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ProShares Short 20+ Year Treasury ETF

79 hedge funds and large institutions have $161M invested in ProShares Short 20+ Year Treasury ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $798K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6.19% less ownership

Funds ownership: 31.83%25.64% (-6.2%)

10% less funds holding

Funds holding: 8879 (-9)

35% less capital invested

Capital invested by funds: $248M → $161M (-$87M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

50% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 28

Holders
79
Holders Change
-9
Holders Change %
-10.23%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
14
Reduced
28
Closed
19
Calls
$1.22M
Puts
$798K
Net Calls
+$418K
Net Calls Change
+$722K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$32.1M +$1.18M +51,825 +4%
Morgan Stanley
2
Morgan Stanley
New York
$26.5M +$4.32M +189,374 +19%
UBS Group
3
UBS Group
Switzerland
$14.6M -$2.23M -97,538 -13%
ACM
4
Aviance Capital Management
Florida
$8.22M -$354K -15,504 -4%
CI
5
Clal Insurance
Israel
$7.99M -$17.1M -750,882 -68%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$7.41M -$2.5M -109,364 -25%
EDRH
7
Edmond de Rothschild Holding
Switzerland
$5.12M +$3.1M +135,913 +148%
William Blair & Company
8
William Blair & Company
Illinois
$4.75M +$1.3M +56,750 +37%
HWA
9
HCR Wealth Advisors
California
$4.52M +$192K +8,400 +4%
TPW
10
Tiller Private Wealth
Pennsylvania
$4.1M -$9.47K -415 -0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.88M -$255K -11,172 -6%
LPL Financial
12
LPL Financial
California
$3.71M -$199K -8,718 -5%
BSWMG
13
Barrington Strategic Wealth Management Group
Illinois
$3.32M -$77.2K -3,385 -2%
AFP
14
Ausdal Financial Partners
Iowa
$3.27M +$3.32M +145,558 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$3.16M -$4.51M -197,853 -58%
Allianz Asset Management
16
Allianz Asset Management
Germany
$2.58M
SIM
17
SSI Investment Management
California
$2.47M
Wolverine Trading
18
Wolverine Trading
Illinois
$1.84M +$1.59M +69,827 +565%
OC
19
Oppenheimer & Co
New York
$1.8M +$1.83M +80,281 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.69M -$146K -6,380 -8%
SCM
21
Stellar Capital Management
Arizona
$1.56M +$1.58M +69,195 New
KKRC
22
Kohlberg Kravis Roberts & Co
New York
$1.35M +$570K +25,000 +71%
AIP
23
ARS Investment Partners
New York
$1.33M
Jane Street
24
Jane Street
New York
$1.26M -$1.08M -47,505 -46%
1IA
25
1834 Investment Advisors
Wisconsin
$1.25M +$66.2K +2,900 +6%

TBF Hedge Fund Activity: Q2 2017 in Review

79 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q2 2017, worth a combined $161M — down 35% from $248M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TBF and 11 opened new positions — a net loss of 8 holders — while 28 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $4.32M. The largest seller was Stadion Money Management, exiting entirely with an estimated $36.7M sold.

  • 79 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q2 2017, down from 88 in Q1 2017.
  • Funds reported $161M of ProShares Short 20+ Year Treasury ETF stock for Q2 2017, down 35% quarter-over-quarter.
  • 11 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q2 2017 and 19 closed out, a net change of -8 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q2 2017 was Morgan Stanley, an estimated $4.32M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q2 2017 was Stadion Money Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2017.