Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF (HYHG)

44 + Investors. Track Smart Money conviction in HYHG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — HYHG

Based on 44 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added HYHG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
44 hedge funds hold HYHG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HYHG is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

24 buying20 selling
Last quarter: 24 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 4 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 23% medium ■ 30% new
21 out of 44 hedge funds have held HYHG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

10 → 6 → 4 → 6 → 8 new funds/Q
New funds entering each quarter: 6 → 4 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 20% 1-2yr ■ 34% new
Of 44 current holders: 20 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
6 of 44 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in HYHG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: HYHG

How many hedge funds hold HYHG — quarterly history vs. share price
Quarterly hedge fund ownership of HYHG vs. share price

Market Analysis: HYHG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYHG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: HYHG
2026 Q1 Stats Unlock in 10 days 44 + Investors

Track Smart Money conviction in HYHG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 44 41 7.32%
13F Shares 1M 1M 3.74%
Total Value $70M $69M 2.73%
New Positions 8 6 +2
Increased Positions 16 21 -5
Closed Positions 5 4 +1
Reduced Positions 15 8 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYHG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

44 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HYHG. Verified SEC 13F-HR filings.

Top 25 institutional holders of HYHG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Larry Mathis Financial Planning, LLC 4.93% 86,357 $5.5M
2 Tactive Advisors, LLC 0.45% 25,186 $1.6M
3 Sound Income Strategies, LLC 0.28% 90,483 $5.8M
4 COMMONS CAPITAL, LLC 0.19% 3,602 $229K
5 ASL Financial, LLC 0.18% 3,511 $224K
6 MATAURO, LLC 0.04% 4,175 $266K
7 Howard Capital Management Inc. 0.02% 21,142 $1.3M
8 Anchor Investment Management, LLC 0.02% 2,950 $188K
9 Geneos Wealth Management Inc. 0.02% 10,341 $659K
10 MML INVESTORS SERVICES, LLC 0.01% 65,945 $4.2M
11 ROTHSCHILD INVESTMENT LLC 0.01% 3,400 $217K
12 CoreCap Advisors, LLC 0.01% 4,578 $292K
13 Key Capital Management, INC 0.01% 221 $14K
14 OPPENHEIMER & CO INC 0.01% 11,380 $725K
15 Steward Partners Investment Advisory, LLC 0.00% 6,126 $390K
16 Kestra Advisory Services, LLC 0.00% 6,243 $398K
17 LPL Financial LLC 0.00% 78,642 $5.0M
18 ENVESTNET ASSET MANAGEMENT INC 0.00% 73,101 $4.7M
19 HighTower Advisors, LLC 0.00% 10,611 $676K
20 PRIVATE TRUST CO NA 0.00% 106 $7K
21 Farther Finance Advisors, LLC 0.00% 991 $63K
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 5,036 $321K
23 PMV Capital Advisers, LLC 0.00% 4 —
24 UBS Group AG 0.00% 4,340 $277K
25 Clearstead Advisors, LLC 0.00% 40 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF (HYHG)

What does the Smart Money Trend signal show for HYHG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HYHG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HYHG?

Slight buying edge — 55% buying: Last quarter: 24 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HYHG holders?

Elite ownership — 48% AUM from top-100 funds: 6 of 44 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in HYHG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HYHG?

48% of holders stayed for 2+ years: 21 out of 44 hedge funds have held HYHG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.