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ProShares Short 20+ Year Treasury ETF

54 hedge funds and large institutions have $48M invested in ProShares Short 20+ Year Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $374K | Put options by funds: $192K

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

1.83% less ownership

Funds ownership: 30.37%28.54% (-1.8%)

4% less funds holding

Funds holding: 5654 (-2)

31% less capital invested

Capital invested by funds: $69.7M → $48M (-$21.6M)

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
12
Reduced
9
Closed
21
Calls
$374K
Puts
$192K
Net Calls
+$182K
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.9M -$1.47M -82,779 -11%
CI
2
Conning Inc
Connecticut
$6.15M +$3.1M +175,000 +79%
LPL Financial
3
LPL Financial
California
$5.9M +$2.17M +122,091 +47%
William Blair & Company
4
William Blair & Company
Illinois
$4.08M +$295K +16,620 +7%
BCI
5
Brinker Capital Investments
Pennsylvania
$3.95M +$4.51M +254,400 New
SL
6
Savior LLC
Massachusetts
$2.87M +$3.27M +184,618 New
Wells Fargo
7
Wells Fargo
California
$1.86M -$2.01M -113,454 -49%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.8M +$2.02M +113,964 +4,940%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$990K -$189K -10,650 -14%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$990K
Jane Street
11
Jane Street
New York
$931K -$2.93M -165,474 -73%
UBS Group
12
UBS Group
Switzerland
$805K -$1.26M -71,325 -58%
Goldman Sachs
13
Goldman Sachs
New York
$793K +$906K +51,104 New
Renaissance Technologies
14
Renaissance Technologies
New York
$754K +$475K +26,800 +123%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$621K +$709K +39,997 New
First Trust Advisors
16
First Trust Advisors
Illinois
$611K +$698K +39,385 New
TSS
17
Two Sigma Securities
New York
$580K +$406K +22,889 +158%
Principal Financial Group
18
Principal Financial Group
Iowa
$537K +$28.8K +1,624 +5%
DAS
19
Dynamic Advisor Solutions
Arizona
$470K +$537K +30,300 New
TFCP
20
Twin Focus Capital Partners
Massachusetts
$453K
CIBC World Market
21
CIBC World Market
Ontario, Canada
$392K -$317K -17,887 -41%
RIL
22
Rothschild Investment LLC
Illinois
$386K +$442K +24,900 New
Citadel Advisors
23
Citadel Advisors
Florida
$335K +$125K +7,073 +49%
EWG
24
Executive Wealth Group
Washington
$278K -$13.3K -748 -4%
TC
25
Telemus Capital
Michigan
$239K +$19K +1,074 +8%

TBF Hedge Fund Activity: Q1 2020 in Review

54 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q1 2020, worth a combined $48M — down 31% from $69.7M a quarter earlier.

Fund positioning in TBF was balanced in Q1 2020: 21 funds opened new positions, 21 closed out, 12 added to existing stakes and 9 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $4.51M. The largest seller was Baird Financial Group, exiting entirely with an estimated $3.43M sold.

  • 54 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q1 2020, down from 56 in Q4 2019.
  • Funds reported $48M of ProShares Short 20+ Year Treasury ETF stock for Q1 2020, down 31% quarter-over-quarter.
  • 21 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q1 2020 and 21 closed out, a net change of 0 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q1 2020 was Brinker Capital Investments, an estimated $4.51M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q1 2020 was Baird Financial Group, an estimated $3.43M sold.

Based on aggregated 13F filings for Q1 2020.