M/S Energy 3X Leveraged ETNWTIUETF

13F holders, Q1 2025 (March 31)
3holders +2
3new positions
1sold out
$13.57avg. 13F price*

At the end of Q1 2025, 3 institutions reported holding M/S Energy 3X Leveraged ETN (WTIU) in their 13F filings, up 2 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were Susquehanna International Group, LLP ($212K), Spire Wealth Management ($31K) and UBS Group AG ($923).

Company
M/S Energy 3X Leveraged ETN
Filed as
BANK MONTREAL MEDIUM (Q1 2025)
CUSIP
06368L304
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 1Q1 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 3Q1 2025Q2 2025: 4Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 3Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$245K
Exits1$289K

All 13F filers, Q4 2024 → Q1 2025: 18,030 shares bought and 25,307 shares sold, net −7,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Susquehanna International Group, LLP 0.00% New 15,651 $212K
Spire Wealth Management 0.00% New 2,311 $31K
UBS Group AG 0.00% New 68 $923

"% of holder's portfolio" is WTIU's weight in each manager's 13F, not the share of M/S Energy 3X Leveraged ETN the manager owns.