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ProShares High Yield-Interest Rate Hedged ETF

47 hedge funds and large institutions have $71.2M invested in ProShares High Yield-Interest Rate Hedged ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

9% more funds holding

Funds holding: 4347 (+4)

2.35% more ownership

Funds ownership: 40.96%43.31% (+2.4%)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

3% more capital invested

Capital invested by funds: $69.3M → $71.2M (+$1.86M)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
16
Reduced
15
Closed
5
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 -$72.4K -1,125 -0.5%
Wells Fargo
2
Wells Fargo
California
$8.51M -$556K -8,645 -6%
SIS
3
Sound Income Strategies
Florida
$5.95M -$66.9K -1,039 -1%
LMFP
4
Larry Mathis Financial Planning
Arizona
$5.54M +$5.54M +86,077 New
LPL Financial
5
LPL Financial
California
$5.13M -$2M -31,045 -28%
MML Investors Services
6
MML Investors Services
Massachusetts
$4.62M +$667K +10,366 +17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.36M +$437K +6,791 +11%
AFA
8
Alta Fundamental Advisers
New York
$3.13M +$3.13M +48,575 New
Jane Street
9
Jane Street
New York
$1.35M +$1.15M +17,792 +557%
HCM
10
Howard Capital Management
Georgia
$1.21M +$100K +1,561 +9%
TA
11
Tactive Advisors
Florida
$1.15M +$95.9K +1,490 +9%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.1M -$518K -8,051 -32%
EH
13
Equitable Holdings
New York
$1.05M -$2M -31,071 -66%
SF
14
Summit Financial
New Jersey
$1.02M +$223K +3,468 +28%
EAM
15
Empirical Asset Management
Massachusetts
$881K +$113K +1,749 +15%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$875K -$4.09M -63,566 -82%
CA
17
Claro Advisors
Massachusetts
$807K +$265K +4,125 +49%
OC
18
Oppenheimer & Co
New York
$733K
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$696K -$66.7K -1,037 -9%
HighTower Advisors
20
HighTower Advisors
Illinois
$676K +$23.6K +366 +4%
GRP
21
Global Retirement Partners
California
$673K
GWM
22
Geneos Wealth Management
Colorado
$647K +$42.3K +658 +7%
PS
23
Principal Securities
Iowa
$605K -$41.8K -650 -6%
Raymond James Financial
24
Raymond James Financial
Florida
$604K +$151K +2,350 +33%
IA
25
Integrity Alliance
Iowa
$533K +$533K +8,278 New

HYHG Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ProShares High Yield-Interest Rate Hedged ETF (HYHG) for Q4 2025, worth a combined $71.2M — up 2.7% from $69.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYHG positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Alta Fundamental Advisers, opening a new position worth an estimated $3.13M. The largest seller was Cetera Investment Advisers, cutting an estimated $4.09M.

  • 47 institutional investors held ProShares High Yield-Interest Rate Hedged ETF (HYHG) as of Q4 2025, up from 43 in Q3 2025.
  • Funds reported $71.2M of ProShares High Yield-Interest Rate Hedged ETF stock for Q4 2025, up 2.7% quarter-over-quarter.
  • 9 funds opened new ProShares High Yield-Interest Rate Hedged ETF positions in Q4 2025 and 5 closed out, a net change of +4 holders.
  • The largest ProShares High Yield-Interest Rate Hedged ETF buyer in Q4 2025 was Alta Fundamental Advisers, an estimated $3.13M added.
  • The largest ProShares High Yield-Interest Rate Hedged ETF seller in Q4 2025 was Cetera Investment Advisers, an estimated $4.09M sold.

Based on aggregated 13F filings for Q4 2025.