We are live on ! Find out more
EFAD icon

ProShares MSCI EAFE Dividend Growers ETF

36 hedge funds and large institutions have $44.3M invested in ProShares MSCI EAFE Dividend Growers ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

36.98% more ownership

Funds ownership: 58.26%95.24% (+37%)

12% less funds holding

Funds holding: 4136 (-5)

19% less capital invested

Capital invested by funds: $54.4M → $44.3M (-$10.1M)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
10
Reduced
15
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
$13.2M +$872K +25,032 +6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.84M -$45.5K -1,308 -1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.85M -$4.28K -123 -0.1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.43M +$251K +7,209 +10%
LWMNY
5
Landmark Wealth Management (New York)
New York
$2.43M -$102K -2,935 -4%
CAAM
6
Cornerstone Advisors Asset Management
Pennsylvania
$2.38M
Baird Financial Group
7
Baird Financial Group
Wisconsin
$2.37M +$15.4K +443 +0.6%
OMC
8
Old Mission Capital
Illinois
$2.27M +$957K +27,476 +61%
Bank of America
9
Bank of America
North Carolina
$1.89M -$3.21M -92,245 -60%
RJA
10
Raymond James & Associates
Florida
$1.87M -$15.6K -449 -0.7%
KOC
11
Koss-Olinger Consulting
Florida
$1.61M +$421K +12,093 +31%
CIAS
12
CFS Investment Advisory Services
New Jersey
$1.02M +$34.2M +982,118 +2,837%
5L
13
55I LLC
Massachusetts
$982K -$113K -3,240 -9%
Wells Fargo
14
Wells Fargo
California
$766K +$15.1K +433 +2%
SA
15
SFI Advisors
New Jersey
$743K -$564K -16,183 -41%
LPL Financial
16
LPL Financial
California
$662K -$4.28K -123 -0.6%
JCM
17
Jacobi Capital Management
Pennsylvania
$488K -$11.1K -319 -2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$375K -$334K -9,579 -44%
BFS
19
Bard Financial Services
Connecticut
$328K +$383 +11 +0.1%
Jane Street
20
Jane Street
New York
$312K -$1.45M -41,672 -81%
Ameriprise
21
Ameriprise
Minnesota
$300K -$71.7K -2,058 -18%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$249K -$34.3K -984 -11%
WP
23
WealthShield Partners
North Carolina
$242K
NFG
24
Nations Financial Group
Iowa
$238K +$265K +7,606 New
UBS Group
25
UBS Group
Switzerland
$144K +$102K +2,939 +178%

EFAD Hedge Fund Activity: Q3 2022 in Review

36 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in ProShares MSCI EAFE Dividend Growers ETF (EFAD) for Q3 2022, worth a combined $44.3M — down 19% from $54.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EFAD and 1 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $34.2M. The largest seller was Bank of America, cutting an estimated $3.21M.

  • 36 institutional investors held ProShares MSCI EAFE Dividend Growers ETF (EFAD) as of Q3 2022, down from 41 in Q2 2022.
  • Funds reported $44.3M of ProShares MSCI EAFE Dividend Growers ETF stock for Q3 2022, down 19% quarter-over-quarter.
  • 1 fund opened new ProShares MSCI EAFE Dividend Growers ETF positions in Q3 2022 and 6 closed out, a net change of -5 holders.
  • The largest ProShares MSCI EAFE Dividend Growers ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $34.2M added.
  • The largest ProShares MSCI EAFE Dividend Growers ETF seller in Q3 2022 was Bank of America, an estimated $3.21M sold.

Based on aggregated 13F filings for Q3 2022.