We are live on ! Find out more
TBT icon

ProShares Trust UltraShort Lehman 20+ Year Treasury

79 hedge funds and large institutions have $49M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $89.6M | Put options by funds: $38.3M

2.79% less ownership

Funds ownership: 14.04%11.25% (-2.8%)

9% less funds holding

Funds holding: 8779 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

46% less capital invested

Capital invested by funds: $90.6M → $49M (-$41.6M)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
79
Holders Change
-8
Holders Change %
-9.2%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
9
Reduced
18
Closed
27
Calls
$89.6M
Puts
$38.3M
Net Calls
+$51.3M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$8.63M -$2.57M -118,658 -18%
TCM
2
Tuttle Capital Management
Connecticut
$6.32M +$6.46M +298,653 +317%
Citadel Advisors
3
Citadel Advisors
Florida
$5.23M -$6.25M -288,612 -47%
AssetMark Inc
4
AssetMark Inc
California
$4.88M +$6.57M +303,567 New
Simplex Trading
5
Simplex Trading
Illinois
$3.24M +$4.36M +201,668 New
Parallax Volatility Advisers
6
Parallax Volatility Advisers
California
$3.11M +$3.84M +177,302 +1,119%
Goldman Sachs
7
Goldman Sachs
New York
$2.39M +$66.2K +3,057 +2%
CG
8
Cutler Group
California
$1.9M +$2.56M +118,456 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.66M +$2.16M +99,993 +3,125%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.25M -$333K -15,389 -17%
Morgan Stanley
11
Morgan Stanley
New York
$1.2M -$447K -20,669 -22%
VAM
12
Verity Asset Management
North Carolina
$848K -$1.82K -84 -0.2%
AAP
13
Ardsley Advisory Partners
Connecticut
$804K -$64.9K -3,000 -6%
Truist Financial
14
Truist Financial
North Carolina
$757K +$1.02M +47,071 New
CA
15
Cumberland Advisors
Florida
$554K -$1.58M -73,000 -68%
FWSM
16
First Wilshire Securities Management
California
$550K
GI
17
GAMCO Investors
Connecticut
$418K +$563K +26,000 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$412K +$555K +25,646 New
CICI
19
Capital Investment Counsel Inc
North Carolina
$403K +$6.49K +300 +1%
MCI
20
McDonald Capital Investors
California
$380K -$47.6K -2,200 -9%
EWM
21
Endurance Wealth Management
Rhode Island
$354K
William Blair & Company
22
William Blair & Company
Illinois
$330K +$352K +16,272 +384%
RA
23
Rational Advisors
New York
$299K +$402K +18,568 New
BS
24
Boenning & Scattergood
Pennsylvania
$280K -$26K -1,200 -6%
WAM
25
Wolverine Asset Management
Illinois
$255K +$344K +15,899 New

TBT Hedge Fund Activity: Q1 2020 in Review

79 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q1 2020, worth a combined $49M — down 46% from $90.6M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of TBT and 21 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 9 added.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $6.57M. The largest seller was Bramshill Investments, exiting entirely with an estimated $11.6M sold.

  • 79 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q1 2020, down from 87 in Q4 2019.
  • Funds reported $49M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q1 2020, down 46% quarter-over-quarter.
  • 21 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q1 2020 and 27 closed out, a net change of -6 holders.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q1 2020 was AssetMark Inc, an estimated $6.57M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q1 2020 was Bramshill Investments, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2020.