We are live on ! Find out more
TBF icon

ProShares Short 20+ Year Treasury ETF

93 hedge funds and large institutions have $184M invested in ProShares Short 20+ Year Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 40 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

6.92% less ownership

Funds ownership: 39.59%32.67% (-6.9%)

11% less funds holding

Funds holding: 10493 (-11)

28% less capital invested

Capital invested by funds: $256M → $184M (-$71.9M)

38% less call options, than puts

Call options by funds: $1.95M | Put options by funds: $3.16M

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

63% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 40

Holders
93
Holders Change
-11
Holders Change %
-10.58%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
17
Increased
15
Reduced
40
Closed
28
Calls
$1.95M
Puts
$3.16M
Net Calls
-$1.21M
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
1
Q3 Asset Management
Michigan
$24.2M +$20.8M +1,020,000 New
Morgan Stanley
2
Morgan Stanley
New York
$22.8M +$8.32M +408,393 +67%
GM
3
GeoWealth Management
Illinois
$12.7M -$187K -9,162 -2%
SAM
4
Synergy Asset Management
Washington
$10.8M +$2.05M +100,407 +26%
HCA
5
Heck Capital Advisors
Wisconsin
$9.14M +$6.11M +299,618 +272%
PI
6
Pachira Investments
California
$8.72M -$2.04M -100,231 -20%
EF
7
Empowered Funds
Pennsylvania
$7.32M +$6.69M +328,382 New
DSN
8
D. Scott Neal
Kentucky
$7.24M +$6.62M +324,568 New
LPL Financial
9
LPL Financial
California
$6.15M -$3.15M -154,454 -36%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$5.74M -$177K -8,670 -3%
SIM
11
SSI Investment Management
California
$4.46M -$4.55M -223,000 -53%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.23M +$772K +37,900 +25%
JG
13
Jefferies Group
New York
$4.09M -$1.13M -55,369 -23%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.71M +$2.89M +141,760 +580%
WAM
15
Worth Asset Management
Texas
$3.66M +$2.08M +102,217 +165%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.23M -$43K -2,111 -1%
WP
17
WealthShield Partners
North Carolina
$2.91M +$2.66M +130,522 New
HH
18
Hilltop Holdings
Texas
$2.89M -$315K -15,476 -11%
SC
19
Sepio Capital
Utah
$2.87M -$6.12K -300 -0.2%
AWM
20
Axxcess Wealth Management
California
$2.84M +$18.9K +926 +0.7%
OC
21
Oppenheimer & Co
New York
$2.71M -$344K -16,877 -12%
SKK
22
Shepherd Kaplan Krochuk
Massachusetts
$2.37M -$203K -9,982 -9%
T
23
TRUADVICE
Florida
$2.19M -$1.44M -70,894 -43%
TPWA
24
TRUE Private Wealth Advisors
Oregon
$2.02M -$655K -32,124 -26%
IMC Chicago
25
IMC Chicago
Illinois
$1.97M -$7.11K -349 -0.4%

TBF Hedge Fund Activity: Q3 2022 in Review

93 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q3 2022, worth a combined $184M — down 28% from $256M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of TBF and 17 opened new positions — a net loss of 11 holders — while 40 trimmed existing stakes and 15 added.

The largest buyer was Q3 Asset Management, opening a new position worth an estimated $20.8M. The largest seller was Jane Street, exiting entirely with an estimated $58.5M sold.

  • 93 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q3 2022, down from 104 in Q2 2022.
  • Funds reported $184M of ProShares Short 20+ Year Treasury ETF stock for Q3 2022, down 28% quarter-over-quarter.
  • 17 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q3 2022 and 28 closed out, a net change of -11 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q3 2022 was Q3 Asset Management, an estimated $20.8M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q3 2022 was Jane Street, an estimated $58.5M sold.

Based on aggregated 13F filings for Q3 2022.