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ProShares Short 20+ Year Treasury ETF

43 hedge funds and large institutions have $29.7M invested in ProShares Short 20+ Year Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $983K | Put options by funds: $328K

103% more capital invested

Capital invested by funds: $14.7M → $29.7M (+$15M)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

19% more funds holding

Funds holding: 3643 (+7)

14.36% more ownership

Funds ownership: 21.71%36.07% (+14%)

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
6
Reduced
4
Closed
7
Calls
$983K
Puts
$328K
Net Calls
+$655K
Net Calls Change
+$719K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
1
CIBC World Market
Ontario, Canada
$5.11M +$3.2M +135,876 +191%
RVM
2
Robinson Value Management
Texas
$4M +$3.83M +162,526 New
AP
3
Advisors Preferred
Maryland
$3.88M +$3.73M +158,041 New
LPL Financial
4
LPL Financial
California
$3.58M +$3.43M +145,400 New
SC
5
Sepio Capital
Utah
$3.24M
Jane Street
6
Jane Street
New York
$1.52M -$2.18M -92,532 -60%
Morgan Stanley
7
Morgan Stanley
New York
$1.46M -$1.26M -53,545 -48%
TFCP
8
Twin Focus Capital Partners
Massachusetts
$719K
WAM
9
Worth Asset Management
Texas
$596K +$571K +24,192 New
ACP
10
Aviance Capital Partners
Florida
$591K
GWM
11
Geneos Wealth Management
Colorado
$517K
Bank of America
12
Bank of America
North Carolina
$493K +$472K +20,000 New
SWP
13
Stratos Wealth Partners
Ohio
$480K +$460K +19,500 New
FC
14
Farringdon Capital
United Kingdom
$401K +$384K +16,276 New
GVCM
15
Global View Capital Management
Wisconsin
$380K +$365K +15,468 New
BWA
16
Bordeaux Wealth Advisors
California
$377K +$3.25K +138 +0.9%
UBS Group
17
UBS Group
Switzerland
$372K +$354K +15,013 +15,971%
Citadel Advisors
18
Citadel Advisors
Florida
$333K -$832K -35,283 -72%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$290K
PWP
20
Private Wealth Partners
California
$246K
HCM
21
Horrell Capital Management
Arkansas
$246K
Mariner
22
Mariner
Kansas
$205K +$196K +8,325 New
CAS
23
Coppell Advisory Solutions
Texas
$126K
PAI
24
Pittenger & Anderson Inc
Nebraska
$108K
Simplex Trading
25
Simplex Trading
Illinois
$102K +$98.1K +4,160 New

TBF Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q4 2024, worth a combined $29.7M — up 103% from $14.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TBF positions and 7 closed out — a net gain of 7 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Robinson Value Management, opening a new position worth an estimated $3.83M. The largest seller was Jane Street, cutting an estimated $2.18M.

  • 43 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q4 2024, up from 36 in Q3 2024.
  • Funds reported $29.7M of ProShares Short 20+ Year Treasury ETF stock for Q4 2024, up 103% quarter-over-quarter.
  • 14 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q4 2024 and 7 closed out, a net change of +7 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q4 2024 was Robinson Value Management, an estimated $3.83M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q4 2024 was Jane Street, an estimated $2.18M sold.

Based on aggregated 13F filings for Q4 2024.