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ProShares Short 20+ Year Treasury ETF

64 hedge funds and large institutions have $85.1M invested in ProShares Short 20+ Year Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

2.18% more ownership

Funds ownership: 24.55%26.73% (+2.2%)

2% less capital invested

Capital invested by funds: $86.8M → $85.1M (-$1.7M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

6% less funds holding

Funds holding: 6864 (-4)

23% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $1.49M

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
14
Closed
12
Calls
$1.14M
Puts
$1.49M
Net Calls
-$342K
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.2M +$4.4M +205,421 +28%
Wells Fargo
2
Wells Fargo
California
$14.6M +$3.94M +183,886 +35%
CI
3
Conning Inc
Connecticut
$9.93M -$2.61M -121,718 -20%
William Blair & Company
4
William Blair & Company
Illinois
$4.92M -$58.8K -2,745 -1%
LPL Financial
5
LPL Financial
California
$4.72M -$2.98M -139,213 -38%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$3.82M +$4.01M +187,155 New
HCM
7
Hudson Capital Management
New Jersey
$3.11M +$106K +4,969 +3%
SIM
8
SSI Investment Management
California
$2.45M +$642K +30,000 +33%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$2.04M -$47.2K -2,205 -2%
BHMP
10
Bardin Hill Management Partners
New York
$1.91M -$2M -93,500 -50%
UBS Group
11
UBS Group
Switzerland
$1.9M +$469K +21,889 +31%
SCM
12
Stellar Capital Management
Arizona
$1.53M
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$1.3M +$1.37M +63,800 New
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$1.3M +$1.37M +63,800 New
MCI
15
McDonald Capital Investors
California
$1.22M +$124K +5,800 +11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.18M +$771K +36,033 +165%
1IA
17
1834 Investment Advisors
Wisconsin
$1.13M
Renaissance Technologies
18
Renaissance Technologies
New York
$1.12M +$417K +19,500 +55%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$974K -$308K -14,381 -23%
ADBIC
20
A.D. Beadell Investment Counsel
Wisconsin
$605K +$110K +5,125 +21%
TFCP
21
Twin Focus Capital Partners
Massachusetts
$595K
Jane Street
22
Jane Street
New York
$524K -$52.3K -2,445 -9%
Principal Financial Group
23
Principal Financial Group
Iowa
$519K +$184K +8,589 +51%
TC
24
Telemus Capital
Michigan
$473K -$81.2K -3,795 -13%
ACM
25
Ategra Capital Management
Virginia
$433K +$322K +15,046 +243%

TBF Hedge Fund Activity: Q2 2019 in Review

64 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q2 2019, worth a combined $85.1M — down 2% from $86.8M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of TBF and 11 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 16 added.

The largest buyer was Morgan Stanley, adding an estimated $4.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.04M sold.

  • 64 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q2 2019, down from 68 in Q1 2019.
  • Funds reported $85.1M of ProShares Short 20+ Year Treasury ETF stock for Q2 2019, down 2% quarter-over-quarter.
  • 11 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q2 2019 and 12 closed out, a net change of -1 holder.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q2 2019 was Morgan Stanley, an estimated $4.4M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q2 2019 was Citadel Advisors, an estimated $3.04M sold.

Based on aggregated 13F filings for Q2 2019.