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ProShares Short 7-10 Year Treasury
TBX

42 hedge funds and large institutions have $92.3M invested in ProShares Short 7-10 Year Treasury in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

29% more capital invested

Capital invested by funds: $71.4M → $92.3M (+$20.9M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

14% more funds holding

Funds holding: 37 → 42 (+5)

5.22% more ownership

Funds ownership: 42.27% → 47.49% (+5.2%)

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.71%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
14
Increased
9
Reduced
7
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
+$7.6M
2
GM
GeoWealth Management
Illinois
+$6.22M
3
DCM
Davidson Capital Management
Texas
+$4.75M
4
T
TRUADVICE
Florida
+$4.32M
5
RL
Retireful LLC
Michigan
+$4.05M

Top Sellers

Rank Fund Capital Flow
1
MW
Marks Wealth
Maryland
-$6.49M
2
WAAG
Wealth Alliance Advisory Group
Kansas
-$6.17M
3
DAS
Dynamic Advisor Solutions
Arizona
-$4.81M
4
AWS
AJ Wealth Strategies
New York
-$2.37M
5
FTUS
Flow Traders U.S.
New York
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
26
Nadler Financial Group
Illinois
$372K – – –
VIM
27
Vista Investment Management
Pennsylvania
$324K – – –
Vontobel Holding
28
Vontobel Holding
Switzerland
$238K +$237K +8,810 New
AIP
29
Almanack Investment Partners
Pennsylvania
$219K +$219K +8,124 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$87K -$242K -8,980 -74%
Bank of America
31
Bank of America
North Carolina
$54K – – –
ED
32
Exane Derivatives
France
$53.9K – – –
MA
33
Montag & Associates
Georgia
$49K – – –
UBS Group
34
UBS Group
Switzerland
$42K -$72.4K -2,685 -63%
CT
35
Caldwell Trust
Florida
$34.1K – – –
BCMLT
36
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K – – –
GRP
37
Global Retirement Partners
California
$10K – – –
JMF
38
Johnson Midwest Financial
Iowa
$10K +$9.97K +370 New
FWM
39
Focused Wealth Management
New York
$3K – – –
TWM
40
Tradition Wealth Management
Minnesota
$3K – – –
FFC
41
Fure Financial Corporation
Minnesota
$1K +$1.19K +44 New
MW
42
Marks Wealth
Maryland
– -$6.49M -250,962 Closed
WAAG
43
Wealth Alliance Advisory Group
Kansas
– -$6.17M -238,572 Closed
FTUS
44
Flow Traders U.S.
New York
– -$1.48M -57,423 Closed
BAM
45
Belpointe Asset Management
Nevada
– -$1.37M -52,988 Closed
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
– -$349K -13,510 Closed
BBVA
47
Banco Bilbao Vizcaya Argentaria
Spain
– -$319K -12,160 Closed
ICG
48
InterOcean Capital Group
Tennessee
– -$204K -7,906 Closed
GWM
49
Geneos Wealth Management
Colorado
– -$103K -4,016 Closed
TRCT
50
Tower Research Capital (TRC)
New York
– -$7K -260 Closed
1
2

TBX Hedge Fund Activity: Q2 2022 in Review

42 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 7-10 Year Treasury (TBX) for Q2 2022, worth a combined $92.3M — up 29% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TBX positions and 9 closed out — a net gain of 5 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $7.6M. The largest seller was Marks Wealth, exiting entirely with an estimated $6.49M sold.

  • 42 institutional investors held ProShares Short 7-10 Year Treasury (TBX) as of Q2 2022, up from 37 in Q1 2022.
  • Funds reported $92.3M of ProShares Short 7-10 Year Treasury stock for Q2 2022, up 29% quarter-over-quarter.
  • 14 funds opened new ProShares Short 7-10 Year Treasury positions in Q2 2022 and 9 closed out, a net change of +5 holders.
  • The largest ProShares Short 7-10 Year Treasury buyer in Q2 2022 was Win Advisors, an estimated $7.6M added.
  • The largest ProShares Short 7-10 Year Treasury seller in Q2 2022 was Marks Wealth, an estimated $6.49M sold.

Based on aggregated 13F filings for Q2 2022.