Max S&P 500 4X Leveraged ETNSPYUETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 12 institutions reported holding Max S&P 500 4X Leveraged ETN (SPYU) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 3 sold out. The largest holders were IMC-Chicago, LLC ($12.1M), GG Group Ventures, LLC ($2.8M) and Jane Street Group, LLC ($2.5M). 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 (Q4 2024)
- CUSIP
- 063679567
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.9M |
| Exits | 3 | $986K |
All 13F filers, Q3 2024 → Q4 2024: 315,159 shares bought and 133,028 shares sold, net +182,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| IMC-Chicago, LLC | 0.33% | Add +1476.2% | 257,904 | $12.1M |
| GG Group Ventures, LLC | 3.69% | Add +24.7% | 59,874 | $2.8M |
| Jane Street Group, LLC | 0.00% | New | 54,457 | $2.5M |
| BXM Wealth LLC | 1.16% | — | 17,655 | $825K |
| Citadel Advisors | 0.00% | Reduce -83.4% | 11,241 | $525K |
| Renaissance Technologies | 0.00% | New | 6,800 | $318K |
| Toth Financial Advisory Corp. | 0.01% | Add +29.4% | 2,154 | $101K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.0% | 776 | $36K |
| Hollencrest Capital Management | 0.00% | Reduce -6.0% | 373 | $17K |
| UBS Group AG | 0.00% | Reduce -99.0% | 296 | $14K |
| Global Retirement Partners, LLC | 0.00% | New | 15 | $701 |
| Millstone Evans Group, LLC | 0.00% | — | 7 | $327 |
"% 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.