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ProShares MSCI EAFE Dividend Growers ETF

44 hedge funds and large institutions have $83.5M invested in ProShares MSCI EAFE Dividend Growers ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

7% more funds holding

Funds holding: 4144 (+3)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0.23% less ownership

Funds ownership: 62.7%62.47% (-0.23%)

6% less capital invested

Capital invested by funds: $88.7M → $83.5M (-$5.21M)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
13
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$291K -$140 -3 -0%
GIA
27
Gladstone Institutional Advisory
Florida
$263K +$267K +5,734 New
FIM
28
Freedom Investment Management
Connecticut
$237K +$6.14K +132 +3%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$234K -$157K -3,366 -40%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$183K
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$45.8K
KPCM
32
Kings Point Capital Management
New York
$41K
MAM
33
Meeder Asset Management
Ohio
$34K
GI
34
Gradient Investments
Minnesota
$24K
APA
35
American Portfolios Advisors
New York
$22.9K
Fidelity Investments
36
Fidelity Investments
Massachusetts
$17K -$279 -6 -2%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$15K +$140 +3 +0.9%
FAG
38
Fortitude Advisory Group
Washington
$11K +$10.9K +234 New
FHA
39
First Horizon Advisors
Tennessee
$5K
LWMNY
40
Landmark Wealth Management (New York)
New York
$4K +$4.04M +86,841 New
AF
41
Advisornet Financial
Minnesota
$3K
OA
42
Operose Advisors
Wisconsin
$3K +$3.44K +74 New
AA
43
Addison Advisors
Vermont
$2K
JWCA
44
J.W. Cole Advisors
Florida
-$8.42M -149,423 Closed
AAS
45
Avantax Advisory Services
Texas
-$228K -4,939 Closed
HI
46
Harbour Investments
Wisconsin
-$2K -51 Closed

EFAD Hedge Fund Activity: Q4 2021 in Review

44 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in ProShares MSCI EAFE Dividend Growers ETF (EFAD) for Q4 2021, worth a combined $83.5M — down 5.9% from $88.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EFAD positions and 3 closed out — a net gain of 4 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.61M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $8.42M sold.

  • 44 institutional investors held ProShares MSCI EAFE Dividend Growers ETF (EFAD) as of Q4 2021, up from 41 in Q3 2021.
  • Funds reported $83.5M of ProShares MSCI EAFE Dividend Growers ETF stock for Q4 2021, down 5.9% quarter-over-quarter.
  • 7 funds opened new ProShares MSCI EAFE Dividend Growers ETF positions in Q4 2021 and 3 closed out, a net change of +4 holders.
  • The largest ProShares MSCI EAFE Dividend Growers ETF buyer in Q4 2021 was Morgan Stanley, an estimated $2.61M added.
  • The largest ProShares MSCI EAFE Dividend Growers ETF seller in Q4 2021 was J.W. Cole Advisors, an estimated $8.42M sold.

Based on aggregated 13F filings for Q4 2021.