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ProShares Ultra 7-10 Year Treasury

18 hedge funds and large institutions have $35.8M invested in ProShares Ultra 7-10 Year Treasury in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more capital invested

Capital invested by funds: $24.4M → $35.8M (+$11.4M)

28.84% more ownership

Funds ownership: 61.4%90.24% (+29%)

14% less funds holding

Funds holding: 2118 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $210K

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
4
Reduced
7
Closed
8
Calls
Puts
$210K
Net Calls
-$210K
Net Calls Change
-$210K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$25.2M +$25.4M +472,952 +6,743%
RA
2
RFG Advisory
Alabama
$3.94M +$4.02M +74,936 New
GG
3
GenWealth Group
New Jersey
$2.59M +$256K +4,774 +11%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.47M +$83.7K +1,561 +3%
CC
5
Cedar Capital
Illinois
$550K -$7.83M -146,034 -93%
BFG
6
Beacon Financial Group
Texas
$390K -$245K -4,571 -60%
HighTower Advisors
7
HighTower Advisors
Illinois
$240K +$244K +4,552 New
ASN
8
Advisory Services Network
Georgia
$120K +$123K +2,288 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$116K -$4.79M -89,365 -98%
AG
10
Advisor Group
Arizona
$39K -$477K -8,893 -92%
Wells Fargo
11
Wells Fargo
California
$30K -$1.61K -30 -5%
UBS Group
12
UBS Group
Switzerland
$30K +$30.3K +564 +4,700%
GWM
13
Geneos Wealth Management
Colorado
$16K +$16.6K +310 New
Morgan Stanley
14
Morgan Stanley
New York
$13K -$1.88K -35 -12%
IA
15
IFP Advisors
Florida
$12K -$39K -727 -77%
NFG
16
Next Financial Group
Texas
$8K +$8.05K +150 New
NR
17
Newfound Research
Massachusetts
$5K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
-$1.66M -30,676 Closed
VAM
19
Visionary Asset Management
Texas
-$1.4M -25,831 Closed
CWM
20
Cornerstone Wealth Management
Missouri
-$248K -13,387 Closed
OAM
21
Oppenheimer Asset Management
New York
-$571K -10,574 Closed
LTFS
22
Ladenburg Thalmann Financial Services
Florida
-$568K -10,357 Closed
FA
23
FDx Advisors
Illinois
-$218K -4,036 Closed
FHA
24
Flagship Harbor Advisors
Massachusetts
-$58K -1,085 Closed
RCAG
25
Rehmann Capital Advisory Group
Michigan
-$8.43K -156 Closed

UST Hedge Fund Activity: Q3 2018 in Review

18 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 7-10 Year Treasury (UST) for Q3 2018, worth a combined $35.8M — up 47% from $24.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UST and 5 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was Jane Street, adding an estimated $25.4M. The largest seller was Cedar Capital, cutting an estimated $7.83M.

  • 18 institutional investors held ProShares Ultra 7-10 Year Treasury (UST) as of Q3 2018, down from 21 in Q2 2018.
  • Funds reported $35.8M of ProShares Ultra 7-10 Year Treasury stock for Q3 2018, up 47% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra 7-10 Year Treasury positions in Q3 2018 and 8 closed out, a net change of -3 holders.
  • The largest ProShares Ultra 7-10 Year Treasury buyer in Q3 2018 was Jane Street, an estimated $25.4M added.
  • The largest ProShares Ultra 7-10 Year Treasury seller in Q3 2018 was Cedar Capital, an estimated $7.83M sold.

Based on aggregated 13F filings for Q3 2018.