We are live on ! Find out more
PST icon

ProShares Trust UltraShort Lehman 7-10 Year Treasury

29 hedge funds and large institutions have $25M invested in ProShares Trust UltraShort Lehman 7-10 Year Treasury in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

185.26% more ownership

Funds ownership: 10.08%195.34% (+185%)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

17% less funds holding

Funds holding: 3529 (-6)

23% less capital invested

Capital invested by funds: $32.7M → $25M (-$7.65M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

65% less call options, than puts

Call options by funds: $532K | Put options by funds: $1.54M

Holders
29
Holders Change
-6
Holders Change %
-17.14%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
8
Closed
12
Calls
$532K
Puts
$1.54M
Net Calls
-$1.01M
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.36M +$5.19M +172,846 +384%
MFM
2
Mohican Financial Management
Connecticut
$5.84M +$600M +19,980,000 +99,900%
AWM
3
Altavista Wealth Management
North Carolina
$2.6M +$2.67M +88,835 New
LPL Financial
4
LPL Financial
California
$2.28M -$73.1K -2,434 -3%
VKH
5
Virtu KCG Holdings
New York
$884K +$908K +30,264 New
AI
6
Atria Investments
North Carolina
$778K +$24.7K +823 +3%
SG Americas Securities
7
SG Americas Securities
New York
$746K
CAM
8
Carret Asset Management
New York
$732K +$45K +1,500 +6%
Mariner
9
Mariner
Kansas
$640K -$33.9K -1,129 -5%
BCM
10
Bluefin Capital Management
New York
$600K -$916K -30,515 -58%
BUB
11
BBVA USA Bancshares
Texas
$587K
IB
12
Intrust Bank
Kansas
$553K +$9.76K +325 +2%
Jane Street
13
Jane Street
New York
$547K -$10M -333,959 -95%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$399K -$378K -12,585 -48%
US Bancorp
15
US Bancorp
Minnesota
$281K +$206K +6,870 +251%
Bank of America
16
Bank of America
North Carolina
$254K -$307K -10,234 -54%
BBHC
17
Brown Brothers Harriman & Co
New York
$234K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$169K
Deutsche Bank
19
Deutsche Bank
Germany
$148K -$30 -1 -0%
SFS
20
Signator Financial Services
Massachusetts
$91K +$93.8K +3,124 New
U
21
UBS
Switzerland
$88K +$90.1K +3,000 New
Creative Planning
22
Creative Planning
Kansas
$58K -$2.25K -75 -4%
WA
23
WFG Advisors
Texas
$45K +$15K +500 +49%
Invesco
24
Invesco
Georgia
$41K
Citigroup
25
Citigroup
New York
$29K +$18.1K +602 +147%

PST Hedge Fund Activity: Q3 2013 in Review

29 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) for Q3 2013, worth a combined $25M — down 23% from $32.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PST and 7 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was Mohican Financial Management, adding an estimated $600M. The largest seller was Jane Street, cutting an estimated $10M.

  • 29 institutional investors held ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) as of Q3 2013, down from 35 in Q2 2013.
  • Funds reported $25M of ProShares Trust UltraShort Lehman 7-10 Year Treasury stock for Q3 2013, down 23% quarter-over-quarter.
  • 7 funds opened new ProShares Trust UltraShort Lehman 7-10 Year Treasury positions in Q3 2013 and 12 closed out, a net change of -5 holders.
  • The largest ProShares Trust UltraShort Lehman 7-10 Year Treasury buyer in Q3 2013 was Mohican Financial Management, an estimated $600M added.
  • The largest ProShares Trust UltraShort Lehman 7-10 Year Treasury seller in Q3 2013 was Jane Street, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2013.