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ProShares Short 20+ Year Treasury ETF

84 hedge funds and large institutions have $399M invested in ProShares Short 20+ Year Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

352% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $522K

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

61% more capital invested

Capital invested by funds: $247M → $399M (+$152M)

14.66% more ownership

Funds ownership: 40.38%55.04% (+15%)

3% less funds holding

Funds holding: 8784 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.47%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
17
Increased
31
Reduced
9
Closed
19
Calls
$2.36M
Puts
$522K
Net Calls
+$1.84M
Net Calls Change
+$530K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$112M +$17.7M +1,087,914 +19%
QAM
2
Q3 Asset Management
Michigan
$73.4M +$71.7M +4,400,000 New
Jane Street
3
Jane Street
New York
$38.9M +$36.7M +2,254,720 +2,827%
EF
4
Empowered Funds
Pennsylvania
$18.3M +$4.23M +259,569 +31%
UBS Group
5
UBS Group
Switzerland
$16.1M +$13.1M +802,174 +488%
SAM
6
Synergy Asset Management
Washington
$13.6M +$13.3M +816,766 New
PI
7
Pachira Investments
California
$12.3M -$122K -7,473 -1%
DRS
8
Deane Retirement Strategies
Louisiana
$10.4M +$19.5K +1,199 +0.2%
LPL Financial
9
LPL Financial
California
$7.82M +$3.11M +190,878 +69%
LBD
10
Landsberg Bennett & Dubbaneh
Florida
$7.75M +$498K +30,561 +7%
OPCM
11
Osborne Partners Capital Management
California
$7.68M +$892K +54,780 +14%
SIM
12
SSI Investment Management
California
$7.06M
HWA
13
HCR Wealth Advisors
California
$6.75M -$19.8K -1,214 -0.3%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$5.76M +$1.14M +69,714 +25%
ACM
15
Arlington Capital Management
Illinois
$5.75M +$2.06M +126,576 +58%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$4.89M +$1.94M +119,366 +69%
William Blair & Company
17
William Blair & Company
Illinois
$4.45M -$73.7K -4,525 -2%
ADBIC
18
A.D. Beadell Investment Counsel
Wisconsin
$3.92M +$380K +23,300 +11%
DAS
19
Dynamic Advisor Solutions
Arizona
$3.16M +$3.09M +189,666 New
MA
20
Montag & Associates
Georgia
$3.15M +$496K +30,425 +19%
AIP
21
Almanack Investment Partners
Pennsylvania
$3.05M -$3.26K -200 -0.1%
JG
22
Jefferies Group
New York
$2.98M
SL
23
Savior LLC
Massachusetts
$2.33M -$753K -46,228 -25%
IG
24
ING Group
Netherlands
$2.22M +$2.17M +133,333 New
CA
25
Cetera Advisors
Colorado
$2M -$516K -31,700 -21%

TBF Hedge Fund Activity: Q3 2021 in Review

84 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q3 2021, worth a combined $399M — up 61% from $247M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TBF and 17 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 31 added.

The largest buyer was Q3 Asset Management, opening a new position worth an estimated $71.7M. The largest seller was Advisors Preferred, exiting entirely with an estimated $13M sold.

  • 84 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q3 2021, down from 87 in Q2 2021.
  • Funds reported $399M of ProShares Short 20+ Year Treasury ETF stock for Q3 2021, up 61% quarter-over-quarter.
  • 17 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q3 2021 and 19 closed out, a net change of -2 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q3 2021 was Q3 Asset Management, an estimated $71.7M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q3 2021 was Advisors Preferred, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2021.