Who Owns SPYU?

BANK MONTREAL QUE — Institutional Ownership & 13F Holdings

NYSE_ARCA

$29.27

-0.22 (-0.75%)

Market Cap

Shares Outstanding

19,832,895

Institutional Holders

50

Total Inst. Value

$182.2M

% of Float Held

QoQ Holder Change

+24

Institutional data as of Q1 2025

New Positions

18

Closed Positions

20

Increased

15

Decreased

5

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Oriental Harbor Investment Master Fund$81.7M226,992
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$40.0M111
3JANE STREET GROUP, LLC$16.9M59,263
4SUSQUEHANNA INTERNATIONAL GROUP, LLP$7.3M33,456
5Centric Wealth Management$7.0M19,578
6UBS Group AG$6.8M18,818
7Avestar Capital, LLC$4.7M13,018
8FNY Investment Advisers, LLCNew$2.2M6,035
9GOLDMAN SACHS GROUP INC$2.1M12,362
10ESG Planning DBA Harper Investing$1.5M4,230

Biggest Buyers & Sellers This Quarter

Frequently Asked Questions

How many institutional investors hold SPYU?

As of Q1 2025, 50 institutional investors report holding SPYU (BANK MONTREAL QUE) in their 13F filings.

Which hedge fund owns the most SPYU?

The largest institutional holder of SPYU is Oriental Harbor Investment Master Fund with $81.7M in shares.

Are institutions buying or selling SPYU?

This quarter, 18 institutions opened new positions in SPYU and 20 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.