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ProShares Short 20+ Year Treasury ETF

75 hedge funds and large institutions have $190M invested in ProShares Short 20+ Year Treasury ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,347% more call options, than puts

Call options by funds: $50.8M | Put options by funds: $3.51M

4% less funds holding

Funds holding: 7875 (-3)

5.26% less ownership

Funds ownership: 27.42%22.16% (-5.3%)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

39% less capital invested

Capital invested by funds: $310M → $190M (-$120M)

44% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 27

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
13
Increased
15
Reduced
27
Closed
15
Calls
$50.8M
Puts
$3.51M
Net Calls
+$47.3M
Net Calls Change
+$50.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.8M -$22.9M -908,287 -29%
Wells Fargo
2
Wells Fargo
California
$33.1M -$9.92M -394,177 -23%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.9M -$480K -19,062 -2%
UBS Group
4
UBS Group
Switzerland
$14.3M +$2.18M +86,663 +18%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$7.75M -$358K -14,234 -4%
LPL Financial
6
LPL Financial
California
$5.87M -$4.64M -184,517 -44%
JG
7
Jefferies Group
New York
$5.58M -$513K -20,364 -8%
BSWMG
8
Barrington Strategic Wealth Management Group
Illinois
$4.1M -$269K -10,681 -6%
RJA
9
Raymond James & Associates
Florida
$4.03M +$1.21M +48,175 +42%
NC
10
NBW Capital
Massachusetts
$3.34M +$3.42M +136,056 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.67M -$6.24K -248 -0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.64M +$139K +5,535 +5%
EWM
13
Endurance Wealth Management
Rhode Island
$2.23M -$25.8K -1,025 -1%
SCA
14
Strategic Capital Alternatives
United States
$2.06M +$30.2K +1,200 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.05M +$748K +29,717 +55%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.03M -$6.22K -247 -0.3%
VF
17
Virtu Financial
New York
$1.63M +$1.67M +66,516 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.47M +$903K +35,893 +150%
1IA
19
1834 Investment Advisors
Wisconsin
$1.29M +$1.32M +52,600 New
AF
20
Aldebaran Financial
$1.26M -$15.1K -600 -1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.19M +$82.3K +3,270 +7%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.13M -$6.34K -252 -0.5%
PAG
23
Private Advisor Group
New Jersey
$945K -$1.02M -40,519 -51%
Citadel Advisors
24
Citadel Advisors
Florida
$936K +$949K +37,699 +8,073%
HA
25
Hays Advisory
Tennessee
$862K +$133K +5,287 +18%

TBF Hedge Fund Activity: Q3 2015 in Review

75 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q3 2015, worth a combined $190M — down 39% from $310M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of TBF and 13 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 15 added.

The largest buyer was NBW Capital, opening a new position worth an estimated $3.42M. The largest seller was Morgan Stanley, cutting an estimated $22.9M.

  • 75 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q3 2015, down from 78 in Q2 2015.
  • Funds reported $190M of ProShares Short 20+ Year Treasury ETF stock for Q3 2015, down 39% quarter-over-quarter.
  • 13 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q3 2015 and 15 closed out, a net change of -2 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q3 2015 was NBW Capital, an estimated $3.42M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q3 2015 was Morgan Stanley, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2015.