We are live on ! Find out more
TBF icon

ProShares Short 20+ Year Treasury ETF

76 hedge funds and large institutions have $190M invested in ProShares Short 20+ Year Treasury ETF in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1.51% more ownership

Funds ownership: 22.16%23.67% (+1.5%)

1% more funds holding

Funds holding: 7576 (+1)

0% more capital invested

Capital invested by funds: $190M → $190M (+$831K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

47% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $2.12M

48% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 27

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
14
Reduced
27
Closed
11
Calls
$1.14M
Puts
$2.12M
Net Calls
-$987K
Net Calls Change
-$48.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Hays Advisory
Tennessee
$915K +$45.8K +1,857 +5%
AF
27
Aldebaran Financial
$899K -$364K -14,750 -29%
KKRC
28
Kohlberg Kravis Roberts & Co
New York
$866K
EAMA
29
EFG Asset Management (Americas)
Florida
$836K +$114K +4,605 +16%
PAG
30
Private Advisor Group
New Jersey
$711K -$242K -9,807 -25%
DS
31
DRW Securities
Illinois
$669K +$668K +27,047 New
Bank of America
32
Bank of America
North Carolina
$597K
Citadel Advisors
33
Citadel Advisors
Florida
$572K -$371K -15,030 -39%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$500K -$695K -28,164 -58%
First Trust Advisors
35
First Trust Advisors
Illinois
$431K -$63.2K -2,560 -13%
CS
36
Credit Suisse
Switzerland
$431K +$15.6K +631 +4%
VKH
37
Virtu KCG Holdings
New York
$341K +$340K +13,772 New
DDPIC
38
Deroy & Devereaux Private Investment Counsel
Michigan
$304K
ICAS
39
Investors Capital Advisory Services
Massachusetts
$300K -$39.5K -1,600 -12%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$297K -$40.2K -1,630 -12%
CI
41
Clal Insurance
Israel
$278K +$278K +11,252 New
EP
42
Elkhorn Partners
Nebraska
$267K
MCI
43
McDonald Capital Investors
California
$260K
AIM
44
Astor Investment Management
Illinois
$247K -$43.1K -1,745 -15%
HCM
45
Horrell Capital Management
Arkansas
$247K
SCM
46
Southport Capital Management
Tennessee
$224K +$5.16K +209 +2%
RIG
47
Roosevelt Investment Group
New York
$215K +$215K +8,697 New
ACM
48
Aviance Capital Management
Florida
$211K +$210K +8,519 New
WPC
49
Waters Parkerson & Co
Louisiana
$208K +$207K +8,393 New
UMA
50
USA Mutuals Advisors
Texas
$198K

TBF Hedge Fund Activity: Q4 2015 in Review

76 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q4 2015, worth a combined $190M — up 0.44% from $190M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TBF positions and 11 closed out — a net gain of 2 holders — while 14 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.41M. The largest seller was Morgan Stanley, cutting an estimated $5.51M.

  • 76 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q4 2015, up from 75 in Q3 2015.
  • Funds reported $190M of ProShares Short 20+ Year Treasury ETF stock for Q4 2015, up 0.44% quarter-over-quarter.
  • 13 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q4 2015 and 11 closed out, a net change of +2 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q4 2015 was LPL Financial, an estimated $4.41M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q4 2015 was Morgan Stanley, an estimated $5.51M sold.

Based on aggregated 13F filings for Q4 2015.