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ProShares Ultra 7-10 Year Treasury

18 hedge funds and large institutions have $17.5M invested in ProShares Ultra 7-10 Year Treasury in 2016 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

16% more capital invested

Capital invested by funds: $15.1M → $17.5M (+$2.42M)

0.01% more ownership

Funds ownership: 33.62%33.63% (+0.01%)

28% less funds holding

Funds holding: 2518 (-7)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 7

Holders
18
Holders Change
-7
Holders Change %
-28%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
11
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cedar Capital
Illinois
$4.67M +$1.07M +17,905 +31%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.27M +$1.33M +22,194 +71%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.98M +$1.41M +23,553 +94%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.9M +$391K +6,532 +27%
DS
5
DRW Securities
Illinois
$1.44M
Jane Street
6
Jane Street
New York
$985K -$2.53M -42,184 -72%
VAM
7
Visionary Asset Management
Texas
$928K +$379K +6,331 +72%
WCM
8
Weatherstone Capital Management
Colorado
$616K +$211K +3,522 +54%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$408K +$161K +2,687 +68%
ACM
10
Argentus Capital Management
Texas
$149K +$107K +1,783 +274%
Citigroup
11
Citigroup
New York
$79K +$37.5K +626 +94%
Creative Planning
12
Creative Planning
Kansas
$30K
Morgan Stanley
13
Morgan Stanley
New York
$30K +$6.59K +110 +29%
NFG
14
Next Financial Group
Texas
$15K
Wells Fargo
15
Wells Fargo
California
$11K -$23K -384 -67%
JWA
16
JFS Wealth Advisors
Pennsylvania
$10K +$4.91K +82 +92%
AIM
17
Advantage Investment Management
Iowa
$3K -$1.38K -23 -32%
VKH
18
Virtu KCG Holdings
New York
-$1.35M -24,039 Closed
AFP
19
Ausdal Financial Partners
Iowa
-$63K -1,120 Closed
AIG
20
American International Group
New York
-$22K -400 Closed
Bank of America
21
Bank of America
North Carolina
-$6K -115 Closed
KTC
22
Kistler-Tiffany Companies
Pennsylvania
-$4K -69 Closed
US Bancorp
23
US Bancorp
Minnesota
-$4K -69 Closed

UST Hedge Fund Activity: Q1 2016 in Review

18 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 7-10 Year Treasury (UST) for Q1 2016, worth a combined $17.5M — up 16% from $15.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UST and 0 opened new positions — a net loss of 7 holders — while 3 trimmed existing stakes and 11 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.41M. The largest seller was Jane Street, cutting an estimated $2.53M.

  • 18 institutional investors held ProShares Ultra 7-10 Year Treasury (UST) as of Q1 2016, down from 25 in Q4 2015.
  • Funds reported $17.5M of ProShares Ultra 7-10 Year Treasury stock for Q1 2016, up 16% quarter-over-quarter.
  • 0 funds opened new ProShares Ultra 7-10 Year Treasury positions in Q1 2016 and 7 closed out, a net change of -7 holders.
  • The largest ProShares Ultra 7-10 Year Treasury buyer in Q1 2016 was Royal Bank of Canada, an estimated $1.41M added.
  • The largest ProShares Ultra 7-10 Year Treasury seller in Q1 2016 was Jane Street, an estimated $2.53M sold.

Based on aggregated 13F filings for Q1 2016.