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ProShares Short 20+ Year Treasury ETF

79 hedge funds and large institutions have $113M invested in ProShares Short 20+ Year Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $871K

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 7979 (0)

0.11% less ownership

Funds ownership: 24.81%24.7% (-0.11%)

13% less capital invested

Capital invested by funds: $129M → $113M (-$16.6M)

65% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 26

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
9
Reduced
26
Closed
21
Calls
$1.7M
Puts
$871K
Net Calls
+$824K
Net Calls Change
-$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$17.2M -$9.4M -397,295 -34%
CI
2
Conning Inc
Connecticut
$15.6M +$16.5M +698,589 New
Morgan Stanley
3
Morgan Stanley
New York
$14M -$9.9M -418,509 -40%
LPL Financial
4
LPL Financial
California
$8.66M +$471K +19,933 +5%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$7.32M -$311K -13,136 -4%
William Blair & Company
6
William Blair & Company
Illinois
$5.42M -$266K -11,250 -4%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$4.01M -$615K -25,984 -13%
TCM
8
Tuttle Capital Management
Connecticut
$3.83M +$4.05M +171,237 New
HCM
9
Hudson Capital Management
New Jersey
$3.21M +$290K +12,265 +9%
TC
10
Telemus Capital
Michigan
$2.82M -$276K -11,658 -8%
Citadel Advisors
11
Citadel Advisors
Florida
$2.68M -$416K -17,584 -13%
UBS Group
12
UBS Group
Switzerland
$2.3M +$368K +15,569 +18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.17M +$2M +84,642 +688%
SIM
14
SSI Investment Management
California
$2.02M -$1.34M -56,634 -39%
IMC Chicago
15
IMC Chicago
Illinois
$1.9M +$2.01M +85,048 New
SCM
16
Stellar Capital Management
Arizona
$1.59M -$95.8K -4,050 -5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.43M -$33.5K -1,418 -2%
BHMP
18
Bardin Hill Management Partners
New York
$1.39M +$1.47M +62,000 New
1IA
19
1834 Investment Advisors
Wisconsin
$1.24M
MCI
20
McDonald Capital Investors
California
$1.21M
CIBC World Market
21
CIBC World Market
Ontario, Canada
$993K +$79.3K +3,354 +8%
VWA
22
V Wealth Advisors
Kansas
$932K
BAM
23
Belpointe Asset Management
Nevada
$858K +$906K +38,327 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$793K -$57.8K -2,443 -6%
PCM
25
Peak Capital Management
Colorado
$668K -$88.4K -3,738 -11%

TBF Hedge Fund Activity: Q4 2018 in Review

79 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q4 2018, worth a combined $113M — down 13% from $129M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TBF positions and 21 closed out — a net gain of 1 holder — while 9 added to existing stakes and 26 trimmed.

The largest buyer was Conning Inc, opening a new position worth an estimated $16.5M. The largest seller was Morgan Stanley, cutting an estimated $9.9M.

  • 79 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $113M of ProShares Short 20+ Year Treasury ETF stock for Q4 2018, down 13% quarter-over-quarter.
  • 22 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q4 2018 and 21 closed out, a net change of +1 holder.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q4 2018 was Conning Inc, an estimated $16.5M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q4 2018 was Morgan Stanley, an estimated $9.9M sold.

Based on aggregated 13F filings for Q4 2018.