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ProShares Ultra 20+ Year Treasury

14 hedge funds and large institutions have $15.2M invested in ProShares Ultra 20+ Year Treasury in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 1614 (-2)

24% less capital invested

Capital invested by funds: $20M → $15.2M (-$4.8M)

24.67% less ownership

Funds ownership: 82.99%58.32% (-25%)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
7
Closed
4
Calls
$448K
Puts
Net Calls
+$448K
Net Calls Change
+$567K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$4.73M +$3.88M +103,902 +559%
LPL Financial
2
LPL Financial
California
$2.79M +$352K +9,430 +15%
Stifel Financial
3
Stifel Financial
Missouri
$2.76M -$487K -13,046 -15%
VKH
4
Virtu KCG Holdings
New York
$1.65M -$73.6K -1,970 -4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.38M -$1.36M -36,462 -50%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$796K -$1.23M -33,018 -62%
DS
7
DRW Securities
Illinois
$502K -$66.9K -1,790 -12%
WCM
8
Windward Capital Management
California
$315K +$87.8K +2,350 +41%
S
9
SignatureFD
Georgia
$75K +$72.3K +1,936 New
ASN
10
Advisory Services Network
Georgia
$69K -$9.41K -252 -12%
GAM
11
Gemmer Asset Management
California
$46K +$44.8K +1,200 New
AP
12
Advisors Preferred
Maryland
$45K -$575K -15,402 -93%
Morgan Stanley
13
Morgan Stanley
New York
$15K +$7.47K +200 +100%
GC
14
Gruss & Co
Florida
-$4.36M -175,000 Closed
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
-$2.15M -61,548 Closed
HSBC Holdings
16
HSBC Holdings
United Kingdom
-$251K -7,200 Closed
UBS Group
17
UBS Group
Switzerland
-$72K -2,074 Closed

UBT Hedge Fund Activity: Q3 2015 in Review

14 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 20+ Year Treasury (UBT) for Q3 2015, worth a combined $15.2M — down 24% from $20M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UBT and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was Jane Street, adding an estimated $3.88M. The largest seller was Gruss & Co, exiting entirely with an estimated $4.36M sold.

  • 14 institutional investors held ProShares Ultra 20+ Year Treasury (UBT) as of Q3 2015, down from 16 in Q2 2015.
  • Funds reported $15.2M of ProShares Ultra 20+ Year Treasury stock for Q3 2015, down 24% quarter-over-quarter.
  • 2 funds opened new ProShares Ultra 20+ Year Treasury positions in Q3 2015 and 4 closed out, a net change of -2 holders.
  • The largest ProShares Ultra 20+ Year Treasury buyer in Q3 2015 was Jane Street, an estimated $3.88M added.
  • The largest ProShares Ultra 20+ Year Treasury seller in Q3 2015 was Gruss & Co, an estimated $4.36M sold.

Based on aggregated 13F filings for Q3 2015.