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ProShares Ultra 7-10 Year Treasury

22 hedge funds and large institutions have $24.8M invested in ProShares Ultra 7-10 Year Treasury in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

22% more funds holding

Funds holding: 1822 (+4)

21.89% less ownership

Funds ownership: 90.24%68.35% (-22%)

31% less capital invested

Capital invested by funds: $35.8M → $24.8M (-$11M)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
7
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Cedar Capital
Illinois
$7.38M +$6.44M +121,835 +1,165%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.98M +$3.65M +69,063 +3,139%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.17M +$3.01M +56,894 New
GG
4
GenWealth Group
New Jersey
$2.94M +$172K +3,247 +7%
Jane Street
5
Jane Street
New York
$2.32M -$23.2M -438,460 -91%
VAM
6
Visionary Asset Management
Texas
$1.02M +$957K +18,111 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$931K -$1.61M -30,366 -65%
CBFP
8
Cedar Brook Financial Partners
Ohio
$628K +$595K +11,260 New
CAM
9
Concorde Asset Management
Michigan
$520K +$486K +9,193 New
OAM
10
Oppenheimer Asset Management
New York
$499K +$473K +8,947 New
AG
11
Advisor Group
Arizona
$436K +$374K +7,066 +960%
BFG
12
Beacon Financial Group
Texas
$300K +$124K +2,352 +77%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$295K +$280K +5,289 New
GWM
14
Geneos Wealth Management
Colorado
$208K +$183K +3,453 +1,114%
CIAS
15
Capital Investment Advisory Services
North Carolina
$70K +$66.1K +1,250 New
IA
16
IFP Advisors
Florida
$51K +$36.7K +694 +314%
Wells Fargo
17
Wells Fargo
California
$32K
AIM
18
Advantage Investment Management
Iowa
$14K +$13.3K +251 New
Morgan Stanley
19
Morgan Stanley
New York
$11K -$2.54K -48 -19%
NR
20
Newfound Research
Massachusetts
$2K -$3.33K -63 -64%
RA
21
RFG Advisory
Alabama
-$3.94M -74,936 Closed
HighTower Advisors
22
HighTower Advisors
Illinois
-$240K -4,552 Closed
ASN
23
Advisory Services Network
Georgia
-$120K -2,288 Closed
UBS Group
24
UBS Group
Switzerland
-$30K -576 Closed
NFG
25
Next Financial Group
Texas
-$8K -150 Closed

UST Hedge Fund Activity: Q4 2018 in Review

22 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 7-10 Year Treasury (UST) for Q4 2018, worth a combined $24.8M — down 31% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UST positions and 5 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Cedar Capital, adding an estimated $6.44M. The largest seller was Jane Street, cutting an estimated $23.2M.

  • 22 institutional investors held ProShares Ultra 7-10 Year Treasury (UST) as of Q4 2018, up from 18 in Q3 2018.
  • Funds reported $24.8M of ProShares Ultra 7-10 Year Treasury stock for Q4 2018, down 31% quarter-over-quarter.
  • 9 funds opened new ProShares Ultra 7-10 Year Treasury positions in Q4 2018 and 5 closed out, a net change of +4 holders.
  • The largest ProShares Ultra 7-10 Year Treasury buyer in Q4 2018 was Cedar Capital, an estimated $6.44M added.
  • The largest ProShares Ultra 7-10 Year Treasury seller in Q4 2018 was Jane Street, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2018.