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ProShares High Yield-Interest Rate Hedged ETF
HYHG

46 hedge funds and large institutions have $68.7M invested in ProShares High Yield-Interest Rate Hedged ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

28% more funds holding

Funds holding: 36 → 46 (+10)

26% more capital invested

Capital invested by funds: $54.5M → $68.7M (+$14.2M)

4.54% more ownership

Funds ownership: 38.2% → 42.74% (+4.5%)

Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
+$5.03M
2
EH
Equitable Holdings
New York
+$1.49M
3
Goldman Sachs
Goldman Sachs
New York
+$1.27M
4
RCS
Retirement Capital Strategies
California
+$981K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$795K

Top Sellers

Rank Fund Capital Flow
1
CRWM
Castle Rock Wealth Management
California
-$1.14M
2
Jane Street
Jane Street
New York
-$538K
3
Osaic Holdings
Osaic Holdings
Arizona
-$161K
4
Bank of America
Bank of America
North Carolina
-$99.2K
5
BRWA
B. Riley Wealth Advisors
Florida
-$44.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$418K +$35.1K +537 +9%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$357K +$1.96K +30 +0.6%
AAS
28
Avantax Advisory Services
Texas
$334K +$334K +5,103 New
UBS Group
29
UBS Group
Switzerland
$331K -$27.9K -427 -8%
Mariner
30
Mariner
Kansas
$321K +$17K +260 +6%
WWM
31
WT Wealth Management
Arizona
$313K -$24.3K -372 -7%
Stifel Financial
32
Stifel Financial
Missouri
$293K -$4.77K -73 -2%
CP
33
Castleview Partners
Texas
$244K +$244K +3,738 New
RIL
34
Rothschild Investment LLC
Illinois
$223K – – –
IAIM
35
International Assets Investment Management
Florida
$220K +$221K +3,377 New
BRWA
36
B. Riley Wealth Advisors
Florida
$218K -$44.4K -679 -17%
CA
37
CoreCap Advisors
Michigan
$147K +$64.8K +991 +80%
FFA
38
Farther Finance Advisors
California
$108K – – –
IA
39
IFG Advisory
Georgia
$35.4K +$35.3K +540 New
ACA
40
Aptus Capital Advisors
Alabama
$24.9K -$9.81K -150 -28%
NA
41
NewEdge Advisors
Louisiana
$16.4K – – –
Citigroup
42
Citigroup
New York
$15.3K – – –
PA
43
Parallel Advisors
California
$14.7K +$14.6K +224 New
FFA
44
Founders Financial Alliance
North Carolina
$14.5K – – –
PTC
45
Private Trust Company
Ohio
$6.95K – – –
RIA
46
Realta Investment Advisors
Delaware
$2.96K – – –
CRWM
47
Castle Rock Wealth Management
California
– -$1.14M -17,621 Closed
1
2

HYHG Hedge Fund Activity: Q4 2024 in Review

46 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in ProShares High Yield-Interest Rate Hedged ETF (HYHG) for Q4 2024, worth a combined $68.7M — up 26% from $54.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HYHG positions and 1 closed out — a net gain of 10 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $5.03M. The largest seller was Castle Rock Wealth Management, exiting entirely with an estimated $1.14M sold.

  • 46 institutional investors held ProShares High Yield-Interest Rate Hedged ETF (HYHG) as of Q4 2024, up from 36 in Q3 2024.
  • Funds reported $68.7M of ProShares High Yield-Interest Rate Hedged ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 11 funds opened new ProShares High Yield-Interest Rate Hedged ETF positions in Q4 2024 and 1 closed out, a net change of +10 holders.
  • The largest ProShares High Yield-Interest Rate Hedged ETF buyer in Q4 2024 was Synergy Asset Management, an estimated $5.03M added.
  • The largest ProShares High Yield-Interest Rate Hedged ETF seller in Q4 2024 was Castle Rock Wealth Management, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2024.