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ProShares Short 7-10 Year Treasury
TBX

17 hedge funds and large institutions have $8.84M invested in ProShares Short 7-10 Year Treasury in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.64% more ownership

Funds ownership: 48.39% → 57.03% (+8.6%)

6% more capital invested

Capital invested by funds: $8.31M → $8.84M (+$531K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11% less funds holding

Funds holding: 19 → 17 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
1
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$591K
2
UBS Group
UBS Group
Switzerland
+$114K
3
CJ
Caitlin John
Michigan
+$1.61K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.11M
2
JP Morgan Chase
JP Morgan Chase
New York
-$77.5K
3
FAFN
First Affirmative Financial Network
Colorado
-$36.4K
4
VF
VitalStone Financial
Texas
-$20.4K
5
TWM
Tradition Wealth Management
Minnesota
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$4.18M -$1.11M -38,014 -21%
FAFN
2
First Affirmative Financial Network
Colorado
$1.59M -$36.4K -1,245 -2%
CASC
3
Coppell Advisory Solutions Corp
Texas
$1.03M +$1.03M +35,351 New
LPL Financial
4
LPL Financial
California
$592K +$591K +20,236 New
JP Morgan Chase
5
JP Morgan Chase
New York
$528K -$77.5K -2,654 -13%
AWM
6
AllSquare Wealth Management
New York
$260K – – –
VIM
7
Vista Investment Management
Pennsylvania
$243K – – –
PCS
8
Personal CFO Solutions
New Jersey
$230K – – –
UBS Group
9
UBS Group
Switzerland
$131K +$114K +3,904 +663%
CT
10
Caldwell Trust
Florida
$35.6K – – –
BCMLT
11
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.9K – – –
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$2.98K – – –
CJ
13
Caitlin John
Michigan
$1.61K +$1.61K +55 New
CPA
14
Clear Point Advisors
New York
$1.57K – – –
GWMI
15
Guardian Wealth Management (Illinois)
Illinois
$585 – – –
Wells Fargo
16
Wells Fargo
California
$23 – – –
VF
17
VitalStone Financial
Texas
– -$20.4K -700 -99%
TWM
18
Tradition Wealth Management
Minnesota
– -$3K -110 Closed
Morgan Stanley
19
Morgan Stanley
New York
– -$94 -2 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
– -$29 -1 Closed
TWC
21
TD Waterhouse Canada
Ontario, Canada
– -$29 -1 Closed

TBX Hedge Fund Activity: Q1 2024 in Review

17 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 7-10 Year Treasury (TBX) for Q1 2024, worth a combined $8.84M — up 6.4% from $8.31M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TBX and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 1 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $591K. The largest seller was Jane Street, cutting an estimated $1.11M.

  • 17 institutional investors held ProShares Short 7-10 Year Treasury (TBX) as of Q1 2024, down from 19 in Q4 2023.
  • Funds reported $8.84M of ProShares Short 7-10 Year Treasury stock for Q1 2024, up 6.4% quarter-over-quarter.
  • 3 funds opened new ProShares Short 7-10 Year Treasury positions in Q1 2024 and 4 closed out, a net change of -1 holder.
  • The largest ProShares Short 7-10 Year Treasury buyer in Q1 2024 was LPL Financial, an estimated $591K added.
  • The largest ProShares Short 7-10 Year Treasury seller in Q1 2024 was Jane Street, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2024.