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ProShares Investment Grade-Interest Rate Hedged
IGHG

60 hedge funds and large institutions have $139M invested in ProShares Investment Grade-Interest Rate Hedged in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

2% more funds holding

Funds holding: 59 → 60 (+1)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

4% more capital invested

Capital invested by funds: $133M → $139M (+$5.11M)

8.31% less ownership

Funds ownership: 66.44% → 58.14% (-8.3%)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
Elevation Capital Advisory
Oregon
+$5.7M
2
GM
GeoWealth Management
Illinois
+$5.7M
3
MFG
Merit Financial Group
Georgia
+$1.89M
4
Bank of America
Bank of America
North Carolina
+$1.26M
5
Wells Fargo
Wells Fargo
California
+$1.04M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.78M
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$3.15M
3
Ameriprise
Ameriprise
Minnesota
-$3.14M
4
TI
Tidal Investments
Wisconsin
-$1.15M
5
Jane Street
Jane Street
New York
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$674K +$28.5K +366 +4%
TW
27
TrinityPoint Wealth
Connecticut
$667K -$67.2K -864 -9%
KF
28
KKM Financial
Illinois
$577K +$48K +617 +9%
EAM
29
Empirical Asset Management
Massachusetts
$568K +$34.4K +442 +6%
TFM
30
Trademark Financial Management
Minnesota
$520K +$518K +6,656 New
FWM
31
Fortress Wealth Management
California
$519K -$35.3K -454 -6%
MCM
32
MAI Capital Management
Ohio
$432K +$430K +5,525 New
TGAM
33
TBH Global Asset Management
Tennessee
$414K +$421K +5,416 New
RWI
34
Red Wave Investments
Pennsylvania
$397K – – –
OC
35
Opinicus Capital
Florida
$324K -$8.25K -106 -2%
Raymond James Financial
36
Raymond James Financial
Florida
$320K +$319K +4,093 New
PAMG
37
Patton Albertson Miller Group
Tennessee
$295K -$5.84K -75 -2%
JWCA
38
J.W. Cole Advisors
Florida
$267K -$27.2K -349 -9%
BRWA
39
B. Riley Wealth Advisors
Florida
$257K -$69.1K -888 -21%
SCA
40
Snowden Capital Advisors
New York
$235K +$233K +3,000 New
AWM
41
Axxcess Wealth Management
California
$225K – – –
CC
42
Commons Capital
Massachusetts
$224K +$3.42K +44 +2%
RW
43
Rockport Wealth
Ohio
$216K – – –
SIC
44
SFE Investment Counsel
California
$203K – – –
Comerica Bank
45
Comerica Bank
Texas
$197K – – –
MWA
46
Medallion Wealth Advisors
Connecticut
$152K +$152K +1,948 New
NA
47
NewEdge Advisors
Louisiana
$130K +$7.78K +100 +6%
ACA
48
Aptus Capital Advisors
Alabama
$106K +$106K +1,358 New
VWWMG
49
Vermillion & White Wealth Management Group
Pennsylvania
$33.5K – – –
SWM
50
Spire Wealth Management
Virginia
$28.2K -$1.32K -17 -4%
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IGHG Hedge Fund Activity: Q4 2024 in Review

60 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q4 2024, worth a combined $139M — up 3.8% from $133M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IGHG positions and 8 closed out — a net gain of 3 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Elevation Capital Advisory, opening a new position worth an estimated $5.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.78M sold.

  • 60 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $139M of ProShares Investment Grade-Interest Rate Hedged stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 11 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q4 2024 and 8 closed out, a net change of +3 holders.
  • The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q4 2024 was Elevation Capital Advisory, an estimated $5.7M added.
  • The largest ProShares Investment Grade-Interest Rate Hedged seller in Q4 2024 was Susquehanna International Group, an estimated $7.78M sold.

Based on aggregated 13F filings for Q4 2024.