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ProShares Trust UltraShort Lehman 20+ Year Treasury

99 hedge funds and large institutions have $158M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 13 increasing their positions, 41 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.42% less ownership

Funds ownership: 19.84%19.43% (-0.42%)

4% less call options, than puts

Call options by funds: $234M | Put options by funds: $243M

7% less funds holding

Funds holding: 10699 (-7)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

35% less capital invested

Capital invested by funds: $242M → $158M (-$83.7M)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

68% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 41

Holders
99
Holders Change
-7
Holders Change %
-6.6%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
24
Increased
13
Reduced
41
Closed
30
Calls
$234M
Puts
$243M
Net Calls
-$9.16M
Net Calls Change
-$88.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
51
Vontobel Holding
Switzerland
$274K +$274K +8,432 New
HFM
52
Hartford Financial Management
Connecticut
$270K
EL
53
Essex LLC
Illinois
$260K
GCM
54
Gables Capital Management
Florida
$224K -$4.07K -125 -2%
IP
55
Intellectus Partners
California
$219K +$220K +6,750 New
EWA
56
EP Wealth Advisors
California
$218K +$218K +6,700 New
MC
57
Mathes Company
New York
$211K -$81.4K -2,500 -28%
IA
58
IFP Advisors
Florida
$123K -$24.2K -744 -18%
BI
59
Bramshill Investments
Florida
$119K +$120K +3,675 New
JP Morgan Chase
60
JP Morgan Chase
New York
$95K +$95.3K +2,928 New
BAAM
61
Baker Avenue Asset Management
California
$81.3K +$81.4K +2,500 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$81.3K +$81.4K +2,500 New
UB
63
UMB Bank
Missouri
$78K
First Manhattan
64
First Manhattan
New York
$73.2K
OIA
65
Optimum Investment Advisors
Illinois
$71.5K
TJHA
66
Thomas J. Herzfeld Advisors
Florida
$66.6K +$66.7K +2,049 New
KC
67
Knuff & Co
California
$65K
William Blair & Company
68
William Blair & Company
Illinois
$64.7K
UBS Group
69
UBS Group
Switzerland
$58.6K -$528K -16,234 -90%
Citadel Advisors
70
Citadel Advisors
Florida
$49.9K +$49.9K +1,534 New
GRP
71
Global Retirement Partners
California
$42.6K
TFA
72
Toth Financial Advisory
Virginia
$41.5K -$18.4K -566 -31%
AWM
73
Activest Wealth Management
Florida
$39.4K
Osaic Holdings
74
Osaic Holdings
Arizona
$32.7K -$148K -4,558 -82%
Barclays
75
Barclays
United Kingdom
$32.5K

TBT Hedge Fund Activity: Q4 2022 in Review

99 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q4 2022, worth a combined $158M — down 35% from $242M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TBT and 24 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 13 added.

The largest buyer was Jane Street, adding an estimated $22.8M. The largest seller was Main Street Research, exiting entirely with an estimated $36.9M sold.

  • 99 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q4 2022, down from 106 in Q3 2022.
  • Funds reported $158M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q4 2022, down 35% quarter-over-quarter.
  • 24 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q4 2022 and 30 closed out, a net change of -6 holders.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q4 2022 was Jane Street, an estimated $22.8M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q4 2022 was Main Street Research, an estimated $36.9M sold.

Based on aggregated 13F filings for Q4 2022.