ProShares Investment Grade-Interest Rate Hedged
IGHG
62 hedge funds and large institutions have $251M invested in ProShares Investment Grade-Interest Rate Hedged in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 33 reducing their positions, and 13 closing their positions.
414% more call options, than puts
Call options by funds: $2.89M | Put options by funds: $562K
9.07% more ownership
Funds ownership: 62.36% → 71.43% (+9.1%)
0% more capital invested
Capital invested by funds: $251M → $251M (+$68.8K)
6% less funds holding
Funds holding: 66 → 62 (-4)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
64% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Capital Advantage
Walnut Creek,
California
|
+$23.2M |
| 2 |
AFS
AFG Fiduciary Services
Hingham,
Massachusetts
|
+$20.7M |
| 3 |
FWM
Fortress Wealth Management
Culver City,
California
|
+$801K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$599K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$415K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$9.1M |
| 2 |
Morgan Stanley
New York
|
-$5.74M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.84M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.58M |
| 5 |
Jane Street
New York
|
-$2.34M |
IGHG Hedge Fund Activity: Q4 2022 in Review
62 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ProShares Investment Grade-Interest Rate Hedged (IGHG) for Q4 2022, worth a combined $251M — up 0.03% from $251M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of IGHG and 10 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 12 added.
The largest buyer was Capital Advantage, adding an estimated $23.2M. The largest seller was Estate Counselors, exiting entirely with an estimated $9.1M sold.
- 62 institutional investors held ProShares Investment Grade-Interest Rate Hedged (IGHG) as of Q4 2022, down from 66 in Q3 2022.
- Funds reported $251M of ProShares Investment Grade-Interest Rate Hedged stock for Q4 2022, up 0.03% quarter-over-quarter.
- 10 funds opened new ProShares Investment Grade-Interest Rate Hedged positions in Q4 2022 and 13 closed out, a net change of -3 holders.
- The largest ProShares Investment Grade-Interest Rate Hedged buyer in Q4 2022 was Capital Advantage, an estimated $23.2M added.
- The largest ProShares Investment Grade-Interest Rate Hedged seller in Q4 2022 was Estate Counselors, an estimated $9.1M sold.
Based on aggregated 13F filings for Q4 2022.