Max S&P 500 4X Leveraged ETNSPYUETF
13F holders, Q3 2024 (September 30)10holders +2
4new positions
2sold out
1famous investor
$47.82avg. 13F price*
At the end of Q3 2024, 10 institutions reported holding Max S&P 500 4X Leveraged ETN (SPYU) in their 13F filings, up 2 from Q2 2024. 4 opened new positions and 2 sold out. The largest holders were Citadel Advisors ($3.2M), GG Group Ventures, LLC ($2.4M) and UBS Group AG ($1.4M). 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 (Q3 2024)
- CUSIP
- 063679567
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 2 | $4.0M |
All 13F filers, Q2 2024 → Q3 2024: 53,816 shares bought and 111,895 shares sold, net −58,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Citadel Advisors | 0.00% | Reduce -19.1% | 67,719 | $3.2M |
| GG Group Ventures, LLC | 3.57% | Reduce -1.2% | 48,019 | $2.4M |
| UBS Group AG | 0.00% | Add +62.0% | 30,731 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +59.6% | 25,845 | $1.2M |
| IMC-Chicago, LLC | 0.02% | New | 16,362 | $767K |
| Two Sigma Securities, LLC | 0.04% | Add +83.1% | 10,112 | $474K |
| HRT Financial LP | 0.00% | New | 6,338 | $297K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,572 | $214K |
| Toth Financial Advisory Corp. | 0.01% | Add +9.0% | 1,664 | $78K |
| Hollencrest Capital Management | 0.00% | New | 397 | $19K |
"% 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.