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ProShares Trust UltraShort Lehman 20+ Year Treasury

79 hedge funds and large institutions have $315M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

64% more capital invested

Capital invested by funds: $192M → $315M (+$123M)

19.22% more ownership

Funds ownership: 41.13%60.35% (+19%)

6% less funds holding

Funds holding: 8479 (-5)

11% less call options, than puts

Call options by funds: $112M | Put options by funds: $125M

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
18
Reduced
25
Closed
15
Calls
$112M
Puts
$125M
Net Calls
-$13.3M
Net Calls Change
-$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$201M +$41.9M +1,241,645 +32%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$27.2M -$886K -26,257 -4%
Simplex Trading
3
Simplex Trading
Illinois
$11.5M +$9.33M +276,401 +1,567%
CM
4
CastleKnight Management
New York
$7.46M -$2.11M -62,530 -25%
CFA
5
Camarda Financial Advisors
Florida
$5.23M +$2.54M +75,115 +129%
Parallax Volatility Advisers
6
Parallax Volatility Advisers
California
$4.69M -$6.33M -187,500 -61%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.11M +$408K +12,100 +13%
GS
8
GTS Securities
New York
$3.85M +$3.31M +98,037 New
JFG
9
Jefferies Financial Group
New York
$3.81M +$1.62M +47,940 +98%
Goldman Sachs
10
Goldman Sachs
New York
$3.68M -$54.6K -1,617 -2%
Morgan Stanley
11
Morgan Stanley
New York
$3.55M +$1.9M +56,387 +166%
Citadel Advisors
12
Citadel Advisors
Florida
$3.33M +$2.7M +80,127 +1,710%
Wolverine Trading
13
Wolverine Trading
Illinois
$3.32M +$2.62M +77,503 +1,070%
Millennium Management
14
Millennium Management
New York
$3.22M -$945K -28,000 -25%
TA
15
Tactive Advisors
Florida
$3.21M +$2.76M +81,840 New
PCP
16
Proficio Capital Partners
Massachusetts
$3.18M +$2.3M +68,115 +530%
PFO
17
Pathstone Family Office
New Jersey
$2.71M +$18.9K +560 +0.8%
GECH
18
Garnet Equity Capital Holdings
New York
$1.96M +$1.69M +50,000 New
TSS
19
Two Sigma Securities
New York
$1.13M -$2.39M -70,914 -71%
VAM
20
Verity Asset Management
North Carolina
$1.13M -$67.7K -2,006 -7%
ATPW
21
Ashton Thomas Private Wealth
Arizona
$1.06M -$50.2K -1,487 -5%
FIA
22
Foundations Investment Advisors
Arizona
$1.01M -$349K -10,327 -29%
AAP
23
Ardsley Advisory Partners
Connecticut
$981K +$844K +25,000 New
Walleye Capital
24
Walleye Capital
New York
$781K +$672K +19,904 New
HT
25
HAP Trading
New York
$692K -$91.6K -2,713 -13%

TBT Hedge Fund Activity: Q3 2023 in Review

79 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q3 2023, worth a combined $315M — up 64% from $192M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of TBT and 11 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 18 added.

The largest buyer was Jane Street, adding an estimated $41.9M. The largest seller was Parallax Volatility Advisers, cutting an estimated $6.33M.

  • 79 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q3 2023, down from 84 in Q2 2023.
  • Funds reported $315M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q3 2023, up 64% quarter-over-quarter.
  • 11 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q3 2023 and 15 closed out, a net change of -4 holders.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q3 2023 was Jane Street, an estimated $41.9M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q3 2023 was Parallax Volatility Advisers, an estimated $6.33M sold.

Based on aggregated 13F filings for Q3 2023.