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ProShares Trust UltraShort Lehman 7-10 Year Treasury

28 hedge funds and large institutions have $13.6M invested in ProShares Trust UltraShort Lehman 7-10 Year Treasury in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% less ownership

Funds ownership: 6.56%4.45% (-2.1%)

13% less funds holding

Funds holding: 3228 (-4)

33% less capital invested

Capital invested by funds: $20.3M → $13.6M (-$6.72M)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2.16M

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
9
Closed
8
Calls
Puts
$2.16M
Net Calls
-$2.16M
Net Calls Change
+$222K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.15M -$2.25M -78,210 -41%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.76M +$1.57M +54,660 +759%
CAM
3
Carret Asset Management
New York
$1.11M +$410K +14,260 +58%
LPL Financial
4
LPL Financial
California
$983K -$1.18M -40,898 -54%
VKH
5
Virtu KCG Holdings
New York
$758K -$358K -12,454 -32%
SG Americas Securities
6
SG Americas Securities
New York
$727K
BUB
7
BBVA USA Bancshares
Texas
$572K
U
8
UBS
Switzerland
$495K +$112K +3,899 +29%
RA
9
Royce & Associates
New York
$427K +$86.3K +3,000 +25%
Deutsche Bank
10
Deutsche Bank
Germany
$399K
EWM
11
Edge Wealth Management
New York
$356K
First Trust Advisors
12
First Trust Advisors
Illinois
$302K +$46.5K +1,615 +18%
BCM
13
Bluefin Capital Management
New York
$300K -$262K -9,088 -50%
MFM
14
Mohican Financial Management
Connecticut
$285K
VF
15
Virtu Financial
New York
$265K -$546K -18,968 -67%
US Bancorp
16
US Bancorp
Minnesota
$257K -$15.3K -530 -6%
Bank of America
17
Bank of America
North Carolina
$247K
Jane Street
18
Jane Street
New York
$242K +$245K +8,504 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$234K -$2.52M -87,597 -91%
BBHC
20
Brown Brothers Harriman & Co
New York
$228K
IB
21
Intrust Bank
Kansas
$201K +$203K +7,050 New
Citadel Advisors
22
Citadel Advisors
Florida
$103K +$104K +3,623 New
BRWM
23
B. Riley Wealth Management
Tennessee
$60K +$60.6K +2,105 New
Morgan Stanley
24
Morgan Stanley
New York
$54K -$65.2K -2,267 -55%
WA
25
WFG Advisors
Texas
$43K -$662 -23 -2%

PST Hedge Fund Activity: Q1 2014 in Review

28 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) for Q1 2014, worth a combined $13.6M — down 33% from $20.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PST and 4 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.57M. The largest seller was Susquehanna International Group, cutting an estimated $2.52M.

  • 28 institutional investors held ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) as of Q1 2014, down from 32 in Q4 2013.
  • Funds reported $13.6M of ProShares Trust UltraShort Lehman 7-10 Year Treasury stock for Q1 2014, down 33% quarter-over-quarter.
  • 4 funds opened new ProShares Trust UltraShort Lehman 7-10 Year Treasury positions in Q1 2014 and 8 closed out, a net change of -4 holders.
  • The largest ProShares Trust UltraShort Lehman 7-10 Year Treasury buyer in Q1 2014 was Royal Bank of Canada, an estimated $1.57M added.
  • The largest ProShares Trust UltraShort Lehman 7-10 Year Treasury seller in Q1 2014 was Susquehanna International Group, an estimated $2.52M sold.

Based on aggregated 13F filings for Q1 2014.