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ProShares Ultra 7-10 Year Treasury

19 hedge funds and large institutions have $6.85M invested in ProShares Ultra 7-10 Year Treasury in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

44% less funds holding

Funds holding: 3419 (-15)

56.77% less ownership

Funds ownership: 80.35%23.58% (-57%)

88% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 16

90% less capital invested

Capital invested by funds: $68.9M → $6.85M (-$62.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
19
Holders Change
-15
Holders Change %
-44.12%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
6
Reduced
9
Closed
16
Calls
$5.99M
Puts
Net Calls
+$5.99M
Net Calls Change
+$137K
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
1
Virtu KCG Holdings
New York
$2.19M +$1.48M +25,640 +213%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.41M +$657K +11,400 +88%
VF
3
Virtu Financial
New York
$867K +$61.4K +1,066 +8%
CT
4
CMT Trading
Illinois
$517K +$178K +3,085 +53%
Jane Street
5
Jane Street
New York
$488K -$245K -4,247 -34%
NFG
6
Next Financial Group
Texas
$403K -$27.8K -483 -6%
BCM
7
Bluefin Capital Management
New York
$238K -$1.12M -19,463 -83%
DS
8
DRW Securities
Illinois
$216K +$214K +3,723 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$214K -$6.57M -114,014 -97%
Wells Fargo
10
Wells Fargo
California
$85K -$17.6K -306 -17%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$58K -$1.29M -22,371 -96%
Creative Planning
12
Creative Planning
Kansas
$53K +$24.2K +421 +85%
Morgan Stanley
13
Morgan Stanley
New York
$51K +$40.5K +704 +391%
MFS
14
MSI Financial Services
Massachusetts
$20K -$17.2K -298 -46%
AIP
15
Ameritas Investment Partners
Nebraska
$13K
JIR
16
James Investment Research
Ohio
$9K
Citigroup
17
Citigroup
New York
$8K -$2.19K -38 -22%
FHA
18
First Horizon Advisors
Tennessee
$6K +$6.85K +119 New
UBS Group
19
UBS Group
Switzerland
$3K -$102K -1,773 -97%
GHF
20
Good Harbor Financial
Illinois
-$45.9M -827,191 Closed
VAM
21
Visionary Asset Management
Texas
-$2.24M -40,418 Closed
WCM
22
Weatherstone Capital Management
Colorado
-$1.07M -19,336 Closed
FAAS
23
First Allied Advisory Services
California
-$890K -16,307 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
-$683K -12,316 Closed
Deutsche Bank
25
Deutsche Bank
Germany
-$632K -11,398 Closed

UST Hedge Fund Activity: Q1 2015 in Review

19 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 7-10 Year Treasury (UST) for Q1 2015, worth a combined $6.85M — down 90% from $68.9M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UST and 2 opened new positions — a net loss of 14 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Virtu KCG Holdings, adding an estimated $1.48M. The largest seller was Good Harbor Financial, exiting entirely with an estimated $45.9M sold.

  • 19 institutional investors held ProShares Ultra 7-10 Year Treasury (UST) as of Q1 2015, down from 34 in Q4 2014.
  • Funds reported $6.85M of ProShares Ultra 7-10 Year Treasury stock for Q1 2015, down 90% quarter-over-quarter.
  • 2 funds opened new ProShares Ultra 7-10 Year Treasury positions in Q1 2015 and 16 closed out, a net change of -14 holders.
  • The largest ProShares Ultra 7-10 Year Treasury buyer in Q1 2015 was Virtu KCG Holdings, an estimated $1.48M added.
  • The largest ProShares Ultra 7-10 Year Treasury seller in Q1 2015 was Good Harbor Financial, an estimated $45.9M sold.

Based on aggregated 13F filings for Q1 2015.