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ProShares Short 20+ Year Treasury ETF

73 hedge funds and large institutions have $190M invested in ProShares Short 20+ Year Treasury ETF in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more capital invested

Capital invested by funds: $125M → $190M (+$65.2M)

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

24% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $1.07M

9.3% more ownership

Funds ownership: 21.45%30.75% (+9.3%)

4% more funds holding

Funds holding: 7073 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
13
Reduced
22
Closed
13
Calls
$1.33M
Puts
$1.07M
Net Calls
+$259K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
NSLI
1
Nan Shan Life Insurance
Taiwan
$42.1M +$44.6M +2,000,000 New
Morgan Stanley
2
Morgan Stanley
New York
$27.9M +$4.03M +180,761 +16%
Wells Fargo
3
Wells Fargo
California
$13.3M -$3.93M -176,398 -22%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$11.3M +$6.43M +288,645 +117%
UBS Group
5
UBS Group
Switzerland
$10.5M +$701K +31,452 +7%
CI
6
Clal Insurance
Israel
$10.2M +$10.6M +475,000 +6,571%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.33M +$2.53M +113,701 +40%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$8.29M +$2.87M +128,659 +45%
FAAS
9
First Allied Advisory Services
California
$6.27M +$6.64M +298,060 New
TPW
10
Tiller Private Wealth
Pennsylvania
$3.88M -$90.3K -4,050 -2%
LPL Financial
11
LPL Financial
California
$3.33M -$2.53M -113,664 -41%
BSWMG
12
Barrington Strategic Wealth Management Group
Illinois
$3.29M -$149K -6,680 -4%
William Blair & Company
13
William Blair & Company
Illinois
$3.18M +$3.37M +151,165 New
JG
14
Jefferies Group
New York
$3.16M +$3.34M +150,000 New
VKH
15
Virtu KCG Holdings
New York
$2.87M +$3.03M +136,142 New
Jane Street
16
Jane Street
New York
$2.62M +$1.35M +60,521 +94%
CIM
17
Cetera Investment Management
California
$2.55M +$2.7M +121,311 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.44M -$288K -12,934 -10%
BPCM
19
Beach Point Capital Management
California
$2.4M -$362K -16,252 -12%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.75M +$47.2K +2,118 +3%
EWM
21
Endurance Wealth Management
Rhode Island
$1.67M -$29K -1,300 -2%
CWM
22
Concert Wealth Management
California
$1.65M +$1.75M +78,392 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.51M -$224K -10,050 -12%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.5M +$299K +13,427 +23%
NC
25
NBW Capital
Massachusetts
$1.2M -$1.49M -67,003 -54%

TBF Hedge Fund Activity: Q2 2016 in Review

73 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q2 2016, worth a combined $190M — up 52% from $125M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TBF positions and 13 closed out — a net gain of 4 holders — while 13 added to existing stakes and 22 trimmed.

The largest buyer was Nan Shan Life Insurance, opening a new position worth an estimated $44.6M. The largest seller was Virtu Financial, exiting entirely with an estimated $6.43M sold.

  • 73 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q2 2016, up from 70 in Q1 2016.
  • Funds reported $190M of ProShares Short 20+ Year Treasury ETF stock for Q2 2016, up 52% quarter-over-quarter.
  • 17 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q2 2016 and 13 closed out, a net change of +4 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q2 2016 was Nan Shan Life Insurance, an estimated $44.6M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q2 2016 was Virtu Financial, an estimated $6.43M sold.

Based on aggregated 13F filings for Q2 2016.