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ProShares Trust Short MSCI EAFE
EFZ

26 hedge funds and large institutions have $47.6M invested in ProShares Trust Short MSCI EAFE in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.43% more ownership

Funds ownership: 26.25% → 31.68% (+5.4%)

24% less funds holding

Funds holding: 34 → 26 (-8)

26% less capital invested

Capital invested by funds: $64.3M → $47.6M (-$16.7M)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
26
Holders Change
-8
Holders Change %
-23.53%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
5
Reduced
12
Closed
13
Calls
$190K
Puts
–
Net Calls
+$190K
Net Calls Change
+$2.89M

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$3.73M
2
BA
Ballew Advisors
Mississippi
+$283K
3
HF
HRT Financial
New York
+$281K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$187K
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$52.3K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$5.47M
2
EE
EWG Elevate
California
-$1.59M
3
SC
Solstein Capital
California
-$1.39M
4
BWP
Balboa Wealth Partners
Arizona
-$1.01M
5
BCM
Brookstone Capital Management
Illinois
-$996K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$112 -$280K -7,411 -100%
Wells Fargo
27
Wells Fargo
California
$8 -$38 -1 Closed
EE
28
EWG Elevate
California
– -$1.59M -39,626 Closed
BCM
29
Brookstone Capital Management
Illinois
– -$996K -25,839 Closed
BWP
30
Balboa Wealth Partners
Arizona
– -$1.01M -25,192 Closed
BRWA
31
B. Riley Wealth Advisors
Florida
– -$798K -19,961 Closed
TCA
32
Transcend Capital Advisors
New Jersey
– -$675K -16,864 Closed
T
33
TCWP
Ohio
– -$448K -11,203 Closed
OC
34
Oppenheimer & Co
New York
– -$371K -9,280 Closed
CCFM
35
Clear Creek Financial Management
Washington
– -$264K -6,590 Closed
APW
36
Aurora Private Wealth
New Jersey
– -$238K -5,938 Closed
UBS Group
37
UBS Group
Switzerland
– -$152K -3,812 Closed
FWA
38
Freedom Wealth Alliance
Wisconsin
– -$21.8K -545 Closed
IA
39
IFP Advisors
Florida
– -$3K -47 Closed
1
2

EFZ Hedge Fund Activity: Q1 2023 in Review

26 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust Short MSCI EAFE (EFZ) for Q1 2023, worth a combined $47.6M — down 26% from $64.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EFZ and 5 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 5 added.

The largest buyer was HighTower Advisors, adding an estimated $3.73M. The largest seller was LPL Financial, cutting an estimated $5.47M.

  • 26 institutional investors held ProShares Trust Short MSCI EAFE (EFZ) as of Q1 2023, down from 34 in Q4 2022.
  • Funds reported $47.6M of ProShares Trust Short MSCI EAFE stock for Q1 2023, down 26% quarter-over-quarter.
  • 5 funds opened new ProShares Trust Short MSCI EAFE positions in Q1 2023 and 13 closed out, a net change of -8 holders.
  • The largest ProShares Trust Short MSCI EAFE buyer in Q1 2023 was HighTower Advisors, an estimated $3.73M added.
  • The largest ProShares Trust Short MSCI EAFE seller in Q1 2023 was LPL Financial, an estimated $5.47M sold.

Based on aggregated 13F filings for Q1 2023.