We are live on ! Find out more
EFAD icon

ProShares MSCI EAFE Dividend Growers ETF

33 hedge funds and large institutions have $45.8M invested in ProShares MSCI EAFE Dividend Growers ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $45.3M → $45.8M (+$472K)

5.09% less ownership

Funds ownership: 44.52%39.44% (-5.1%)

6% less funds holding

Funds holding: 3533 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15M +$1.88M +52,331 +15%
RJA
2
Raymond James & Associates
Florida
$5.04M +$1.43M +39,978 +41%
Bank of America
3
Bank of America
North Carolina
$4.93M -$1.58M -44,175 -25%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.96M +$421K +11,728 +17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.38M -$1.93M -53,864 -45%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.38M -$58.2K -1,623 -2%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$2.25M +$43K +1,199 +2%
CWM
8
Cornerstone Wealth Management
Missouri
$1.85M -$18.9K -527 -5%
PAG
9
Private Advisor Group
New Jersey
$1.61M -$377K -10,511 -19%
UBS Group
10
UBS Group
Switzerland
$1.57M +$53.8K +1,500 +4%
FAAS
11
First Allied Advisory Services
California
$939K +$142K +3,964 +18%
JP Morgan Chase
12
JP Morgan Chase
New York
$930K -$1.61M -44,985 -64%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$556K -$84.7K -2,362 -14%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$497K +$219K +6,115 +83%
Wells Fargo
15
Wells Fargo
California
$479K +$180K +5,025 +63%
LPL Financial
16
LPL Financial
California
$453K -$65.9K -1,839 -13%
AG
17
Advisor Group
Arizona
$436K +$16.9K +470 +4%
Stifel Financial
18
Stifel Financial
Missouri
$372K +$359K +10,020 New
Citadel Advisors
19
Citadel Advisors
Florida
$356K -$501K -13,966 -59%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$255K -$114K -3,174 -31%
FFN
21
Focus Financial Network
Minnesota
$248K +$241K +6,725 New
APA
22
American Portfolios Advisors
New York
$96.8K -$3.59K -100 -4%
SQA
23
Simon Quick Advisors
New Jersey
$74K +$71.9K +2,005 New
IA
24
IFP Advisors
Florida
$70K +$56.4K +1,572 +542%
CB
25
CNB Bank
Pennsylvania
$45K

EFAD Hedge Fund Activity: Q1 2019 in Review

33 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ProShares MSCI EAFE Dividend Growers ETF (EFAD) for Q1 2019, worth a combined $45.8M — up 1% from $45.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EFAD and 5 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $1.88M. The largest seller was Jane Street, exiting entirely with an estimated $3.43M sold.

  • 33 institutional investors held ProShares MSCI EAFE Dividend Growers ETF (EFAD) as of Q1 2019, down from 35 in Q4 2018.
  • Funds reported $45.8M of ProShares MSCI EAFE Dividend Growers ETF stock for Q1 2019, up 1% quarter-over-quarter.
  • 5 funds opened new ProShares MSCI EAFE Dividend Growers ETF positions in Q1 2019 and 6 closed out, a net change of -1 holder.
  • The largest ProShares MSCI EAFE Dividend Growers ETF buyer in Q1 2019 was Morgan Stanley, an estimated $1.88M added.
  • The largest ProShares MSCI EAFE Dividend Growers ETF seller in Q1 2019 was Jane Street, an estimated $3.43M sold.

Based on aggregated 13F filings for Q1 2019.