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ProShares Ultra 20+ Year Treasury

18 hedge funds and large institutions have $28.7M invested in ProShares Ultra 20+ Year Treasury in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more capital invested

Capital invested by funds: $12.1M → $28.7M (+$16.6M)

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

38% more funds holding

Funds holding: 1318 (+5)

21.76% more ownership

Funds ownership: 91.67%113.43% (+22%)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

46% less call options, than puts

Call options by funds: $221K | Put options by funds: $411K

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
2
Reduced
3
Closed
4
Calls
$221K
Puts
$411K
Net Calls
-$190K
Net Calls Change
-$190K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$16.2M +$8.99M +179,636 +141%
GG
2
GenWealth Group
New Jersey
$4.37M -$7.71K -154 -0.2%
FIM
3
Freedom Investment Management
Connecticut
$3.96M +$3.76M +75,176 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.36M +$1.29M +25,834 New
CFD
5
Creative Financial Designs
Indiana
$966K
CL
6
Cabana LLC
Arkansas
$699K +$664K +13,264 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$340K -$140K -2,788 -30%
AP
8
Advisors Preferred
Maryland
$245K -$63K -1,258 -21%
FGAM
9
Financial Gravity Asset Management
Texas
$184K +$174K +3,482 +58,033%
UBS Group
10
UBS Group
Switzerland
$178K +$169K +3,372 New
ASN
11
Advisory Services Network
Georgia
$66K
Morgan Stanley
12
Morgan Stanley
New York
$63K
Citigroup
13
Citigroup
New York
$26K
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$26K +$24.8K +496 New
Wells Fargo
15
Wells Fargo
California
$8K +$7.71K +154 New
GWM
16
Geneos Wealth Management
Colorado
$3K +$3.5K +70 New
FA
17
Forefront Analytics
Pennsylvania
$2K +$2.3K +46 New
APA
18
American Portfolios Advisors
New York
$211 +$200 +4 New
FNC
19
First National Corp
Massachusetts
-$231K -15,942 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
-$342K -7,492 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$204K -4,464 Closed

UBT Hedge Fund Activity: Q3 2019 in Review

18 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 20+ Year Treasury (UBT) for Q3 2019, worth a combined $28.7M — up 138% from $12.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UBT positions and 4 closed out — a net gain of 5 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, adding an estimated $8.99M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $342K sold.

  • 18 institutional investors held ProShares Ultra 20+ Year Treasury (UBT) as of Q3 2019, up from 13 in Q2 2019.
  • Funds reported $28.7M of ProShares Ultra 20+ Year Treasury stock for Q3 2019, up 138% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra 20+ Year Treasury positions in Q3 2019 and 4 closed out, a net change of +5 holders.
  • The largest ProShares Ultra 20+ Year Treasury buyer in Q3 2019 was Jane Street, an estimated $8.99M added.
  • The largest ProShares Ultra 20+ Year Treasury seller in Q3 2019 was Royal Bank of Canada, an estimated $342K sold.

Based on aggregated 13F filings for Q3 2019.