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ProShares Ultra 7-10 Year Treasury

25 hedge funds and large institutions have $16.8M invested in ProShares Ultra 7-10 Year Treasury in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

32% more funds holding

Funds holding: 1925 (+6)

13% more capital invested

Capital invested by funds: $14.9M → $16.8M (+$1.91M)

6.44% more ownership

Funds ownership: 28.9%35.34% (+6.4%)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$4.15M +$1.75M +27,421 +72%
CC
2
Cedar Capital
Illinois
$3.46M +$3.13M +49,172 +909%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.38M +$2.96M +46,554 +687%
DS
4
DRW Securities
Illinois
$1.01M -$19.1K -300 -2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$929K +$461K +7,247 +98%
VAM
6
Visionary Asset Management
Texas
$734K +$737K +11,578 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$690K -$953K -14,959 -58%
VKH
8
Virtu KCG Holdings
New York
$580K -$1.54M -24,151 -73%
WCM
9
Weatherstone Capital Management
Colorado
$464K +$466K +7,325 New
CT
10
CMT Trading
Illinois
$458K -$402K -6,310 -47%
AG
11
Advisor Group
Arizona
$373K +$359K +5,632 +2,158%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$324K +$323K +5,071 +15,367%
ACM
13
Argentus Capital Management
Texas
$79K +$78.7K +1,236 +10,300%
CWM
14
Concert Wealth Management
California
$51K +$50.8K +798 New
Creative Planning
15
Creative Planning
Kansas
$31K
Morgan Stanley
16
Morgan Stanley
New York
$27K
NFG
17
Next Financial Group
Texas
$17K +$1.72K +27 +11%
WCBA
18
Weaver C. Barksdale & Associates
Tennessee
$17K +$17.1K +268 New
JWA
19
JFS Wealth Advisors
Pennsylvania
$11K +$11.2K +176 New
ECM
20
Exchange Capital Management
Michigan
$7K
UBS Group
21
UBS Group
Switzerland
$4K -$80.6K -1,265 -95%
AIM
22
Advantage Investment Management
Iowa
$3K +$3.18K +50 New
Wells Fargo
23
Wells Fargo
California
$2K -$4.65K -73 -70%
MFS
24
MSI Financial Services
Massachusetts
$1K +$573 +9 New
Wolverine Trading
25
Wolverine Trading
Illinois
-$5.26M -81,655 Closed

UST Hedge Fund Activity: Q3 2016 in Review

25 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 7-10 Year Treasury (UST) for Q3 2016, worth a combined $16.8M — up 13% from $14.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UST positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Cedar Capital, adding an estimated $3.13M. The largest seller was Wolverine Trading, exiting entirely with an estimated $5.26M sold.

  • 25 institutional investors held ProShares Ultra 7-10 Year Treasury (UST) as of Q3 2016, up from 19 in Q2 2016.
  • Funds reported $16.8M of ProShares Ultra 7-10 Year Treasury stock for Q3 2016, up 13% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra 7-10 Year Treasury positions in Q3 2016 and 1 closed out, a net change of +6 holders.
  • The largest ProShares Ultra 7-10 Year Treasury buyer in Q3 2016 was Cedar Capital, an estimated $3.13M added.
  • The largest ProShares Ultra 7-10 Year Treasury seller in Q3 2016 was Wolverine Trading, an estimated $5.26M sold.

Based on aggregated 13F filings for Q3 2016.