures, LLC | 2.62% | — | 48,589 | $1.9M |
| Renaissance Technologies | 0.00% | New | 36,900 | $1.6M |
| UBS Group AG | 0.00% | New | 18,967 | $799K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +653.4% | 16,190 | $682K |
| Two Sigma Securities, LLC | 0.01% | New | 5,522 | $233K |
| Toth Financial Advisory Corp. | 0.01% | Add +5769.2% | 1,526 | $64K |
"% 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.