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ProShares Short 20+ Year Treasury ETF

106 hedge funds and large institutions have $601M invested in ProShares Short 20+ Year Treasury ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

5% more funds holding

Funds holding: 101106 (+5)

0.65% more ownership

Funds ownership: 38.75%39.4% (+0.65%)

8% less capital invested

Capital invested by funds: $653M → $601M (-$51.7M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

72% less call options, than puts

Call options by funds: $966K | Put options by funds: $3.5M

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
3.06%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
18
Increased
38
Reduced
27
Closed
13
Calls
$966K
Puts
$3.5M
Net Calls
-$2.53M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
101
WhitTier Trust Company
Nevada
$11K
FHA
102
First Horizon Advisors
Tennessee
$11K +$2.16K +69 +22%
Creative Planning
103
Creative Planning
Kansas
$4K +$3.75K +120 New
Ameriprise
104
Ameriprise
Minnesota
$2K
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.87K +60 New
TFA
106
Transamerica Financial Advisors
Florida
$1K -$1.16K -37 -97%
ACM
107
Alpha Capital Management
Texas
-$6.13M -186,504 Closed
Goldman Sachs
108
Goldman Sachs
New York
-$5.91M -179,694 Closed
DAS
109
Dynamic Advisor Solutions
Arizona
-$781K -23,767 Closed
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
-$716K -21,774 Closed
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
-$599K -18,208 Closed
William Blair & Company
112
William Blair & Company
Illinois
-$457K -13,900 Closed
FHC
113
First Heartland Consultants
Missouri
-$426K -12,955 Closed
FAAS
114
First Allied Advisory Services
California
-$375K -11,372 Closed
NFG
115
Nadler Financial Group
Illinois
-$259K -7,870 Closed
FCH
116
Freestone Capital Holdings
Washington
-$201K -6,118 Closed
SHWM
117
Smith & Howard Wealth Management
Georgia
-$35K -1,065 Closed
AA
118
Apriem Advisors
California
-$7K -200 Closed
MFS
119
MSI Financial Services
Massachusetts
-$2K -57 Closed

TBF Hedge Fund Activity: Q1 2014 in Review

106 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q1 2014, worth a combined $601M — down 7.9% from $653M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TBF positions and 13 closed out — a net gain of 5 holders — while 38 added to existing stakes and 27 trimmed.

The largest buyer was UBS, adding an estimated $9.22M. The largest seller was Brinker Capital, cutting an estimated $25.5M.

  • 106 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q1 2014, up from 101 in Q4 2013.
  • Funds reported $601M of ProShares Short 20+ Year Treasury ETF stock for Q1 2014, down 7.9% quarter-over-quarter.
  • 18 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q1 2014 and 13 closed out, a net change of +5 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q1 2014 was UBS, an estimated $9.22M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q1 2014 was Brinker Capital, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2014.