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ProShares Ultra 7-10 Year Treasury

27 hedge funds and large institutions have $63.6M invested in ProShares Ultra 7-10 Year Treasury in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

730% more capital invested

Capital invested by funds: $7.67M → $63.6M (+$55.9M)

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

69% more funds holding

Funds holding: 1627 (+11)

42.93% more ownership

Funds ownership: 25.43%68.36% (+43%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
27
Holders Change
+11
Holders Change %
+68.75%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
5
Reduced
6
Closed
3
Calls
$244K
Puts
Net Calls
+$244K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
GHF
1
Good Harbor Financial
Illinois
$37.3M +$36.1M +641,085 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.97M +$6.74M +119,804 +443,719%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.1M +$4.93M +87,689 New
Jane Street
4
Jane Street
New York
$3.89M +$1.7M +30,302 +83%
VKH
5
Virtu KCG Holdings
New York
$2.28M +$513K +9,119 +30%
VAM
6
Visionary Asset Management
Texas
$2.09M +$2.02M +35,880 New
WCM
7
Weatherstone Capital Management
Colorado
$1.43M +$1.39M +24,663 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.02M +$946K +16,819 +2,129%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$735K -$606K -10,781 -46%
DS
10
DRW Securities
Illinois
$613K
ACM
11
Argentus Capital Management
Texas
$588K +$569K +10,111 New
VF
12
Virtu Financial
New York
$511K -$522K -9,275 -51%
FAAS
13
First Allied Advisory Services
California
$355K +$343K +6,103 New
SS
14
Simplicity Solutions
Minnesota
$225K +$217K +3,864 New
CT
15
CMT Trading
Illinois
$219K -$78K -1,387 -27%
Wells Fargo
16
Wells Fargo
California
$111K +$99.8K +1,775 +1,305%
Citigroup
17
Citigroup
New York
$32K -$15.4K -273 -33%
Creative Planning
18
Creative Planning
Kansas
$29K +$27.7K +493 New
Morgan Stanley
19
Morgan Stanley
New York
$24K -$9.62K -171 -29%
NFG
20
Next Financial Group
Texas
$19K -$166K -2,949 -90%
JWA
21
JFS Wealth Advisors
Pennsylvania
$18K +$17.8K +316 New
AIM
22
Advantage Investment Management
Iowa
$15K +$14.2K +252 New
UBS Group
23
UBS Group
Switzerland
$14K +$13.2K +234 New
AIG
24
American International Group
New York
$12K +$12K +213 New
US Bancorp
25
US Bancorp
Minnesota
$12K +$12K +213 New

UST Hedge Fund Activity: Q3 2015 in Review

27 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 7-10 Year Treasury (UST) for Q3 2015, worth a combined $63.6M — up 730% from $7.67M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UST positions and 3 closed out — a net gain of 11 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Good Harbor Financial, opening a new position worth an estimated $36.1M. The largest seller was Susquehanna International Group, cutting an estimated $606K.

  • 27 institutional investors held ProShares Ultra 7-10 Year Treasury (UST) as of Q3 2015, up from 16 in Q2 2015.
  • Funds reported $63.6M of ProShares Ultra 7-10 Year Treasury stock for Q3 2015, up 730% quarter-over-quarter.
  • 14 funds opened new ProShares Ultra 7-10 Year Treasury positions in Q3 2015 and 3 closed out, a net change of +11 holders.
  • The largest ProShares Ultra 7-10 Year Treasury buyer in Q3 2015 was Good Harbor Financial, an estimated $36.1M added.
  • The largest ProShares Ultra 7-10 Year Treasury seller in Q3 2015 was Susquehanna International Group, an estimated $606K sold.

Based on aggregated 13F filings for Q3 2015.