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ProShares Ultra 7-10 Year Treasury

22 hedge funds and large institutions have $29.5M invested in ProShares Ultra 7-10 Year Treasury in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

70% more capital invested

Capital invested by funds: $17.3M → $29.5M (+$12.2M)

16% more funds holding

Funds holding: 1922 (+3)

12.38% more ownership

Funds ownership: 54.97%67.34% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
9
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cedar Capital
Illinois
$10.5M +$6.43M +117,670 +161%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.42M +$3.68M +67,414 +136%
GG
3
GenWealth Group
New Jersey
$2.08M +$324K +5,938 +19%
Jane Street
4
Jane Street
New York
$1.98M +$231K +4,231 +13%
VAM
5
Visionary Asset Management
Texas
$1.97M +$1.15M +21,079 +139%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.72M +$587K +10,754 +51%
WCM
7
Weatherstone Capital Management
Colorado
$899K +$400K +7,321 +81%
OAM
8
Oppenheimer Asset Management
New York
$793K -$149K -2,737 -16%
AG
9
Advisor Group
Arizona
$665K +$367K +6,726 +125%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$568K +$258K +4,725 +84%
BFG
11
Beacon Financial Group
Texas
$514K +$512K +9,368 New
DS
12
DRW Securities
Illinois
$408K -$166K -3,048 -29%
FA
13
FDx Advisors
Illinois
$321K +$320K +5,855 New
AI
14
Atria Investments
North Carolina
$212K +$211K +3,869 New
AFP
15
Ausdal Financial Partners
Iowa
$201K +$200K +3,669 New
ASN
16
Advisory Services Network
Georgia
$118K +$117K +2,147 New
UBS Group
17
UBS Group
Switzerland
$82K +$81.9K +1,499 New
IA
18
IFP Advisors
Florida
$31K
Wells Fargo
19
Wells Fargo
California
$31K
Morgan Stanley
20
Morgan Stanley
New York
$15K -$2.35K -43 -13%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$11K +$10.5K +192 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$1.24M -21,552 Closed
AIP
23
Almanack Investment Partners
Pennsylvania
-$426K -7,401 Closed
FAAS
24
First Allied Advisory Services
California
-$65K -1,140 Closed
AIM
25
Advantage Investment Management
Iowa
-$7K -115 Closed

UST Hedge Fund Activity: Q1 2018 in Review

22 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 7-10 Year Treasury (UST) for Q1 2018, worth a combined $29.5M — up 70% from $17.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UST positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Cedar Capital, adding an estimated $6.43M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.24M sold.

  • 22 institutional investors held ProShares Ultra 7-10 Year Treasury (UST) as of Q1 2018, up from 19 in Q4 2017.
  • Funds reported $29.5M of ProShares Ultra 7-10 Year Treasury stock for Q1 2018, up 70% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra 7-10 Year Treasury positions in Q1 2018 and 4 closed out, a net change of +3 holders.
  • The largest ProShares Ultra 7-10 Year Treasury buyer in Q1 2018 was Cedar Capital, an estimated $6.43M added.
  • The largest ProShares Ultra 7-10 Year Treasury seller in Q1 2018 was Susquehanna International Group, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2018.