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ProShares Trust UltraShort Lehman 7-10 Year Treasury

18 hedge funds and large institutions have $6.23M invested in ProShares Trust UltraShort Lehman 7-10 Year Treasury in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 3.93%3.9% (-0.03%)

16% less capital invested

Capital invested by funds: $7.44M → $6.23M (-$1.22M)

22% less funds holding

Funds holding: 2318 (-5)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
18
Holders Change
-5
Holders Change %
-21.74%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Carret Asset Management
New York
$1.15M -$126K -5,770 -10%
Jane Street
2
Jane Street
New York
$843K -$245K -11,265 -22%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$767K +$48.7K +2,238 +7%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$694K +$715K +32,852 New
LPL Financial
5
LPL Financial
California
$602K -$243K -11,174 -28%
SCM
6
Southport Capital Management
Tennessee
$474K +$3.59K +165 +0.7%
BUB
7
BBVA USA Bancshares
Texas
$425K
DS
8
DRW Securities
Illinois
$295K
FIM
9
Freedom Investment Management
Connecticut
$254K +$262K +12,016 New
IB
10
Intrust Bank
Kansas
$215K -$5.44K -250 -2%
Bank of America
11
Bank of America
North Carolina
$136K
EDRH
12
Edmond de Rothschild Holding
Switzerland
$85K
EDRS
13
Edmond de Rothschild (Suisse)
Switzerland
$85K
Morgan Stanley
14
Morgan Stanley
New York
$71K +$19.8K +910 +37%
UBS Group
15
UBS Group
Switzerland
$57K -$32.6K -1,496 -36%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$38K -$152K -6,978 -79%
US Bancorp
17
US Bancorp
Minnesota
$34K
VF
18
Virtu Financial
New York
-$683K -29,405 Closed
Citadel Advisors
19
Citadel Advisors
Florida
-$114K -4,884 Closed
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
-$40K -1,737 Closed
DADC
21
D.A. Davidson & Co
Montana
-$17K -754 Closed
IA
22
IFP Advisors
Florida
-$2K -100 Closed
Citigroup
23
Citigroup
New York
-$1K -53 Closed

PST Hedge Fund Activity: Q1 2016 in Review

18 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) for Q1 2016, worth a combined $6.23M — down 16% from $7.44M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PST and 2 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 3 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $715K. The largest seller was Virtu Financial, exiting entirely with an estimated $683K sold.

  • 18 institutional investors held ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) as of Q1 2016, down from 23 in Q4 2015.
  • Funds reported $6.23M of ProShares Trust UltraShort Lehman 7-10 Year Treasury stock for Q1 2016, down 16% quarter-over-quarter.
  • 2 funds opened new ProShares Trust UltraShort Lehman 7-10 Year Treasury positions in Q1 2016 and 7 closed out, a net change of -5 holders.
  • The largest ProShares Trust UltraShort Lehman 7-10 Year Treasury buyer in Q1 2016 was Susquehanna International Group, an estimated $715K added.
  • The largest ProShares Trust UltraShort Lehman 7-10 Year Treasury seller in Q1 2016 was Virtu Financial, an estimated $683K sold.

Based on aggregated 13F filings for Q1 2016.