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ProShares Ultra 7-10 Year Treasury

25 hedge funds and large institutions have $15.1M invested in ProShares Ultra 7-10 Year Treasury in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 2725 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

34.74% less ownership

Funds ownership: 68.36%33.62% (-35%)

73% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 15

76% less capital invested

Capital invested by funds: $63.6M → $15.1M (-$48.5M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
4
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cedar Capital
Illinois
$3.28M +$3.33M +58,366 New
Jane Street
2
Jane Street
New York
$3.27M -$494K -8,674 -13%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.75M +$1.05M +18,444 +146%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.41M -$5.4M -94,787 -79%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.37M -$3.6M -63,207 -72%
VKH
6
Virtu KCG Holdings
New York
$1.35M -$866K -15,197 -39%
DS
7
DRW Securities
Illinois
$1.31M +$734K +12,873 +122%
VAM
8
Visionary Asset Management
Texas
$495K -$1.54M -27,061 -75%
WCM
9
Weatherstone Capital Management
Colorado
$367K -$1.03M -18,133 -74%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$223K -$778K -13,649 -78%
AFP
11
Ausdal Financial Partners
Iowa
$63K +$63.8K +1,120 New
ACM
12
Argentus Capital Management
Texas
$37K -$539K -9,460 -94%
Citigroup
13
Citigroup
New York
$37K +$6.44K +113 +20%
Wells Fargo
14
Wells Fargo
California
$32K -$76.4K -1,341 -70%
Creative Planning
15
Creative Planning
Kansas
$28K
AIG
16
American International Group
New York
$22K +$10.7K +187 +88%
Morgan Stanley
17
Morgan Stanley
New York
$21K -$2.11K -37 -9%
NFG
18
Next Financial Group
Texas
$13K -$4.84K -85 -26%
Bank of America
19
Bank of America
North Carolina
$6K -$1.08K -19 -14%
JWA
20
JFS Wealth Advisors
Pennsylvania
$5K -$12.9K -227 -72%
AIM
21
Advantage Investment Management
Iowa
$4K -$10.2K -179 -71%
US Bancorp
22
US Bancorp
Minnesota
$4K -$8.21K -144 -68%
KTC
23
Kistler-Tiffany Companies
Pennsylvania
$4K +$3.93K +69 New
VF
24
Virtu Financial
New York
-$511K -8,784 Closed
FAAS
25
First Allied Advisory Services
California
-$355K -6,103 Closed

UST Hedge Fund Activity: Q4 2015 in Review

25 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 7-10 Year Treasury (UST) for Q4 2015, worth a combined $15.1M — down 76% from $63.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UST and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.05M. The largest seller was Royal Bank of Canada, cutting an estimated $5.4M.

  • 25 institutional investors held ProShares Ultra 7-10 Year Treasury (UST) as of Q4 2015, down from 27 in Q3 2015.
  • Funds reported $15.1M of ProShares Ultra 7-10 Year Treasury stock for Q4 2015, down 76% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra 7-10 Year Treasury positions in Q4 2015 and 5 closed out, a net change of -1 holder.
  • The largest ProShares Ultra 7-10 Year Treasury buyer in Q4 2015 was Susquehanna International Group, an estimated $1.05M added.
  • The largest ProShares Ultra 7-10 Year Treasury seller in Q4 2015 was Royal Bank of Canada, an estimated $5.4M sold.

Based on aggregated 13F filings for Q4 2015.