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ProShares MSCI EAFE Dividend Growers ETF

21 hedge funds and large institutions have $16.7M invested in ProShares MSCI EAFE Dividend Growers ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

13% less funds holding

Funds holding: 2421 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

52% less capital invested

Capital invested by funds: $34.9M → $16.7M (-$18.2M)

54.17% less ownership

Funds ownership: 104.16%49.99% (-54%)

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$3.38M -$147K -4,100 -4%
SG Americas Securities
2
SG Americas Securities
New York
$1.84M -$5.29M -147,701 -74%
Bank of America
3
Bank of America
North Carolina
$1.84M -$1.18M -33,005 -39%
Goldman Sachs
4
Goldman Sachs
New York
$1.57M +$22.8K +636 +1%
DADC
5
D.A. Davidson & Co
Montana
$1.38M +$453K +12,659 +48%
LPL Financial
6
LPL Financial
California
$1.21M +$96.5K +2,694 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.19M +$245K +6,831 +25%
Morgan Stanley
8
Morgan Stanley
New York
$834K +$763K +21,311 +900%
AG
9
Advisor Group
Arizona
$804K +$112K +3,120 +16%
UBS Group
10
UBS Group
Switzerland
$658K +$85.7K +2,393 +15%
RJA
11
Raymond James & Associates
Florida
$530K +$539K +15,046 New
BTS
12
BB&T Securities
Virginia
$407K +$9.31K +260 +2%
OMC
13
Old Mission Capital
Illinois
$320K +$326K +9,095 New
CWM
14
Cornerstone Wealth Management
Missouri
$304K +$311K +8,699 New
CWM
15
Concert Wealth Management
California
$212K +$216K +6,033 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$107K -$6.95K -194 -6%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$75K +$143 +4 +0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$35K +$4.08K +114 +13%
IA
19
IFP Advisors
Florida
$28K +$10.9K +305 +61%
MFS
20
MSI Financial Services
Massachusetts
$3K
Citigroup
21
Citigroup
New York
-$5.29M -150,000 Closed
VKH
22
Virtu KCG Holdings
New York
-$909K -25,781 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$812K -23,015 Closed
Jane Street
24
Jane Street
New York
-$459K -13,023 Closed
NPC
25
National Planning Corporation
California
-$243K -6,718 Closed

EFAD Hedge Fund Activity: Q3 2016 in Review

21 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in ProShares MSCI EAFE Dividend Growers ETF (EFAD) for Q3 2016, worth a combined $16.7M — down 52% from $34.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EFAD and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 11 added.

The largest buyer was Morgan Stanley, adding an estimated $763K. The largest seller was Citigroup, exiting entirely with an estimated $5.29M sold.

  • 21 institutional investors held ProShares MSCI EAFE Dividend Growers ETF (EFAD) as of Q3 2016, down from 24 in Q2 2016.
  • Funds reported $16.7M of ProShares MSCI EAFE Dividend Growers ETF stock for Q3 2016, down 52% quarter-over-quarter.
  • 4 funds opened new ProShares MSCI EAFE Dividend Growers ETF positions in Q3 2016 and 6 closed out, a net change of -2 holders.
  • The largest ProShares MSCI EAFE Dividend Growers ETF buyer in Q3 2016 was Morgan Stanley, an estimated $763K added.
  • The largest ProShares MSCI EAFE Dividend Growers ETF seller in Q3 2016 was Citigroup, an estimated $5.29M sold.

Based on aggregated 13F filings for Q3 2016.