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ProShares Ultra 7-10 Year Treasury

34 hedge funds and large institutions have $68.9M invested in ProShares Ultra 7-10 Year Treasury in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more capital invested

Capital invested by funds: $11.4M → $68.9M (+$57.5M)

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

55% more funds holding

Funds holding: 2234 (+12)

41.22% more ownership

Funds ownership: 39.13%80.35% (+41%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
34
Holders Change
+12
Holders Change %
+54.55%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
6
Reduced
9
Closed
3
Calls
$5.85M
Puts
Net Calls
+$5.85M
Net Calls Change
+$5.48M
Name Holding Trade Value Shares
Change
Change in
Stake
GHF
1
Good Harbor Financial
Illinois
$45.9M +$45.2M +819,748 +11,014%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.53M +$6.38M +115,698 +5,796%
PI
3
Placemark Investments
Illinois
$3.26M +$3.24M +58,767 New
VAM
4
Visionary Asset Management
Texas
$2.24M +$2.23M +40,418 New
BCM
5
Bluefin Capital Management
New York
$1.31M -$4.41M -79,823 -77%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$1.3M +$1.29M +23,307 +32,371%
WCM
7
Weatherstone Capital Management
Colorado
$1.07M +$1.07M +19,336 New
FAAS
8
First Allied Advisory Services
California
$890K +$900K +16,307 New
VF
9
Virtu Financial
New York
$770K -$72.7K -1,318 -9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$717K -$30.4K -550 -4%
Jane Street
11
Jane Street
New York
$702K +$698K +12,652 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$683K +$651K +11,802 +2,296%
VKH
13
Virtu KCG Holdings
New York
$669K +$269K +4,878 +68%
Deutsche Bank
14
Deutsche Bank
Germany
$632K
BFG
15
Beacon Financial Group
Texas
$619K +$618K +11,195 New
NFG
16
Next Financial Group
Texas
$413K -$22K -399 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$365K -$305K -5,535 -46%
CT
18
CMT Trading
Illinois
$323K -$48.6K -880 -13%
SS
19
Simplicity Solutions
Minnesota
$207K +$206K +3,731 New
UBS Group
20
UBS Group
Switzerland
$101K +$101K +1,828 New
Wells Fargo
21
Wells Fargo
California
$98K +$7.39K +134 +8%
MFS
22
MSI Financial Services
Massachusetts
$36K
Creative Planning
23
Creative Planning
Kansas
$27K
AIM
24
Advantage Investment Management
Iowa
$25K +$24.9K +451 New
AIP
25
Ameritas Investment Partners
Nebraska
$13K +$13K +236 New

UST Hedge Fund Activity: Q4 2014 in Review

34 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 7-10 Year Treasury (UST) for Q4 2014, worth a combined $68.9M — up 504% from $11.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UST positions and 3 closed out — a net gain of 13 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Good Harbor Financial, adding an estimated $45.2M. The largest seller was Bluefin Capital Management, cutting an estimated $4.41M.

  • 34 institutional investors held ProShares Ultra 7-10 Year Treasury (UST) as of Q4 2014, up from 22 in Q3 2014.
  • Funds reported $68.9M of ProShares Ultra 7-10 Year Treasury stock for Q4 2014, up 504% quarter-over-quarter.
  • 16 funds opened new ProShares Ultra 7-10 Year Treasury positions in Q4 2014 and 3 closed out, a net change of +13 holders.
  • The largest ProShares Ultra 7-10 Year Treasury buyer in Q4 2014 was Good Harbor Financial, an estimated $45.2M added.
  • The largest ProShares Ultra 7-10 Year Treasury seller in Q4 2014 was Bluefin Capital Management, an estimated $4.41M sold.

Based on aggregated 13F filings for Q4 2014.