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ProShares MSCI EAFE Dividend Growers ETF

22 hedge funds and large institutions have $34.5M invested in ProShares MSCI EAFE Dividend Growers ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

28% more capital invested

Capital invested by funds: $27M → $34.5M (+$7.57M)

0.1% less ownership

Funds ownership: 40.93%40.82% (-0.1%)

4% less funds holding

Funds holding: 2322 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
14
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12M +$3.23M +87,056 +37%
Bank of America
2
Bank of America
North Carolina
$3.89M +$222K +5,980 +6%
Ameriprise
3
Ameriprise
Minnesota
$2.33M +$549K +14,816 +32%
DADC
4
D.A. Davidson & Co
Montana
$2.12M +$162K +4,357 +8%
LPL Financial
5
LPL Financial
California
$1.9M +$242K +6,529 +15%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.8M +$360K +9,710 +26%
UBS Group
7
UBS Group
Switzerland
$1.66M -$23.5K -633 -1%
RJA
8
Raymond James & Associates
Florida
$1.6M +$891K +24,038 +130%
AG
9
Advisor Group
Arizona
$1.3M +$121K +3,267 +10%
Jane Street
10
Jane Street
New York
$1.27M +$1.25M +33,721 New
JP Morgan Chase
11
JP Morgan Chase
New York
$1.12M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$955K +$191K +5,150 +25%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$748K +$265K +7,134 +56%
CWM
14
Cornerstone Wealth Management
Missouri
$430K +$3.08K +83 +0.7%
BTS
15
BB&T Securities
Virginia
$429K -$13.7K -370 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$296K +$292K +7,876 New
FIM
17
Freedom Investment Management
Connecticut
$238K +$10.1K +273 +5%
NPC
18
National Planning Corporation
California
$213K -$316K -8,514 -60%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$128K +$48.2K +1,300 +62%
IA
20
IFP Advisors
Florida
$70K +$29.9K +805 +77%
WEC
21
Winslow Evans & Crocker
Massachusetts
$15K
OMC
22
Old Mission Capital
Illinois
-$342K -9,324 Closed
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
-$308K -8,400 Closed
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
-$109K -2,966 Closed

EFAD Hedge Fund Activity: Q3 2017 in Review

22 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in ProShares MSCI EAFE Dividend Growers ETF (EFAD) for Q3 2017, worth a combined $34.5M — up 28% from $27M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EFAD and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $3.23M. The largest seller was Old Mission Capital, exiting entirely with an estimated $342K sold.

  • 22 institutional investors held ProShares MSCI EAFE Dividend Growers ETF (EFAD) as of Q3 2017, down from 23 in Q2 2017.
  • Funds reported $34.5M of ProShares MSCI EAFE Dividend Growers ETF stock for Q3 2017, up 28% quarter-over-quarter.
  • 2 funds opened new ProShares MSCI EAFE Dividend Growers ETF positions in Q3 2017 and 3 closed out, a net change of -1 holder.
  • The largest ProShares MSCI EAFE Dividend Growers ETF buyer in Q3 2017 was Morgan Stanley, an estimated $3.23M added.
  • The largest ProShares MSCI EAFE Dividend Growers ETF seller in Q3 2017 was Old Mission Capital, an estimated $342K sold.

Based on aggregated 13F filings for Q3 2017.