ProShares Investment Grade-Interest Rate Hedged
IGHG
71 hedge funds and large institutions have $336M invested in ProShares Investment Grade-Interest Rate Hedged in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 35 reducing their positions, and 16 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
12% less funds holding
Funds holding: 81 → 71 (-10)
18.78% less ownership
Funds ownership: 79.19% → 60.41% (-19%)
50% less capital invested
Capital invested by funds: $677M → $336M (-$341M)
54% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 35
56% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Fortress Wealth Management
Culver City,
California
|
+$3.77M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.61M |
| 3 |
CA
Capital Advantage
Walnut Creek,
California
|
+$1.93M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.06M |
| 5 |
FPS
Fieldpoint Private Securities
Greenwich,
Connecticut
|
+$854K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$164M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$58.6M |
| 3 |
Morgan Stanley
New York
|
-$34.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$17.9M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$8.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAIM
76
Financial Advocates Investment Management
Olympia,
Washington
| – | -$666K | -9,220 | Closed |
|
|
APA
77
Astoria Portfolio Advisors
New York
| – | -$611K | -8,466 | Closed |
|
|
AR
78
Apeiron RIA
Dallas,
Texas
| – | -$507K | -6,961 | Closed |
|
|
CW
79
CreativeOne Wealth
Overland Park,
Kansas
| – | -$491K | -6,802 | Closed |
|
80
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$346K | -4,796 | Closed |
|
81
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$282K | -3,904 | Closed |
|
|
OAM
82
Occidental Asset Management
Burlingame,
California
| – | -$279K | -3,868 | Closed |
|
|
MMA
83
Miracle Mile Advisors
Los Angeles,
California
| – | -$224K | -3,097 | Closed |
|
|
SC
84
Scotia Capital
Toronto,
Ontario, Canada
| – | -$213K | -2,948 | Closed |
|
|
SFS
85
Stiles Financial Services
Edina,
Minnesota
| – | -$200K | -2,775 | Closed |
|
86
Koshinski Asset Management
Decatur,
Illinois
| – | -$56.3K | -780 | Closed |
|
|
PB
87
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$15K | -210 | Closed |
|
IGHG Hedge Fund Activity: Q2 2022 in Review
71 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q2 2022, worth a combined $336M — down 50% from $677M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of IGHG and 7 opened new positions — a net loss of 9 holders — while 35 trimmed existing stakes and 16 added.
The largest buyer was Fortress Wealth Management, adding an estimated $3.77M. The largest seller was Jane Street, cutting an estimated $164M.
- 71 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q2 2022, down from 81 in Q1 2022.
- Funds reported $336M of ProShares Investment Grade-Interest Rate Hedged stock for Q2 2022, down 50% quarter-over-quarter.
- 7 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q2 2022 and 16 closed out, a net change of -9 holders.
- The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q2 2022 was Fortress Wealth Management, an estimated $3.77M added.
- The largest ProShares Investment Grade-Interest Rate Hedged seller in Q2 2022 was Jane Street, an estimated $164M sold.
Based on aggregated 13F filings for Q2 2022.