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ProShares Investment Grade-Interest Rate Hedged
IGHG

62 hedge funds and large institutions have $173M invested in ProShares Investment Grade-Interest Rate Hedged in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

7% more funds holding

Funds holding: 58 → 62 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

24.16% less ownership

Funds ownership: 85.6% → 61.45% (-24%)

28% less capital invested

Capital invested by funds: $239M → $173M (-$65.7M)

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.54M
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
+$3.38M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.26M
4
AssetMark Inc
AssetMark Inc
California
+$2M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$58.1M
2
CA
Capital Advantage
California
-$23M
3
Jane Street
Jane Street
New York
-$4.39M
4
Citadel Advisors
Citadel Advisors
Florida
-$975K
5
EWM
Empirical Wealth Management
Washington
-$526K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$988K -$51.1K -671 -5%
BRWA
27
B. Riley Wealth Advisors
Florida
$950K +$6.48K +85 +0.7%
OIA
28
OneDigital Investment Advisors
Kansas
$808K +$474K +6,223 +143%
TW
29
TrinityPoint Wealth
Connecticut
$777K -$914 -12 -0.1%
SA
30
Strategic Advocates
Utah
$718K -$279K -3,661 -28%
MML Investors Services
31
MML Investors Services
Massachusetts
$701K +$339K +4,452 +95%
FWM
32
Fortress Wealth Management
California
$553K -$154K -2,025 -22%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$506K -$2.51K -33 -0.5%
IWP
34
Invenio Wealth Partners
Florida
$390K -$432K -5,670 -53%
RWI
35
Red Wave Investments
Pennsylvania
$388K – – –
JWCA
36
J.W. Cole Advisors
Florida
$359K -$6.02K -79 -2%
SIC
37
SFE Investment Counsel
California
$352K -$3.81K -50 -1%
RWA
38
Redhawk Wealth Advisors
Minnesota
$331K +$330K +4,332 New
OC
39
Opinicus Capital
Florida
$326K -$46.7K -613 -13%
PAMG
40
Patton Albertson Miller Group
Tennessee
$300K -$762 -10 -0.3%
CC
41
Commons Capital
Massachusetts
$211K +$1.6K +21 +0.8%
HP
42
Hyperion Partners
Pennsylvania
$210K -$18.7K -246 -8%
Comerica Bank
43
Comerica Bank
Texas
$208K -$28.3K -371 -12%
RW
44
Rockport Wealth
Ohio
$207K +$207K +2,717 New
PFS
45
Prospect Financial Services
New York
$205K – – –
NA
46
NewEdge Advisors
Louisiana
$93.3K +$14.8K +194 +19%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$90.7K – – –
OIA
48
Optimum Investment Advisors
Illinois
$86.8K – – –
SWM
49
Spire Wealth Management
Virginia
$78.3K +$1.14K +15 +1%
IA
50
IFP Advisors
Florida
$17.3K +$229 +3 +1%
1
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IGHG Hedge Fund Activity: Q1 2024 in Review

62 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q1 2024, worth a combined $173M — down 28% from $239M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IGHG positions and 6 closed out — a net gain of 4 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $3.54M. The largest seller was Morgan Stanley, cutting an estimated $58.1M.

  • 62 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q1 2024, up from 58 in Q4 2023.
  • Funds reported $173M of ProShares Investment Grade-Interest Rate Hedged stock for Q1 2024, down 28% quarter-over-quarter.
  • 10 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q1 2024 and 6 closed out, a net change of +4 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q1 2024 was Bank of America, an estimated $3.54M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q1 2024 was Morgan Stanley, an estimated $58.1M sold.

Based on aggregated 13F filings for Q1 2024.