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ProShares Ultra 20+ Year Treasury

20 hedge funds and large institutions have $7.49M invested in ProShares Ultra 20+ Year Treasury in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

199% more capital invested

Capital invested by funds: $2.5M → $7.49M (+$4.99M)

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

33% more funds holding

Funds holding: 1520 (+5)

2.92% more ownership

Funds ownership: 2.56%5.48% (+2.9%)

42% less call options, than puts

Call options by funds: $684K | Put options by funds: $1.17M

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
2
Closed
3
Calls
$684K
Puts
$1.17M
Net Calls
-$487K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.9M +$1.47M +70,112 +107%
Jane Street
2
Jane Street
New York
$1.24M +$1.21M +58,041 New
RFM
3
Royal Fund Management
Florida
$1.21M +$747K +35,755 +173%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$359K +$351K +16,811 New
HF
5
HRT Financial
New York
$343K +$336K +16,078 New
RIA
6
Regal Investment Advisors
Michigan
$321K +$314K +15,006 New
CCM
7
Crew Capital Management
Ohio
$315K +$308K +14,734 New
Vontobel Holding
8
Vontobel Holding
Switzerland
$263K
FIM
9
Freedom Investment Management
Connecticut
$203K +$199K +9,521 New
Citadel Advisors
10
Citadel Advisors
Florida
$101K -$159K -7,606 -62%
PBK
11
Peoples Bank (Kansas)
Kansas
$64.5K
UBS Group
12
UBS Group
Switzerland
$43.2K -$163K -7,792 -79%
FDCDDQ
13
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.1K +$19K +910 +143%
Simplex Trading
14
Simplex Trading
Illinois
$26K +$13.5K +647 +113%
PA
15
Parallel Advisors
California
$24.8K +$24.2K +1,159 New
CAS
16
Coppell Advisory Solutions
Texas
$15.9K
AP
17
Aspect Partners
Virginia
$13.8K +$13.5K +648 New
Osaic Holdings
18
Osaic Holdings
Arizona
$11.5K +$4.76K +228 +74%
Citigroup
19
Citigroup
New York
$6.41K
Morgan Stanley
20
Morgan Stanley
New York
$2.19K +$21 +1 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$112K -5,932 Closed
IA
22
IFP Advisors
Florida
-$7.53K -400 Closed
CP
23
Castleview Partners
Texas
-$5.65K -300 Closed

UBT Hedge Fund Activity: Q3 2024 in Review

20 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 20+ Year Treasury (UBT) for Q3 2024, worth a combined $7.49M — up 199% from $2.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UBT positions and 3 closed out — a net gain of 5 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.47M. The largest seller was UBS Group, cutting an estimated $163K.

  • 20 institutional investors held ProShares Ultra 20+ Year Treasury (UBT) as of Q3 2024, up from 15 in Q2 2024.
  • Funds reported $7.49M of ProShares Ultra 20+ Year Treasury stock for Q3 2024, up 199% quarter-over-quarter.
  • 8 funds opened new ProShares Ultra 20+ Year Treasury positions in Q3 2024 and 3 closed out, a net change of +5 holders.
  • The largest ProShares Ultra 20+ Year Treasury buyer in Q3 2024 was Envestnet Asset Management, an estimated $1.47M added.
  • The largest ProShares Ultra 20+ Year Treasury seller in Q3 2024 was UBS Group, an estimated $163K sold.

Based on aggregated 13F filings for Q3 2024.