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ProShares Ultra 20+ Year Treasury

18 hedge funds and large institutions have $11.9M invested in ProShares Ultra 20+ Year Treasury in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

37.1% less ownership

Funds ownership: 113.43%76.32% (-37%)

59% less capital invested

Capital invested by funds: $28.7M → $11.9M (-$16.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $386K

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
5
Closed
3
Calls
Puts
$386K
Net Calls
-$386K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
GG
1
GenWealth Group
New Jersey
$4M +$96K +1,920 +2%
Jane Street
2
Jane Street
New York
$3.48M -$11.7M -233,274 -76%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.86M +$681K +13,620 +53%
CFD
4
Creative Financial Designs
Indiana
$912K +$37.5K +750 +4%
FIM
5
Freedom Investment Management
Connecticut
$460K -$3.27M -65,418 -87%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$371K +$71.4K +1,428 +22%
FNC
7
First National Corp
Massachusetts
$316K +$1.19M +23,800 New
UBS Group
8
UBS Group
Switzerland
$157K -$2K -40 -1%
FGAM
9
Financial Gravity Asset Management
Texas
$96K -$171K -3,418 -98%
ASN
10
Advisory Services Network
Georgia
$64K -$4.3K -86 -6%
Morgan Stanley
11
Morgan Stanley
New York
$57K
TRCT
12
Tower Research Capital (TRC)
New York
$57K +$60K +1,200 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$28K +$30K +600 New
Citigroup
14
Citigroup
New York
$24K
Wells Fargo
15
Wells Fargo
California
$7K
GWM
16
Geneos Wealth Management
Colorado
$3K +$600 +12 +17%
FA
17
Forefront Analytics
Pennsylvania
$2K
APA
18
American Portfolios Advisors
New York
$188
CL
19
Cabana LLC
Arkansas
-$699K -13,264 Closed
AP
20
Advisors Preferred
Maryland
-$245K -4,650 Closed
LTFS
21
Ladenburg Thalmann Financial Services
Florida
-$26K -496 Closed

UBT Hedge Fund Activity: Q4 2019 in Review

18 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 20+ Year Treasury (UBT) for Q4 2019, worth a combined $11.9M — down 59% from $28.7M a quarter earlier.

Fund positioning in UBT was balanced in Q4 2019: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 5 trimmed.

The largest buyer was First National Corp, opening a new position worth an estimated $1.19M. The largest seller was Jane Street, cutting an estimated $11.7M.

  • 18 institutional investors held ProShares Ultra 20+ Year Treasury (UBT) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $11.9M of ProShares Ultra 20+ Year Treasury stock for Q4 2019, down 59% quarter-over-quarter.
  • 3 funds opened new ProShares Ultra 20+ Year Treasury positions in Q4 2019 and 3 closed out, a net change of 0 holders.
  • The largest ProShares Ultra 20+ Year Treasury buyer in Q4 2019 was First National Corp, an estimated $1.19M added.
  • The largest ProShares Ultra 20+ Year Treasury seller in Q4 2019 was Jane Street, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2019.