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ProShares Short 20+ Year Treasury ETF

87 hedge funds and large institutions have $247M invested in ProShares Short 20+ Year Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $1.94M | Put options by funds: $633K

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

19% more funds holding

Funds holding: 7387 (+14)

13% more capital invested

Capital invested by funds: $219M → $247M (+$28M)

3.03% less ownership

Funds ownership: 43.41%40.38% (-3%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
87
Holders Change
+14
Holders Change %
+19.18%
% of All Funds
1.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
30
Reduced
12
Closed
14
Calls
$1.94M
Puts
$633K
Net Calls
+$1.31M
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$95.2M +$28.8M +1,643,419 +41%
EF
2
Empowered Funds
Pennsylvania
$14.1M +$14.7M +836,214 New
AP
3
Advisors Preferred
Maryland
$13M +$7.05M +402,140 +110%
PI
4
Pachira Investments
California
$12.6M +$4.01M +228,387 +44%
DRS
5
Deane Retirement Strategies
Louisiana
$10.5M +$5.88M +335,135 +118%
LBD
6
Landsberg Bennett & Dubbaneh
Florida
$7.43M +$406K +23,148 +6%
SIM
7
SSI Investment Management
California
$7.14M +$3.91M +223,000 +112%
HWA
8
HCR Wealth Advisors
California
$6.85M +$129K +7,337 +2%
OPCM
9
Osborne Partners Capital Management
California
$6.85M +$595K +33,936 +9%
LPL Financial
10
LPL Financial
California
$4.69M +$3.44M +196,278 +241%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$4.65M +$4.83M +275,544 New
William Blair & Company
12
William Blair & Company
Illinois
$4.58M +$467K +26,650 +11%
IFA
13
Interactive Financial Advisors
Illinois
$4.21M -$21.9K -1,246 -0.5%
ACM
14
Arlington Capital Management
Illinois
$3.69M +$3.83M +218,402 New
ADBIC
15
A.D. Beadell Investment Counsel
Wisconsin
$3.57M +$3.31M +189,000 +840%
SL
16
Savior LLC
Massachusetts
$3.13M +$15.9K +908 +0.5%
AIP
17
Almanack Investment Partners
Pennsylvania
$3.09M +$3.21M +183,200 New
JG
18
Jefferies Group
New York
$3.01M -$50.2K -2,863 -2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.93M +$3.05M +173,637 New
ARC
20
Advisor Resource Council
Texas
$2.91M +$3.02M +172,447 New
UBS Group
21
UBS Group
Switzerland
$2.78M -$3.82M -217,775 -57%
MA
22
Montag & Associates
Georgia
$2.68M +$1.95M +111,397 +236%
CA
23
Cetera Advisors
Colorado
$2.56M +$1.32M +75,400 +99%
BCM
24
Brookstone Capital Management
Illinois
$2.36M +$2.47M +141,069 New
SC
25
Sepio Capital
Utah
$1.76M +$26.3K +1,500 +1%

TBF Hedge Fund Activity: Q2 2021 in Review

87 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q2 2021, worth a combined $247M — up 13% from $219M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TBF positions and 14 closed out — a net gain of 14 holders — while 30 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.8M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $21.7M sold.

  • 87 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q2 2021, up from 73 in Q1 2021.
  • Funds reported $247M of ProShares Short 20+ Year Treasury ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 28 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q2 2021 and 14 closed out, a net change of +14 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q2 2021 was Morgan Stanley, an estimated $28.8M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q2 2021 was Nan Shan Life Insurance, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2021.