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ProShares High Yield-Interest Rate Hedged ETF

36 hedge funds and large institutions have $54.5M invested in ProShares High Yield-Interest Rate Hedged ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

0% less capital invested

Capital invested by funds: $54.7M → $54.5M (-$197K)

0.9% less ownership

Funds ownership: 39.09%38.2% (-0.9%)

12% less funds holding

Funds holding: 4136 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12M -$15.4K -240 -0.1%
LPL Financial
2
LPL Financial
California
$6.01M +$93.5K +1,459 +2%
SIS
3
Sound Income Strategies
Florida
$5.84M +$214K +3,343 +4%
Wells Fargo
4
Wells Fargo
California
$4.97M -$756K -11,796 -13%
CFGS
5
Concourse Financial Group Securities
Alabama
$4.84M +$1.55M +24,226 +48%
MML Investors Services
6
MML Investors Services
Massachusetts
$3.42M +$433K +6,762 +15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.77M +$430K +6,712 +19%
EH
8
Equitable Holdings
New York
$2.74M +$27.4K +428 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.03M -$19.8K -309 -1%
CRWM
10
Castle Rock Wealth Management
California
$1.14M +$8.14K +127 +0.7%
Jane Street
11
Jane Street
New York
$958K +$395K +6,154 +71%
Bank of America
12
Bank of America
North Carolina
$802K +$21.1K +329 +3%
HCM
13
Howard Capital Management
Georgia
$782K +$123K +1,913 +19%
PS
14
Principal Securities
Iowa
$656K -$39.9K -622 -6%
GRP
15
Global Retirement Partners
California
$562K +$145K +2,265 +35%
EAM
16
Empirical Asset Management
Massachusetts
$535K -$428K -6,683 -45%
KF
17
KKM Financial
Illinois
$503K +$162K +2,534 +48%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$470K +$14K +219 +3%
SCA
19
Snowden Capital Advisors
New York
$437K -$13.9K -217 -3%
GWM
20
Geneos Wealth Management
Colorado
$378K -$32.7K -510 -8%
UBS Group
21
UBS Group
Switzerland
$355K +$145K +2,259 +70%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$351K -$53.6K -836 -13%
WWM
23
WT Wealth Management
Arizona
$335K -$44.4K -693 -12%
Mariner
24
Mariner
Kansas
$300K +$2.56K +40 +0.9%
Stifel Financial
25
Stifel Financial
Missouri
$294K -$13.3K -208 -4%

HYHG Hedge Fund Activity: Q3 2024 in Review

36 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ProShares High Yield-Interest Rate Hedged ETF (HYHG) for Q3 2024, worth a combined $54.5M — down 0.36% from $54.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HYHG and 2 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 17 added.

The largest buyer was Concourse Financial Group Securities, adding an estimated $1.55M. The largest seller was Redhawk Wealth Advisors, exiting entirely with an estimated $1.1M sold.

  • 36 institutional investors held ProShares High Yield-Interest Rate Hedged ETF (HYHG) as of Q3 2024, down from 41 in Q2 2024.
  • Funds reported $54.5M of ProShares High Yield-Interest Rate Hedged ETF stock for Q3 2024, down 0.36% quarter-over-quarter.
  • 2 funds opened new ProShares High Yield-Interest Rate Hedged ETF positions in Q3 2024 and 7 closed out, a net change of -5 holders.
  • The largest ProShares High Yield-Interest Rate Hedged ETF buyer in Q3 2024 was Concourse Financial Group Securities, an estimated $1.55M added.
  • The largest ProShares High Yield-Interest Rate Hedged ETF seller in Q3 2024 was Redhawk Wealth Advisors, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2024.