We are live on ! Find out more
TBT icon

ProShares Trust UltraShort Lehman 20+ Year Treasury

73 hedge funds and large institutions have $38.3M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $64.4M | Put options by funds: $50.1M

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

1.91% less ownership

Funds ownership: 10.53%8.62% (-1.9%)

5% less funds holding

Funds holding: 7773 (-4)

10% less capital invested

Capital invested by funds: $42.6M → $38.3M (-$4.31M)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
15
Reduced
12
Closed
17
Calls
$64.4M
Puts
$50.1M
Net Calls
+$14.2M
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$9.06M +$8.88M +577,357 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.98M -$2.43M -158,378 -24%
Goldman Sachs
3
Goldman Sachs
New York
$3.47M +$550K +35,781 +19%
AssetMark Inc
4
AssetMark Inc
California
$3.46M +$49.4K +3,213 +1%
Simplex Trading
5
Simplex Trading
Illinois
$2.55M +$530K +34,450 +27%
Jane Street
6
Jane Street
New York
$2.12M +$681K +44,331 +49%
Wolverine Trading
7
Wolverine Trading
Illinois
$1.16M +$748K +48,660 +183%
VAM
8
Verity Asset Management
North Carolina
$936K +$37.6K +2,449 +4%
Morgan Stanley
9
Morgan Stanley
New York
$739K +$174K +11,309 +32%
Bank Julius Baer & Co
10
Bank Julius Baer & Co
Switzerland
$585K
FNC
11
First National Corp
Massachusetts
$568K +$5.83K +379 +1%
JP Morgan Chase
12
JP Morgan Chase
New York
$560K -$353K -22,950 -39%
MWPCG
13
Measured Wealth Private Client Group
New Hampshire
$540K +$529K +34,411 New
Fidelity International
14
Fidelity International
Bermuda
$385K +$154K +10,000 +67%
CICI
15
Capital Investment Counsel Inc
North Carolina
$374K -$1.54K -100 -0.4%
FWSM
16
First Wilshire Securities Management
California
$322K -$210K -13,680 -40%
William Blair & Company
17
William Blair & Company
Illinois
$322K
BI
18
Bramshill Investments
Florida
$300K +$293K +19,081 New
HIS
19
Harvest Investment Services
Illinois
$273K -$33.6K -2,187 -11%
BAAM
20
Baker Avenue Asset Management
California
$259K +$38.4K +2,500 +18%
RHBC
21
R.H. Bluestein & Co
Michigan
$237K -$61.5K -4,000 -21%
IP
22
Intellectus Partners
California
$236K +$231K +15,000 New
HF
23
HRT Financial
New York
$236K +$232K +15,079 New
CG
24
Cutler Group
California
$215K +$66.5K +4,324 +46%
LIM
25
Loudon Investment Management
New Hampshire
$214K

TBT Hedge Fund Activity: Q3 2020 in Review

73 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q3 2020, worth a combined $38.3M — down 10% from $42.6M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of TBT and 14 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $8.88M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $4.08M sold.

  • 73 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q3 2020, down from 77 in Q2 2020.
  • Funds reported $38.3M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q3 2020, down 10% quarter-over-quarter.
  • 14 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q3 2020 and 17 closed out, a net change of -3 holders.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q3 2020 was Citadel Advisors, an estimated $8.88M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q3 2020 was Clark Capital Management Group, an estimated $4.08M sold.

Based on aggregated 13F filings for Q3 2020.