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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

65 hedge funds and large institutions have $168M invested in ProShares Investment Grade-Interest Rate Hedged in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
22
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$10.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$8.74M
3
ECA
3
Elevation Capital Advisory
Oregon
$6.03M
4
LPL Financial
4
LPL Financial
California
$8.85M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.54M

Top Sellers

1
CA
1
Capital Advantage
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$46.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.85M
4
MWM
4
Mission Wealth Management
California
$0
5
BRWA
5
B. Riley Wealth Advisors
Florida
$306K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$960K 12,583 -336 -3%
MML Investors Services
27
MML Investors Services
Massachusetts
$884K 11,579 +2,423 +26%
OIA
28
OneDigital Investment Advisors
Kansas
$803K 10,523 -41 -0.4%
TW
29
TrinityPoint Wealth
Connecticut
$729K 9,553 -597 -6%
SA
30
Strategic Advocates
Utah
$693K 9,083 -302 -3%
FWM
31
Fortress Wealth Management
California
$554K 7,256 +32 +0.4%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$500K 6,553 -64 -1%
HF
33
HRT Financial
New York
$395K 5,177 +5,177 New
RWI
34
Red Wave Investments
Pennsylvania
$387K 5,075 – –
HP
35
Hyperion Partners
Pennsylvania
$355K 4,656 +1,916 +70%
SIC
36
SFE Investment Counsel
California
$351K 4,600 – –
JWCA
37
J.W. Cole Advisors
Florida
$350K 4,586 -103 -2%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$349K 4,571 +4,571 New
OC
39
Opinicus Capital
Florida
$321K 4,213 -42 -1%
BRWA
40
B. Riley Wealth Advisors
Florida
$306K 4,011 -8,812 -69%
PAMG
41
Patton Albertson Miller Group
Tennessee
$299K 3,915 – –
IWP
42
Invenio Wealth Partners
Florida
$288K 3,780 -1,313 -26%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$258K 3,387 +3,387 New
P
44
&Partners
Tennessee
$226K 2,968 +2,968 New
AWM
45
Axxcess Wealth Management
California
$220K 2,883 +2,883 New
KF
46
KKM Financial
Illinois
$216K 2,835 +2,835 New
RW
47
Rockport Wealth
Ohio
$214K 2,804 +87 +3%
CC
48
Commons Capital
Massachusetts
$213K 2,787 +33 +1%
PFS
49
Prospect Financial Services
New York
$212K 2,780 +100 +4%
Comerica Bank
50
Comerica Bank
Texas
$207K 2,709 -5 -0.2%
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