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ProShares Short 20+ Year Treasury ETF

104 hedge funds and large institutions have $256M invested in ProShares Short 20+ Year Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

22% more funds holding

Funds holding: 85104 (+19)

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

0.06% more ownership

Funds ownership: 39.53%39.59% (+0.06%)

16% less capital invested

Capital invested by funds: $304M → $256M (-$48.3M)

21% less call options, than puts

Call options by funds: $3.85M | Put options by funds: $4.88M

Holders
104
Holders Change
+19
Holders Change %
+22.35%
% of All Funds
1.75%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
32
Increased
24
Reduced
21
Closed
12
Calls
$3.85M
Puts
$4.88M
Net Calls
-$1.02M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$58.5M -$38.8M -1,964,549 -40%
WA
2
Win Advisors
Florida
$18.1M +$18M +911,802 New
Morgan Stanley
3
Morgan Stanley
New York
$12.3M -$100M -5,090,802 -89%
USCWA
4
U.S. Capital Wealth Advisors
Texas
$12.2M +$35.6K +1,804 +0.3%
GM
5
GeoWealth Management
Illinois
$11.6M +$11.4M +577,792 New
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$10.6M +$10.4M +526,182 New
PI
7
Pachira Investments
California
$9.85M -$100K -5,076 -1%
LPL Financial
8
LPL Financial
California
$8.63M +$3.71M +188,106 +78%
SIM
9
SSI Investment Management
California
$8.48M +$6.77M +343,000 +429%
SAM
10
Synergy Asset Management
Washington
$7.67M -$936K -47,459 -11%
AIP
11
Almanack Investment Partners
Pennsylvania
$7.21M +$7.1M +359,801 New
Baird Financial Group
12
Baird Financial Group
Wisconsin
$5.33M +$2.9M +147,074 +124%
JG
13
Jefferies Group
New York
$4.79M -$2.21M -112,266 -32%
FAIM
14
Financial Advocates Investment Management
Washington
$4.75M -$29.4K -1,490 -0.6%
IFA
15
Interactive Financial Advisors
Illinois
$3.95M -$961K -48,721 -20%
RL
16
Retireful LLC
Michigan
$3.9M +$3.83M +194,259 New
ADBIC
17
A.D. Beadell Investment Counsel
Wisconsin
$3.31M -$147K -7,450 -4%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$3.21M -$1.44M -73,176 -31%
T
19
TRUADVICE
Florida
$3.15M +$3.23M +163,885 New
Renaissance Technologies
20
Renaissance Technologies
New York
$3.05M -$543K -27,500 -15%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.95M +$2.51M +127,420 +650%
HH
22
Hilltop Holdings
Texas
$2.91M +$2.86M +145,045 New
SL
23
Savior LLC
Massachusetts
$2.81M +$540K +27,364 +24%
OC
24
Oppenheimer & Co
New York
$2.77M +$764K +38,714 +39%
SC
25
Sepio Capital
Utah
$2.58M +$178K +9,000 +8%

TBF Hedge Fund Activity: Q2 2022 in Review

104 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q2 2022, worth a combined $256M — down 16% from $304M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new TBF positions and 12 closed out — a net gain of 20 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $18M. The largest seller was Morgan Stanley, cutting an estimated $100M.

  • 104 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q2 2022, up from 85 in Q1 2022.
  • Funds reported $256M of ProShares Short 20+ Year Treasury ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 32 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q2 2022 and 12 closed out, a net change of +20 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q2 2022 was Win Advisors, an estimated $18M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q2 2022 was Morgan Stanley, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2022.