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ProShares Trust UltraShort Lehman 20+ Year Treasury

84 hedge funds and large institutions have $192M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more capital invested

Capital invested by funds: $123M → $192M (+$69M)

18.19% more ownership

Funds ownership: 22.94%41.13% (+18%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

7% less call options, than puts

Call options by funds: $109M | Put options by funds: $117M

1% less funds holding

Funds holding: 8584 (-1)

58% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 31

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
15
Increased
13
Reduced
31
Closed
15
Calls
$109M
Puts
$117M
Net Calls
-$8.8M
Net Calls Change
-$6.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$1.59K
ACA
77
Aptus Capital Advisors
Alabama
$1.5K
LCM
78
Logan Capital Management
Pennsylvania
$1.47K
FGAM
79
Financial Gravity Asset Management
Texas
$1.45K +$29 +1 +4%
CG
80
Cutler Group
California
$1K -$83.2K -2,848 -99%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$1K
UBS Group
82
UBS Group
Switzerland
$412 -$105K -3,601 -100%
HNB
83
Huntington National Bank
Ohio
$45
N
84
Natixis
France
$29 -$838K -28,708 -100%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$29 +$29 +1 New
AAP
86
Ardsley Advisory Partners
Connecticut
-$16.8M -600,000 Closed
FTUS
87
Flow Traders U.S.
New York
-$1.33M -47,552 Closed
IAN
88
Integrated Advisors Network
Texas
-$815K -29,160 Closed
HAS
89
HBW Advisory Services
California
-$800K -28,595 Closed
Brown Advisory
90
Brown Advisory
Maryland
-$618K -22,096 Closed
Walleye Capital
91
Walleye Capital
New York
-$392K -14,005 Closed
CAG
92
Crestwood Advisors Group
Massachusetts
-$336K -12,000 Closed
DA
93
DSC Advisors
Illinois
-$280K -10,000 Closed
SM
94
Southport Management
Wyoming
-$280K -10,000 Closed
Vontobel Holding
95
Vontobel Holding
Switzerland
-$222K -7,956 Closed
BI
96
Bramshill Investments
Florida
-$38.8K -1,389 Closed
JWM
97
Janiczek Wealth Management
Colorado
-$25K -875 Closed
ASN
98
Advisory Services Network
Georgia
-$17.1K -611 Closed
HPC
99
HM Payson & Co
Maine
-$15K -537 Closed
BTI
100
Blue Trust Inc
Georgia
-$14K -431 Closed

TBT Hedge Fund Activity: Q2 2023 in Review

84 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q2 2023, worth a combined $192M — up 56% from $123M a quarter earlier.

Fund positioning in TBT was balanced in Q2 2023: 15 funds opened new positions, 15 closed out, 13 added to existing stakes and 31 trimmed.

The largest buyer was Jane Street, adding an estimated $106M. The largest seller was Ardsley Advisory Partners, exiting entirely with an estimated $16.8M sold.

  • 84 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q2 2023, down from 85 in Q1 2023.
  • Funds reported $192M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q2 2023, up 56% quarter-over-quarter.
  • 15 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q2 2023 and 15 closed out, a net change of 0 holders.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q2 2023 was Jane Street, an estimated $106M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q2 2023 was Ardsley Advisory Partners, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2023.