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ProShares Short 20+ Year Treasury ETF

48 hedge funds and large institutions have $59.4M invested in ProShares Short 20+ Year Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

4% less funds holding

Funds holding: 5048 (-2)

11% less capital invested

Capital invested by funds: $66.7M → $59.4M (-$7.25M)

14.12% less ownership

Funds ownership: 40.54%26.42% (-14%)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

77% less call options, than puts

Call options by funds: $481K | Put options by funds: $2.09M

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
8
Increased
10
Reduced
10
Closed
10
Calls
$481K
Puts
$2.09M
Net Calls
-$1.61M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.6M +$14.5M +956,322 +148%
BCI
2
Brinker Capital Investments
Pennsylvania
$3.91M
DAS
3
Dynamic Advisor Solutions
Arizona
$3.85M +$508K +33,407 +15%
William Blair & Company
4
William Blair & Company
Illinois
$3.67M -$253K -16,625 -7%
UBS Group
5
UBS Group
Switzerland
$3.32M +$2.52M +165,603 +328%
SL
6
Savior LLC
Massachusetts
$2.87M -$67.9K -4,468 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$2.41M +$2.39M +157,178 New
Renaissance Technologies
8
Renaissance Technologies
New York
$2.2M -$181K -11,900 -8%
FTUS
9
Flow Traders U.S.
New York
$2.02M +$2M +131,581 New
Jane Street
10
Jane Street
New York
$1.73M +$228K +15,030 +15%
LPL Financial
11
LPL Financial
California
$1.09M +$233K +15,297 +27%
Wells Fargo
12
Wells Fargo
California
$1.07M -$163K -10,715 -13%
MCI
13
McDonald Capital Investors
California
$812K +$156K +10,250 +24%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$741K -$1.3M -85,540 -64%
TFCP
15
Twin Focus Capital Partners
Massachusetts
$449K
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$442K
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$442K
Simplex Trading
18
Simplex Trading
Illinois
$442K +$388K +25,518 +780%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$388K
RIL
20
Rothschild Investment LLC
Illinois
$375K
AIM
21
Axiom Investment Management
New York
$308K
1IA
22
1834 Investment Advisors
Wisconsin
$307K +$304K +20,000 New
WP
23
WMS Partners
Maryland
$307K +$304K +20,000 New
EWG
24
Executive Wealth Group
Washington
$276K
First Trust Advisors
25
First Trust Advisors
Illinois
$237K +$27.4K +1,800 +13%

TBF Hedge Fund Activity: Q3 2020 in Review

48 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q3 2020, worth a combined $59.4M — down 11% from $66.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TBF and 8 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $14.5M. The largest seller was Q3 Asset Management, exiting entirely with an estimated $17.3M sold.

  • 48 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q3 2020, down from 50 in Q2 2020.
  • Funds reported $59.4M of ProShares Short 20+ Year Treasury ETF stock for Q3 2020, down 11% quarter-over-quarter.
  • 8 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q3 2020 and 10 closed out, a net change of -2 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q3 2020 was Morgan Stanley, an estimated $14.5M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q3 2020 was Q3 Asset Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q3 2020.