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ProShares Short 20+ Year Treasury ETF

70 hedge funds and large institutions have $125M invested in ProShares Short 20+ Year Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 29 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: 11 (0)

2.22% less ownership

Funds ownership: 23.67%21.45% (-2.2%)

8% less funds holding

Funds holding: 7670 (-6)

34% less capital invested

Capital invested by funds: $190M → $125M (-$65.3M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

47% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $2.41M

66% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 29

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
10
Reduced
29
Closed
16
Calls
$1.28M
Puts
$2.41M
Net Calls
-$1.13M
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$25.9M -$20.1M -867,571 -43%
Wells Fargo
2
Wells Fargo
California
$18.3M -$12.2M -526,252 -39%
UBS Group
3
UBS Group
Switzerland
$10.6M -$1.77M -76,420 -14%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$6.44M +$5.53M +238,612 +520%
VF
5
Virtu Financial
New York
$6.43M +$6.58M +283,765 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.39M -$12.7M -548,277 -66%
LPL Financial
7
LPL Financial
California
$6.18M -$3.25M -140,324 -34%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$5.59M +$1.04M +44,967 +22%
TPW
9
Tiller Private Wealth
Pennsylvania
$4.26M +$1.97K +85 +0%
BSWMG
10
Barrington Strategic Wealth Management Group
Illinois
$3.69M +$20.9K +900 +0.6%
BPCM
11
Beach Point Capital Management
California
$2.94M +$3.02M +130,227 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.92M -$67.2K -2,896 -2%
NC
13
NBW Capital
Massachusetts
$2.81M -$69.8K -3,011 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.85M
HighTower Advisors
15
HighTower Advisors
Illinois
$1.83M -$26K -1,123 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.5M +$89.3K +3,852 +6%
Jane Street
17
Jane Street
New York
$1.45M -$700K -30,160 -32%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.31M -$162K -6,974 -11%
1IA
19
1834 Investment Advisors
Wisconsin
$1.19M
RJA
20
Raymond James & Associates
Florida
$1.16M -$2.31M -99,783 -66%
Parallax Volatility Advisers
21
Parallax Volatility Advisers
California
$1.12M +$1.14M +49,263 +4,926,300%
EDRH
22
Edmond de Rothschild Holding
Switzerland
$1.03M
UCFA
23
United Capital Financial Advisors
Texas
$922K +$944K +40,713 New
EDRS
24
Edmond de Rothschild (Suisse)
Switzerland
$894K
M&T Bank
25
M&T Bank
New York
$816K -$410K -17,676 -33%

TBF Hedge Fund Activity: Q1 2016 in Review

70 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q1 2016, worth a combined $125M — down 34% from $190M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of TBF and 10 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 10 added.

The largest buyer was Virtu Financial, opening a new position worth an estimated $6.58M. The largest seller was Morgan Stanley, cutting an estimated $20.1M.

  • 70 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q1 2016, down from 76 in Q4 2015.
  • Funds reported $125M of ProShares Short 20+ Year Treasury ETF stock for Q1 2016, down 34% quarter-over-quarter.
  • 10 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q1 2016 and 16 closed out, a net change of -6 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q1 2016 was Virtu Financial, an estimated $6.58M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q1 2016 was Morgan Stanley, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2016.