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ProShares MSCI EAFE Dividend Growers ETF

46 hedge funds and large institutions have $77.9M invested in ProShares MSCI EAFE Dividend Growers ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

36.16% more ownership

Funds ownership: 62.47%98.63% (+36%)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

5% more funds holding

Funds holding: 4446 (+2)

7% less capital invested

Capital invested by funds: $83.5M → $77.9M (-$5.63M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
15
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.4M -$4.54M -109,667 -18%
Ameriprise
2
Ameriprise
Minnesota
$8.19M +$787K +19,007 +10%
Bank of America
3
Bank of America
North Carolina
$6.39M +$258K +6,227 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.26M -$2.57K -62 -0.8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.13M -$36.6K -883 -0.7%
LWMNY
6
Landmark Wealth Management (New York)
New York
$3.9M +$4.2M +101,419 +117%
Jane Street
7
Jane Street
New York
$3.4M +$2.97M +71,615 +570%
CAAM
8
Cornerstone Advisors Asset Management
Pennsylvania
$3.08M
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.94M +$494K +11,916 +20%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.89M +$114K +2,751 +4%
Wells Fargo
11
Wells Fargo
California
$2.81M -$2.82M -68,040 -49%
RJA
12
Raymond James & Associates
Florida
$2.42M -$2.24K -54 -0.1%
UBS Group
13
UBS Group
Switzerland
$2.12M -$254K -6,134 -10%
KOC
14
Koss-Olinger Consulting
Florida
$1.58M +$494K +11,930 +44%
OMC
15
Old Mission Capital
Illinois
$1.38M +$462K +11,152 +48%
5L
16
55I LLC
Massachusetts
$1.05M -$550K -13,267 -34%
LPL Financial
17
LPL Financial
California
$833K +$15.8K +382 +2%
JCM
18
Jacobi Capital Management
Pennsylvania
$657K +$14.3K +344 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$474K -$12.7K -306 -3%
ACA
20
Aptus Capital Advisors
Alabama
$439K -$2.73K -66 -0.6%
BFS
21
Bard Financial Services
Connecticut
$421K
WP
22
WealthShield Partners
North Carolina
$313K +$321K +7,743 New
Citadel Advisors
23
Citadel Advisors
Florida
$269K -$618K -14,917 -69%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$264K -$131K -3,160 -33%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$257K +$207 +5 +0.1%

EFAD Hedge Fund Activity: Q1 2022 in Review

46 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in ProShares MSCI EAFE Dividend Growers ETF (EFAD) for Q1 2022, worth a combined $77.9M — down 6.7% from $83.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EFAD positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $42.6M. The largest seller was Morgan Stanley, cutting an estimated $4.54M.

  • 46 institutional investors held ProShares MSCI EAFE Dividend Growers ETF (EFAD) as of Q1 2022, up from 44 in Q4 2021.
  • Funds reported $77.9M of ProShares MSCI EAFE Dividend Growers ETF stock for Q1 2022, down 6.7% quarter-over-quarter.
  • 6 funds opened new ProShares MSCI EAFE Dividend Growers ETF positions in Q1 2022 and 4 closed out, a net change of +2 holders.
  • The largest ProShares MSCI EAFE Dividend Growers ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $42.6M added.
  • The largest ProShares MSCI EAFE Dividend Growers ETF seller in Q1 2022 was Morgan Stanley, an estimated $4.54M sold.

Based on aggregated 13F filings for Q1 2022.