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ProShares Short 20+ Year Treasury ETF

104 hedge funds and large institutions have $598M invested in ProShares Short 20+ Year Treasury ETF in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $601M → $598M (-$3.47M)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

2% less funds holding

Funds holding: 106104 (-2)

2.27% less ownership

Funds ownership: 39.4%37.13% (-2.3%)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

80% less call options, than puts

Call options by funds: $942K | Put options by funds: $4.79M

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
2.99%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
14
Increased
30
Reduced
32
Closed
16
Calls
$942K
Puts
$4.79M
Net Calls
-$3.85M
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$137M -$8.96M -303,866 -6%
U
2
UBS
Switzerland
$77M -$5.88M -199,407 -7%
Wells Fargo
3
Wells Fargo
California
$58.4M -$2.67M -90,686 -4%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$42.2M -$23.3M -791,180 -35%
MNA
5
Manning & Napier Advisors
New York
$37.8M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$24.1M -$1.14M -38,597 -4%
WIM
7
Weitz Investment Management
Nebraska
$23M +$8.26M +280,000 +54%
BC
8
Brinker Capital
Pennsylvania
$20.7M +$14.9M +503,976 +236%
JP Morgan Chase
9
JP Morgan Chase
New York
$13.4M -$421K -14,264 -3%
COPM
10
Charter Oak Partners Management
Connecticut
$12.2M +$3.69M +125,000 +42%
LPL Financial
11
LPL Financial
California
$12.2M -$3.12M -105,678 -20%
MFW
12
Meristem Family Wealth
Minnesota
$9.47M -$12.9K -439 -0.1%
CS
13
Credit Suisse
Switzerland
$8.62M +$4.63M +157,130 +111%
BSWMG
14
Barrington Strategic Wealth Management Group
Illinois
$8.3M -$793K -26,892 -9%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$7.72M
SI
16
Sentry Investments
Ontario, Canada
$7.49M +$7.67M +260,000 New
Bank of America
17
Bank of America
North Carolina
$6.87M +$122K +4,121 +2%
VF
18
Virtu Financial
New York
$6.53M +$6.28M +212,947 +1,542%
RJA
19
Raymond James & Associates
Florida
$6.33M -$508K -17,219 -7%
B
20
Baird
Wisconsin
$6.09M +$4.73M +160,270 +314%
LOM
21
Loeb Offshore Management
New York
$5.76M
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$4.88M +$941K +31,914 +23%
VP
23
Value Partners
Hong Kong
$4.88M
CA
24
Commerzbank Aktiengesellschaft
Germany
$3.6M -$3.46M -117,400 -48%
Allianz Asset Management
25
Allianz Asset Management
Germany
$3.46M +$3.54M +120,000 New

TBF Hedge Fund Activity: Q2 2014 in Review

104 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q2 2014, worth a combined $598M — down 0.58% from $601M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of TBF and 14 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 30 added.

The largest buyer was Brinker Capital, adding an estimated $14.9M. The largest seller was Bank of Montreal, cutting an estimated $23.3M.

  • 104 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q2 2014, down from 106 in Q1 2014.
  • Funds reported $598M of ProShares Short 20+ Year Treasury ETF stock for Q2 2014, down 0.58% quarter-over-quarter.
  • 14 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q2 2014 and 16 closed out, a net change of -2 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q2 2014 was Brinker Capital, an estimated $14.9M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q2 2014 was Bank of Montreal, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2014.