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ProShares High Yield-Interest Rate Hedged ETF

41 hedge funds and large institutions have $81.1M invested in ProShares High Yield-Interest Rate Hedged ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

18% more capital invested

Capital invested by funds: $68.7M → $81.1M (+$12.4M)

3.28% more ownership

Funds ownership: 42.74%46.02% (+3.3%)

11% less funds holding

Funds holding: 4641 (-5)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
5
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.3M +$2.9M +44,201 +23%
Wells Fargo
2
Wells Fargo
California
$8.42M +$3.48M +53,086 +68%
LPL Financial
3
LPL Financial
California
$7.42M +$998K +15,217 +15%
SIS
4
Sound Income Strategies
Florida
$5.85M -$140K -2,130 -2%
AWM
5
Axxcess Wealth Management
California
$5.06M +$5.18M +79,045 New
CAAS
6
Capital Asset Advisory Services
Michigan
$5.05M +$5.18M +78,933 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.39M +$4.49M +68,512 New
MML Investors Services
8
MML Investors Services
Massachusetts
$3.74M +$102K +1,557 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.34M +$226K +3,442 +7%
EH
10
Equitable Holdings
New York
$3.27M -$919K -14,010 -22%
Jane Street
11
Jane Street
New York
$2.77M +$2.41M +36,694 +560%
Goldman Sachs
12
Goldman Sachs
New York
$2.23M +$1.01M +15,459 +80%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.54M -$320K -4,880 -17%
GWM
14
Geneos Wealth Management
Colorado
$1.17M +$784K +11,956 +188%
OIA
15
OneDigital Investment Advisors
Kansas
$1.06M +$302K +4,603 +38%
OC
16
Oppenheimer & Co
New York
$889K
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$876K +$98.8K +1,507 +12%
HCM
18
Howard Capital Management
Georgia
$811K +$39.2K +598 +5%
PS
19
Principal Securities
Iowa
$714K +$2.69K +41 +0.4%
Bank of America
20
Bank of America
North Carolina
$701K +$5.51K +84 +0.8%
EAM
21
Empirical Asset Management
Massachusetts
$666K +$65K +991 +11%
AAS
22
Avantax Advisory Services
Texas
$619K +$299K +4,559 +89%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$555K +$12.5K +190 +2%
KF
24
KKM Financial
Illinois
$547K -$66 -1 -0%
HighTower Advisors
25
HighTower Advisors
Illinois
$508K +$520K +7,925 New

HYHG Hedge Fund Activity: Q1 2025 in Review

41 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares High Yield-Interest Rate Hedged ETF (HYHG) for Q1 2025, worth a combined $81.1M — up 18% from $68.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HYHG and 6 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 22 added.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $5.18M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $5.02M sold.

  • 41 institutional investors held ProShares High Yield-Interest Rate Hedged ETF (HYHG) as of Q1 2025, down from 46 in Q4 2024.
  • Funds reported $81.1M of ProShares High Yield-Interest Rate Hedged ETF stock for Q1 2025, up 18% quarter-over-quarter.
  • 6 funds opened new ProShares High Yield-Interest Rate Hedged ETF positions in Q1 2025 and 9 closed out, a net change of -3 holders.
  • The largest ProShares High Yield-Interest Rate Hedged ETF buyer in Q1 2025 was Axxcess Wealth Management, an estimated $5.18M added.
  • The largest ProShares High Yield-Interest Rate Hedged ETF seller in Q1 2025 was Synergy Asset Management, an estimated $5.02M sold.

Based on aggregated 13F filings for Q1 2025.