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ProShares Short 20+ Year Treasury ETF

54 hedge funds and large institutions have $45M invested in ProShares Short 20+ Year Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $227K

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

1.32% more ownership

Funds ownership: 44.94%46.26% (+1.3%)

13% less funds holding

Funds holding: 6254 (-8)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

50% less capital invested

Capital invested by funds: $90.1M → $45M (-$45.1M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
15
Reduced
13
Closed
20
Calls
$1.51M
Puts
$227K
Net Calls
+$1.29M
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$15.4M +$12.1M +489,808 +236%
Morgan Stanley
2
Morgan Stanley
New York
$5.11M +$2.53M +102,571 +80%
Renaissance Technologies
3
Renaissance Technologies
New York
$3.1M +$126K +5,100 +4%
UBS Group
4
UBS Group
Switzerland
$3.02M +$3.21M +130,047 +2,026%
SC
5
Sepio Capital
Utah
$2.91M +$76.5K +3,100 +2%
AI
6
AXS Investments
New York
$1.55M +$986K +40,000 +133%
LPL Financial
7
LPL Financial
California
$1.5M -$3.28M -133,012 -66%
SIM
8
SSI Investment Management
California
$1.22M -$247K -10,000 -15%
Citadel Advisors
9
Citadel Advisors
Florida
$1.17M +$1.3M +52,693 New
LCM
10
Lynwood Capital Management
Ontario, Canada
$1.11M +$1.23M +50,000 New
HF
11
HRT Financial
New York
$878K +$980K +39,724 New
Baird Financial Group
12
Baird Financial Group
Wisconsin
$857K -$1.45M -58,888 -60%
WAM
13
Worth Asset Management
Texas
$768K -$959K -38,885 -53%
SKK
14
Shepherd Kaplan Krochuk
Massachusetts
$646K -$73.9K -2,995 -9%
TFCP
15
Twin Focus Capital Partners
Massachusetts
$646K
Parallax Volatility Advisers
16
Parallax Volatility Advisers
California
$643K
TSS
17
Two Sigma Securities
New York
$593K +$661K +26,800 New
CIBC World Market
18
CIBC World Market
Ontario, Canada
$567K +$633K +25,649 New
Corient Private Wealth
19
Corient Private Wealth
Florida
$509K +$567K +23,000 New
GWM
20
Geneos Wealth Management
Colorado
$464K
OC
21
Oppenheimer & Co
New York
$382K +$426K +17,276 New
EWG
22
Executive Wealth Group
Washington
$344K +$4.54K +184 +1%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$280K -$53K -2,150 -14%
KA
24
Kovack Advisors
Florida
$277K -$82.3K -3,339 -21%
PWP
25
Private Wealth Partners
California
$221K

TBF Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q4 2023, worth a combined $45M — down 50% from $90.1M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TBF and 12 opened new positions — a net loss of 8 holders — while 13 trimmed existing stakes and 15 added.

The largest buyer was Jane Street, adding an estimated $12.1M. The largest seller was Medici Capital, exiting entirely with an estimated $17.4M sold.

  • 54 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q4 2023, down from 62 in Q3 2023.
  • Funds reported $45M of ProShares Short 20+ Year Treasury ETF stock for Q4 2023, down 50% quarter-over-quarter.
  • 12 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q4 2023 and 20 closed out, a net change of -8 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q4 2023 was Jane Street, an estimated $12.1M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q4 2023 was Medici Capital, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.