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ProShares Short 20+ Year Treasury ETF

50 hedge funds and large institutions have $66.7M invested in ProShares Short 20+ Year Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

39% more capital invested

Capital invested by funds: $48M → $66.7M (+$18.7M)

12% more ownership

Funds ownership: 28.54%40.54% (+12%)

7% less funds holding

Funds holding: 5450 (-4)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

46% less call options, than puts

Call options by funds: $294K | Put options by funds: $543K

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
8
Increased
12
Reduced
16
Closed
12
Calls
$294K
Puts
$543K
Net Calls
-$249K
Net Calls Change
-$431K
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
1
Q3 Asset Management
Michigan
$17.3M +$17.3M +1,119,000 New
Morgan Stanley
2
Morgan Stanley
New York
$9.98M +$122K +7,854 +1%
FFC
3
Fure Financial Corporation
Minnesota
$5.94M +$5.96M +384,727 New
CI
4
Conning Inc
Connecticut
$4.96M -$1.16M -75,000 -19%
William Blair & Company
5
William Blair & Company
Illinois
$3.95M -$113K -7,285 -3%
BCI
6
Brinker Capital Investments
Pennsylvania
$3.93M
DAS
7
Dynamic Advisor Solutions
Arizona
$3.35M +$2.89M +186,651 +616%
SL
8
Savior LLC
Massachusetts
$2.95M +$102K +6,601 +4%
Renaissance Technologies
9
Renaissance Technologies
New York
$2.39M +$1.65M +106,300 +219%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.07M +$271K +17,474 +15%
Jane Street
11
Jane Street
New York
$1.51M +$586K +37,862 +63%
Wells Fargo
12
Wells Fargo
California
$1.25M -$609K -39,310 -33%
LPL Financial
13
LPL Financial
California
$861K -$5.02M -324,270 -85%
UBS Group
14
UBS Group
Switzerland
$780K -$21.4K -1,384 -3%
MCI
15
McDonald Capital Investors
California
$658K +$660K +42,600 New
SAAM
16
Solus Alternative Asset Management
New Jersey
$504K +$335K +21,608 +196%
TFCP
17
Twin Focus Capital Partners
Massachusetts
$451K
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$445K -$542K -35,000 -55%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$445K -$542K -35,000 -55%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$391K
RIL
21
Rothschild Investment LLC
Illinois
$377K -$7.74K -500 -2%
AIM
22
Axiom Investment Management
New York
$309K +$310K +20,000 New
EWG
23
Executive Wealth Group
Washington
$277K +$372 +24 +0.1%
TC
24
Telemus Capital
Michigan
$216K -$18.2K -1,176 -8%
LJAC
25
L.J. Altfest & Co
New York
$215K +$496 +32 +0.2%

TBF Hedge Fund Activity: Q2 2020 in Review

50 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q2 2020, worth a combined $66.7M — up 39% from $48M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of TBF and 8 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 12 added.

The largest buyer was Q3 Asset Management, opening a new position worth an estimated $17.3M. The largest seller was LPL Financial, cutting an estimated $5.02M.

  • 50 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q2 2020, down from 54 in Q1 2020.
  • Funds reported $66.7M of ProShares Short 20+ Year Treasury ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 8 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q2 2020 and 12 closed out, a net change of -4 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q2 2020 was Q3 Asset Management, an estimated $17.3M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q2 2020 was LPL Financial, an estimated $5.02M sold.

Based on aggregated 13F filings for Q2 2020.