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ProShares Investment Grade-Interest Rate Hedged
IGHG

Overview Fund Activity

58 hedge funds and large institutions have $138M invested in ProShares Investment Grade-Interest Rate Hedged in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
1
Elevation Capital Advisory
Oregon
$5.73M
2
GM
2
GeoWealth Management
Illinois
$5.73M
3
MFG
3
Merit Financial Group
Georgia
$1.9M
4
Bank of America
4
Bank of America
North Carolina
$14M
5
Wells Fargo
5
Wells Fargo
California
$9.21M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Ameriprise
2
Ameriprise
Minnesota
$2.66M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$0
4
TI
4
Tidal Investments
Wisconsin
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$674K 8,621 +366 +4%
TW
27
TrinityPoint Wealth
Connecticut
$667K 8,533 -864 -9%
KF
28
KKM Financial
Illinois
$577K 7,380 +617 +9%
EAM
29
Empirical Asset Management
Massachusetts
$568K 7,261 +442 +6%
TFM
30
Trademark Financial Management
Minnesota
$520K 6,656 +6,656 New
FWM
31
Fortress Wealth Management
California
$519K 6,646 -454 -6%
MCM
32
MAI Capital Management
Ohio
$432K 5,525 +5,525 New
TGAM
33
TBH Global Asset Management
Tennessee
$414K 5,416 +5,416 New
RWI
34
Red Wave Investments
Pennsylvania
$397K 5,075 – –
OC
35
Opinicus Capital
Florida
$324K 4,143 -106 -2%
Raymond James Financial
36
Raymond James Financial
Florida
$320K 4,093 +4,093 New
PAMG
37
Patton Albertson Miller Group
Tennessee
$295K 3,775 -75 -2%
JWCA
38
J.W. Cole Advisors
Florida
$267K 3,414 -349 -9%
BRWA
39
B. Riley Wealth Advisors
Florida
$257K 3,288 -888 -21%
SCA
40
Snowden Capital Advisors
New York
$235K 3,000 +3,000 New
AWM
41
Axxcess Wealth Management
California
$225K 2,883 – –
CC
42
Commons Capital
Massachusetts
$224K 2,864 +44 +2%
RW
43
Rockport Wealth
Ohio
$216K 2,804 – –
SIC
44
SFE Investment Counsel
California
$203K 2,600 – –
Comerica Bank
45
Comerica Bank
Texas
$197K 2,520 – –
NA
46
NewEdge Advisors
Louisiana
$130K 1,669 +100 +6%
ACA
47
Aptus Capital Advisors
Alabama
$106K 1,358 +1,358 New
VWWMG
48
Vermillion & White Wealth Management Group
Pennsylvania
$33.5K 428 – –
SWM
49
Spire Wealth Management
Virginia
$28.2K 361 -17 -4%
WSFS
50
Wilmington Savings Fund Society
Delaware
$25.4K 325 – –
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2
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