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ProShares Ultra 7-10 Year Treasury

19 hedge funds and large institutions have $17.3M invested in ProShares Ultra 7-10 Year Treasury in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11.23% less ownership

Funds ownership: 66.19%54.97% (-11%)

24% less funds holding

Funds holding: 2519 (-6)

53% less capital invested

Capital invested by funds: $36.5M → $17.3M (-$19.2M)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

92% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 12

Holders
19
Holders Change
-6
Holders Change %
-24%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
1
Reduced
12
Closed
8
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cedar Capital
Illinois
$4.2M -$5.19M -89,731 -55%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.85M -$3.32M -57,345 -54%
Jane Street
3
Jane Street
New York
$1.83M -$6.89M -119,051 -79%
GG
4
GenWealth Group
New Jersey
$1.77M +$634K +10,952 +52%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.24M +$1.25M +21,552 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.22M -$1.08M -18,672 -47%
OAM
7
Oppenheimer Asset Management
New York
$1M
VAM
8
Visionary Asset Management
Texas
$872K -$1.12M -19,288 -56%
DS
9
DRW Securities
Illinois
$603K -$48.3K -834 -7%
WCM
10
Weatherstone Capital Management
Colorado
$518K -$666K -11,514 -56%
AIP
11
Almanack Investment Partners
Pennsylvania
$426K
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$323K -$548K -9,469 -63%
AG
13
Advisor Group
Arizona
$310K -$449K -7,769 -59%
FAAS
14
First Allied Advisory Services
California
$65K +$66K +1,140 New
Wells Fargo
15
Wells Fargo
California
$33K -$49.8K -861 -60%
IA
16
IFP Advisors
Florida
$31K -$17.5K -302 -36%
Morgan Stanley
17
Morgan Stanley
New York
$19K
AIM
18
Advantage Investment Management
Iowa
$7K -$6.36K -110 -49%
BFG
19
Beacon Financial Group
Texas
-$500K -8,596 Closed
FA
20
FDx Advisors
Illinois
-$359K -6,185 Closed
AFP
21
Ausdal Financial Partners
Iowa
-$237K -4,083 Closed
CAM
22
Concorde Asset Management
Michigan
-$219K -3,758 Closed
ASN
23
Advisory Services Network
Georgia
-$101K -1,734 Closed
WCBA
24
Weaver C. Barksdale & Associates
Tennessee
-$32K -544 Closed
UBS Group
25
UBS Group
Switzerland
-$11K -188 Closed

UST Hedge Fund Activity: Q4 2017 in Review

19 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 7-10 Year Treasury (UST) for Q4 2017, worth a combined $17.3M — down 53% from $36.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UST and 2 opened new positions — a net loss of 6 holders — while 12 trimmed existing stakes and 1 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.25M. The largest seller was Jane Street, cutting an estimated $6.89M.

  • 19 institutional investors held ProShares Ultra 7-10 Year Treasury (UST) as of Q4 2017, down from 25 in Q3 2017.
  • Funds reported $17.3M of ProShares Ultra 7-10 Year Treasury stock for Q4 2017, down 53% quarter-over-quarter.
  • 2 funds opened new ProShares Ultra 7-10 Year Treasury positions in Q4 2017 and 8 closed out, a net change of -6 holders.
  • The largest ProShares Ultra 7-10 Year Treasury buyer in Q4 2017 was Susquehanna International Group, an estimated $1.25M added.
  • The largest ProShares Ultra 7-10 Year Treasury seller in Q4 2017 was Jane Street, an estimated $6.89M sold.

Based on aggregated 13F filings for Q4 2017.