We are live on ! Find out more
UST icon

ProShares Ultra 7-10 Year Treasury

21 hedge funds and large institutions have $24.4M invested in ProShares Ultra 7-10 Year Treasury in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 2221 (-1)

5.94% less ownership

Funds ownership: 67.34%61.4% (-5.9%)

17% less capital invested

Capital invested by funds: $29.5M → $24.4M (-$5.09M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

64% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 11

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
4
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cedar Capital
Illinois
$8.45M -$1.83M -34,284 -18%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.95M -$1.36M -25,405 -22%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.46M +$2.43M +45,496 New
GG
4
GenWealth Group
New Jersey
$2.41M +$361K +6,752 +18%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.66M -$71.4K -1,335 -4%
VAM
6
Visionary Asset Management
Texas
$1.4M -$557K -10,428 -29%
OAM
7
Oppenheimer Asset Management
New York
$571K -$208K -3,889 -27%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$568K
AG
9
Advisor Group
Arizona
$520K -$133K -2,494 -21%
BFG
10
Beacon Financial Group
Texas
$412K -$93.1K -1,742 -19%
Jane Street
11
Jane Street
New York
$379K -$1.55M -29,088 -81%
CWM
12
Cornerstone Wealth Management
Missouri
$248K +$716K +13,387 New
FA
13
FDx Advisors
Illinois
$218K -$97.2K -1,819 -31%
FHA
14
Flagship Harbor Advisors
Massachusetts
$58K +$58K +1,085 New
IA
15
IFP Advisors
Florida
$51K +$22K +411 +77%
Wells Fargo
16
Wells Fargo
California
$33K +$1.6K +30 +5%
Morgan Stanley
17
Morgan Stanley
New York
$16K +$214 +4 +1%
RCAG
18
Rehmann Capital Advisory Group
Michigan
$8.43K -$1.92K -36 -19%
NR
19
Newfound Research
Massachusetts
$5K +$5.29K +99 New
UBS Group
20
UBS Group
Switzerland
$1K -$79.5K -1,487 -99%
WCM
21
Weatherstone Capital Management
Colorado
-$899K -16,381 Closed
DS
22
DRW Securities
Illinois
-$408K -7,447 Closed
AI
23
Atria Investments
North Carolina
-$212K -3,869 Closed
AFP
24
Ausdal Financial Partners
Iowa
-$201K -3,669 Closed
ASN
25
Advisory Services Network
Georgia
-$118K -2,147 Closed

UST Hedge Fund Activity: Q2 2018 in Review

21 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 7-10 Year Treasury (UST) for Q2 2018, worth a combined $24.4M — down 17% from $29.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UST and 4 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.43M. The largest seller was Cedar Capital, cutting an estimated $1.83M.

  • 21 institutional investors held ProShares Ultra 7-10 Year Treasury (UST) as of Q2 2018, down from 22 in Q1 2018.
  • Funds reported $24.4M of ProShares Ultra 7-10 Year Treasury stock for Q2 2018, down 17% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra 7-10 Year Treasury positions in Q2 2018 and 5 closed out, a net change of -1 holder.
  • The largest ProShares Ultra 7-10 Year Treasury buyer in Q2 2018 was Susquehanna International Group, an estimated $2.43M added.
  • The largest ProShares Ultra 7-10 Year Treasury seller in Q2 2018 was Cedar Capital, an estimated $1.83M sold.

Based on aggregated 13F filings for Q2 2018.