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ProShares Ultra 7-10 Year Treasury

14 hedge funds and large institutions have $11.4M invested in ProShares Ultra 7-10 Year Treasury in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

24.48% less ownership

Funds ownership: 68.35%43.87% (-24%)

36% less funds holding

Funds holding: 2214 (-8)

54% less capital invested

Capital invested by funds: $24.8M → $11.4M (-$13.4M)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
14
Holders Change
-8
Holders Change %
-36.36%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
5
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$6.32M +$3.77M +67,072 +162%
GG
2
GenWealth Group
New Jersey
$3.22M +$194K +3,445 +7%
CBFP
3
Cedar Brook Financial Partners
Ohio
$655K
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$434K -$2.78M -49,434 -87%
CC
5
Cedar Capital
Illinois
$264K -$7.18M -127,753 -97%
GWM
6
Geneos Wealth Management
Colorado
$226K +$7.13K +127 +3%
ASN
7
Advisory Services Network
Georgia
$80K +$77.5K +1,379 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$73K -$3.93M -70,007 -98%
Morgan Stanley
9
Morgan Stanley
New York
$48K +$35.4K +630 +312%
AG
10
Advisor Group
Arizona
$45K -$395K -7,037 -90%
CIAS
11
Capital Investment Advisory Services
North Carolina
$44K -$28.1K -500 -40%
Wells Fargo
12
Wells Fargo
California
$33K -$56 -1 -0.2%
NR
13
Newfound Research
Massachusetts
$4K +$1.74K +31 +86%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
-$931K -16,691 Closed
CAM
15
Concorde Asset Management
Michigan
-$520K -9,193 Closed
OAM
16
Oppenheimer Asset Management
New York
-$499K -8,947 Closed
BFG
17
Beacon Financial Group
Texas
-$300K -5,407 Closed
LTFS
18
Ladenburg Thalmann Financial Services
Florida
-$295K -5,289 Closed
IA
19
IFP Advisors
Florida
-$51K -915 Closed
AIM
20
Advantage Investment Management
Iowa
-$14K -251 Closed

UST Hedge Fund Activity: Q1 2019 in Review

14 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra 7-10 Year Treasury (UST) for Q1 2019, worth a combined $11.4M — down 54% from $24.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UST and 1 opened new positions — a net loss of 7 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was Jane Street, adding an estimated $3.77M. The largest seller was Cedar Capital, cutting an estimated $7.18M.

  • 14 institutional investors held ProShares Ultra 7-10 Year Treasury (UST) as of Q1 2019, down from 22 in Q4 2018.
  • Funds reported $11.4M of ProShares Ultra 7-10 Year Treasury stock for Q1 2019, down 54% quarter-over-quarter.
  • 1 fund opened new ProShares Ultra 7-10 Year Treasury positions in Q1 2019 and 8 closed out, a net change of -7 holders.
  • The largest ProShares Ultra 7-10 Year Treasury buyer in Q1 2019 was Jane Street, an estimated $3.77M added.
  • The largest ProShares Ultra 7-10 Year Treasury seller in Q1 2019 was Cedar Capital, an estimated $7.18M sold.

Based on aggregated 13F filings for Q1 2019.