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ProShares Short 7-10 Year Treasury

18 hedge funds and large institutions have $6.77M invested in ProShares Short 7-10 Year Treasury in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

63% more capital invested

Capital invested by funds: $4.15M → $6.77M (+$2.62M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

7.82% more ownership

Funds ownership: 38.7%46.52% (+7.8%)

0% more funds holding

Funds holding: 1818 (0)

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.89M +$2.91M +99,245 New
FAFN
2
First Affirmative Financial Network
Colorado
$1.64M +$58.8K +2,007 +4%
FTUS
3
Flow Traders U.S.
New York
$524K +$527K +17,997 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$486K -$486K -16,593 -50%
JP Morgan Chase
5
JP Morgan Chase
New York
$437K +$156K +5,343 +55%
Jane Street
6
Jane Street
New York
$380K +$161K +5,486 +72%
AWM
7
AllSquare Wealth Management
New York
$233K -$26.4K -900 -10%
CAS
8
Coppell Advisory Solutions
Texas
$98.2K +$82.9K +2,831 +517%
CT
9
Caldwell Trust
Florida
$35.4K
BCMLT
10
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.8K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$14K +$14.4K +491 New
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$2.97K
FFA
13
Farther Finance Advisors
California
$2.91K
NWWA
14
New Wave Wealth Advisors
Arkansas
$2.91K +$2.93K +100 New
Q1WB
15
Quest 10 Wealth Builders
Virginia
$2.79K +$2.81K +96 New
AWM
16
AE Wealth Management
Kansas
$2.27K +$2.28K +78 New
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$960 +$966 +33 New
Morgan Stanley
18
Morgan Stanley
New York
$71 +$29 +1 +100%
Citadel Advisors
19
Citadel Advisors
Florida
-$625K -22,152 Closed
PCS
20
Personal CFO Solutions
New Jersey
-$224K -7,957 Closed
OP
21
ORG Partners
Indiana
-$10K -355 Closed
UBS Group
22
UBS Group
Switzerland
-$4.51K -160 Closed
CPA
23
Clear Point Advisors
New York
-$1.54K -54 Closed
TWC
24
TD Waterhouse Canada
Ontario, Canada
-$28 -1 Closed

TBX Hedge Fund Activity: Q4 2024 in Review

18 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 7-10 Year Treasury (TBX) for Q4 2024, worth a combined $6.77M — up 63% from $4.15M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TBX positions and 6 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $2.91M. The largest seller was Citadel Advisors, exiting entirely with an estimated $625K sold.

  • 18 institutional investors held ProShares Short 7-10 Year Treasury (TBX) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $6.77M of ProShares Short 7-10 Year Treasury stock for Q4 2024, up 63% quarter-over-quarter.
  • 7 funds opened new ProShares Short 7-10 Year Treasury positions in Q4 2024 and 6 closed out, a net change of +1 holder.
  • The largest ProShares Short 7-10 Year Treasury buyer in Q4 2024 was LPL Financial, an estimated $2.91M added.
  • The largest ProShares Short 7-10 Year Treasury seller in Q4 2024 was Citadel Advisors, an estimated $625K sold.

Based on aggregated 13F filings for Q4 2024.