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ProShares Trust UltraShort Lehman 20+ Year Treasury
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Overview Fund Activity

114 hedge funds and large institutions have $309M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 17 closing their positions.

Holders
114
Holders Change
+28
Holders Change %
+32.56%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.12%
New
47
Increased
24
Reduced
18
Closed
17
Calls
$355M
Puts
$186M
Net Calls
+$169M
Net Calls Change
+$129M

Top Buyers

1
KCM
1
Kornitzer Capital Management
Kansas
$30.9M
2
KIA
2
KCM Investment Advisors
California
$30.8M
3
PCP
3
Proficio Capital Partners
Massachusetts
$30M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$53.8M
5
EW
5
Evoke Wealth
California
$21.7M

Top Sellers

1
MSCM
1
Marlin Sams Capital Management
New York
$5.44M
2
BAM
2
Brave Asset Management
New Jersey
$3.62M
3
CI
3
Centerstone Investors
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$109K
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
51
Prospera Financial Services
Texas
$272K 12,521 +12,521 New
JWA
52
JFS Wealth Advisors
Pennsylvania
$264K 12,150 +6,550 +117%
CAG
53
Csenge Advisory Group
Florida
$259K 12,298 -12,968 -51%
MWM
54
Meridian Wealth Management
Kentucky
$246K 11,314 +11,314 New
RHBC
55
R.H. Bluestein & Co
Michigan
$239K 11,000 -500 -4%
AF
56
Advisornet Financial
Minnesota
$237K 10,903 -3,912 -26%
CHA
57
Cooper/Haims Advisors
New York
$233K 10,708 +10,708 New
KJHP
58
K.J. Harrison & Partners
Ontario, Canada
$221K 10,165 +10,165 New
CCM
59
Coe Capital Management
Illinois
$217K 10,000 +10,000 New
DA
60
DCF Advisers
Connecticut
$207K 9,500 +9,500 New
SWM
61
Spire Wealth Management
Virginia
$195K 8,960 +8,960 New
HFM
62
Hartford Financial Management
Connecticut
$180K 8,300 – –
Lazard Asset Management
63
Lazard Asset Management
New York
– – – –
William Blair & Company
64
William Blair & Company
Illinois
$169K 7,754 +1,600 +26%
SAS
65
Stelac Advisory Services
New York
$163K 7,500 -2,500 -25%
IFAM
66
Institutional & Family Asset Management
Colorado
$159K 7,309 +7,309 New
GCM
67
Gables Capital Management
Florida
$157K 7,202 -750 -9%
Walleye Trading
68
Walleye Trading
New York
$149K 6,856 +6,856 New
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$109K 5,032 -21,060 -81%
US Bancorp
70
US Bancorp
Minnesota
$109K 5,000 – –
RE
71
RBC Europe
United Kingdom
$92K 4,230 – –
AAP
72
Ardsley Advisory Partners
Connecticut
$87K 4,000 +2,500 +167%
RIM
73
Rockbridge Investment Management
New York
$76K 3,500 +3,500 New
GWM
74
Geneos Wealth Management
Colorado
$56K 2,719 +168 +7%
OIA
75
Optimum Investment Advisors
Illinois
$48K 2,200 +400 +22%
1 2
3
4 5