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ProShares Trust UltraShort Lehman 7-10 Year Treasury

27 hedge funds and large institutions have $11.9M invested in ProShares Trust UltraShort Lehman 7-10 Year Treasury in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $9.03M → $11.9M (+$2.82M)

8% more funds holding

Funds holding: 2527 (+2)

0.88% more ownership

Funds ownership: 3.71%4.59% (+0.88%)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.98M +$1.92M +80,019 +97%
CAM
2
Carret Asset Management
New York
$1.72M +$51K +2,125 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$939K -$259K -10,811 -22%
Jane Street
4
Jane Street
New York
$889K +$634K +26,412 +267%
BUB
5
BBVA USA Bancshares
Texas
$492K
LPL Financial
6
LPL Financial
California
$440K +$39.8K +1,660 +10%
DWM
7
Dakota Wealth Management
Florida
$432K -$36.8K -1,535 -8%
RA
8
Royce & Associates
New York
$367K
DS
9
DRW Securities
Illinois
$341K
Citadel Advisors
10
Citadel Advisors
Florida
$311K +$287K +11,980 +1,690%
BCM
11
Bluefin Capital Management
New York
$306K +$300K +12,505 New
VF
12
Virtu Financial
New York
$299K +$293K +12,206 New
VKH
13
Virtu KCG Holdings
New York
$243K +$28.4K +1,182 +14%
IB
14
Intrust Bank
Kansas
$241K
Bank of America
15
Bank of America
North Carolina
$197K +$8.18K +341 +4%
Wells Fargo
16
Wells Fargo
California
$108K +$96K +4,000 +1,000%
Morgan Stanley
17
Morgan Stanley
New York
$102K +$41.5K +1,728 +70%
EDRH
18
Edmond de Rothschild Holding
Switzerland
$98K +$96K +4,000 New
EDRS
19
Edmond de Rothschild (Suisse)
Switzerland
$98K +$96K +4,000 New
GWA
20
Genesis Wealth Advisors
Massachusetts
$53.9K -$24K -1,000 -31%
CLOS
21
Compagnie Lombard Odier SCmA
Switzerland
$53K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$49K -$5.71K -238 -11%
US Bancorp
23
US Bancorp
Minnesota
$39K
UBS Group
24
UBS Group
Switzerland
$39K +$38.6K +1,610 New
DADC
25
D.A. Davidson & Co
Montana
$18K

PST Hedge Fund Activity: Q2 2015 in Review

27 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) for Q2 2015, worth a combined $11.9M — up 31% from $9.03M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PST positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.92M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $998K sold.

  • 27 institutional investors held ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) as of Q2 2015, up from 25 in Q1 2015.
  • Funds reported $11.9M of ProShares Trust UltraShort Lehman 7-10 Year Treasury stock for Q2 2015, up 31% quarter-over-quarter.
  • 6 funds opened new ProShares Trust UltraShort Lehman 7-10 Year Treasury positions in Q2 2015 and 4 closed out, a net change of +2 holders.
  • The largest ProShares Trust UltraShort Lehman 7-10 Year Treasury buyer in Q2 2015 was Royal Bank of Canada, an estimated $1.92M added.
  • The largest ProShares Trust UltraShort Lehman 7-10 Year Treasury seller in Q2 2015 was Susquehanna International Group, an estimated $998K sold.

Based on aggregated 13F filings for Q2 2015.