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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
DCM
1
Davidson Capital Management
Texas
$28.3M +$4.75M +176,385 +20%
Jane Street
2
Jane Street
New York
$9M +$406K +15,080 +5%
WA
3
Win Advisors
Florida
$7.51M +$7.6M +281,953 New
GM
4
GeoWealth Management
Illinois
$6.23M +$6.22M +230,947 New
T
5
TRUADVICE
Florida
$4.19M +$4.32M +160,241 New
EF
6
Empowered Funds
Pennsylvania
$4.11M +$2.02M +75,009 +97%
RL
7
Retireful LLC
Michigan
$4.05M +$4.05M +150,118 New
AWM
8
AE Wealth Management
Kansas
$2.95M +$2.95M +109,579 New
AWS
9
AJ Wealth Strategies
New York
$2.37M -$2.37M -88,025 -50%
VFA
10
Values First Advisors
Tennessee
$2.32M +$14.5K +539 +0.6%
NA
11
NewEdge Advisors
Louisiana
$2.3M +$1.96M +72,888 +582%
HCA
12
Heck Capital Advisors
Wisconsin
$2.18M +$2.18M +81,007 New
LPL Financial
13
LPL Financial
California
$2.18M +$635K +23,564 +41%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.93M +$1.93M +71,479 New
TCWM
15
Total Clarity Wealth Management
Illinois
$1.91M -$4.37K -162 -0.2%
FAFN
16
First Affirmative Financial Network
Colorado
$1.86M -$83.5K -3,098 -4%
TWC
17
TD Waterhouse Canada
Ontario, Canada
$1.57M +$405K +15,016 +34%
JG
18
Jefferies Group
New York
$1.08M +$1.08M +40,072 New
DAS
19
Dynamic Advisor Solutions
Arizona
$902K -$4.81M -178,523 -84%
FFS
20
Founders Financial Securities
Maryland
$895K +$357K +13,262 +67%
LSAG
21
Lake Street Advisors Group
New Hampshire
$890K +$620K +23,000 +230%
AWM
22
AllSquare Wealth Management
New York
$616K – – –
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$579K +$578K +21,465 New
KA
24
Kovack Advisors
Florida
$448K -$53.9K -2,000 -11%
NWMG
25
National Wealth Management Group
Ohio
$427K +$427K +15,852 New
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.