ProShares Short 7-10 Year Treasury
31 hedge funds and large institutions have $39.1M invested in ProShares Short 7-10 Year Treasury in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 12 closing their positions.
3% more ownership
Funds ownership: 53.04% → 56.04% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
16% less funds holding
Funds holding: 37 → 31 (-6)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
28% less capital invested
Capital invested by funds: $54.3M → $39.1M (-$15.3M)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$11.2M |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$5.3M |
| 3 |
Jane Street
New York
|
+$2.34M |
| 4 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$2.24M |
| 5 |
CASC
Coppell Advisory Solutions Corp
Coppell,
Texas
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Davidson Capital Management
Corpus Christi,
Texas
|
-$20.5M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$9.82M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.6M |
| 4 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
-$1.86M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.02M |
TBX Hedge Fund Activity: Q1 2023 in Review
31 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 7-10 Year Treasury (TBX) for Q1 2023, worth a combined $39.1M — down 28% from $54.3M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of TBX and 6 opened new positions — a net loss of 6 holders — while 11 trimmed existing stakes and 8 added.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $11.2M. The largest seller was Davidson Capital Management, exiting entirely with an estimated $20.5M sold.
- 31 institutional investors held ProShares Short 7-10 Year Treasury (TBX) as of Q1 2023, down from 37 in Q4 2022.
- Funds reported $39.1M of ProShares Short 7-10 Year Treasury stock for Q1 2023, down 28% quarter-over-quarter.
- 6 funds opened new ProShares Short 7-10 Year Treasury positions in Q1 2023 and 12 closed out, a net change of -6 holders.
- The largest ProShares Short 7-10 Year Treasury buyer in Q1 2023 was Retirement Capital Strategies, an estimated $11.2M added.
- The largest ProShares Short 7-10 Year Treasury seller in Q1 2023 was Davidson Capital Management, an estimated $20.5M sold.
Based on aggregated 13F filings for Q1 2023.