We are live on ! Find out more
TBX icon

ProShares Short 7-10 Year Treasury

23 hedge funds and large institutions have $16.4M invested in ProShares Short 7-10 Year Treasury in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

55% more capital invested

Capital invested by funds: $10.6M → $16.4M (+$5.8M)

21% more funds holding

Funds holding: 1923 (+4)

14.31% more ownership

Funds ownership: 36.87%51.18% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
2
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$4.47M +$2.02M +68,361 +88%
LPL Financial
2
LPL Financial
California
$3.26M +$865K +29,291 +38%
JFG
3
Jefferies Financial Group
New York
$2.22M +$2.14M +72,603 New
FAFN
4
First Affirmative Financial Network
Colorado
$1.69M -$53.1K -1,799 -3%
EF
5
Empowered Funds
Pennsylvania
$786K +$760K +25,740 New
CA
6
Cetera Advisors
Colorado
$717K +$694K +23,500 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$656K +$635K +21,501 New
JP Morgan Chase
8
JP Morgan Chase
New York
$624K +$604K +20,444 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$580K +$561K +19,005 New
IWM
10
Iams Wealth Management
Nebraska
$361K +$349K +11,828 New
AWM
11
AllSquare Wealth Management
New York
$272K -$375K -12,700 -59%
VIM
12
Vista Investment Management
Pennsylvania
$253K
PCS
13
Personal CFO Solutions
New Jersey
$240K
CAS
14
Coppell Advisory Solutions
Texas
$146K -$1.28M -43,422 -89%
OP
15
ORG Partners
Indiana
$71.6K +$69.3K +2,347 New
CT
16
Caldwell Trust
Florida
$37.1K
BCMLT
17
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.6K
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$3.11K -$27.5K -930 -90%
TWM
19
Tradition Wealth Management
Minnesota
$3K
GWMI
20
Guardian Wealth Management (Illinois)
Illinois
$611
UBS Group
21
UBS Group
Switzerland
$275 -$76.3K -2,582 -100%
TWC
22
TD Waterhouse Canada
Ontario, Canada
$31 -$999K -33,813 -100%
Wells Fargo
23
Wells Fargo
California
$10 -$30 -1 Closed
NA
24
NewEdge Advisors
Louisiana
-$498K -17,345 Closed
TSS
25
Two Sigma Securities
New York
-$240K -8,351 Closed

TBX Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 7-10 Year Treasury (TBX) for Q3 2023, worth a combined $16.4M — up 55% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TBX positions and 4 closed out — a net gain of 4 holders — while 2 added to existing stakes and 7 trimmed.

The largest buyer was Jefferies Financial Group, opening a new position worth an estimated $2.14M. The largest seller was Coppell Advisory Solutions, cutting an estimated $1.28M.

  • 23 institutional investors held ProShares Short 7-10 Year Treasury (TBX) as of Q3 2023, up from 19 in Q2 2023.
  • Funds reported $16.4M of ProShares Short 7-10 Year Treasury stock for Q3 2023, up 55% quarter-over-quarter.
  • 8 funds opened new ProShares Short 7-10 Year Treasury positions in Q3 2023 and 4 closed out, a net change of +4 holders.
  • The largest ProShares Short 7-10 Year Treasury buyer in Q3 2023 was Jefferies Financial Group, an estimated $2.14M added.
  • The largest ProShares Short 7-10 Year Treasury seller in Q3 2023 was Coppell Advisory Solutions, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2023.