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ProShares Short 20+ Year Treasury ETF
TBF

43 hedge funds and large institutions have $29.7M invested in ProShares Short 20+ Year Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $983K | Put options by funds: $328K

103% more capital invested

Capital invested by funds: $14.7M → $29.7M (+$15M)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

19% more funds holding

Funds holding: 36 → 43 (+7)

14.36% more ownership

Funds ownership: 21.71% → 36.07% (+14%)

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
6
Reduced
4
Closed
7
Calls
$983K
Puts
$328K
Net Calls
+$655K
Net Calls Change
+$719K

Top Buyers

Rank Fund Capital Flow
1
RVM
Robinson Value Management
Texas
+$3.83M
2
AP
Advisors Preferred
Maryland
+$3.73M
3
LPL Financial
LPL Financial
California
+$3.43M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$3.2M
5
WAM
Worth Asset Management
Texas
+$571K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.18M
2
Morgan Stanley
Morgan Stanley
New York
-$1.26M
3
Citadel Advisors
Citadel Advisors
Florida
-$832K
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$59.6K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
26
Cullen/Frost Bankers
Texas
$73.9K – – –
William Blair & Company
27
William Blair & Company
Illinois
$57.9K – – –
US Bancorp
28
US Bancorp
Minnesota
$27.7K – – –
AA
29
Ancora Advisors
Ohio
$27.2K – – –
AWM
30
AE Wealth Management
Kansas
$25.9K +$24.8K +1,051 New
RTL
31
Red Tortoise LLC
Georgia
$20.2K +$19.3K +818 New
NWWA
32
New Wave Wealth Advisors
Arkansas
$19.9K +$19.1K +809 New
Citigroup
33
Citigroup
New York
$12.3K – – –
AssetMark Inc
34
AssetMark Inc
California
$10.8K – – –
SAM
35
Synergy Asset Management
Washington
$5.36K +$5.71K +242 New
SWM
36
Spire Wealth Management
Virginia
$4.87K +$118 +5 +3%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$4.07K – – –
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$2.54K +$1.13K +48 +87%
AWM
39
Avior Wealth Management
Nebraska
$1.75K +$47 +2 +3%
SFA
40
Semmax Financial Advisors
North Carolina
$350 – – –
CA
41
CoreCap Advisors
Michigan
$320 – – –
TH
42
TCTC Holdings
Texas
$296 – – –
TRCT
43
Tower Research Capital (TRC)
New York
$74 -$71 -3 -50%
Wells Fargo
44
Wells Fargo
California
$1 – – –
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
– -$59.6K -2,693 Closed
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
– -$13K -575 Closed
NS
47
NBC Securities
Alabama
– -$8K -406 Closed
JP Morgan Chase
48
JP Morgan Chase
New York
– -$2.21K -100 Closed
GRP
49
Global Retirement Partners
California
– -$332 -15 Closed
CPA
50
Clear Point Advisors
New York
– -$94 -4 Closed
1
2
3

TBF Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q4 2024, worth a combined $29.7M — up 103% from $14.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TBF positions and 7 closed out — a net gain of 7 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Robinson Value Management, opening a new position worth an estimated $3.83M. The largest seller was Jane Street, cutting an estimated $2.18M.

  • 43 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q4 2024, up from 36 in Q3 2024.
  • Funds reported $29.7M of ProShares Short 20+ Year Treasury ETF stock for Q4 2024, up 103% quarter-over-quarter.
  • 14 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q4 2024 and 7 closed out, a net change of +7 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q4 2024 was Robinson Value Management, an estimated $3.83M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q4 2024 was Jane Street, an estimated $2.18M sold.

Based on aggregated 13F filings for Q4 2024.