ProShares Trust Short MSCI EAFE
27 hedge funds and large institutions have $48.5M invested in ProShares Trust Short MSCI EAFE in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
124% more capital invested
Capital invested by funds: $21.6M → $48.5M (+$26.9M)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
42% more funds holding
Funds holding: 19 → 27 (+8)
21.7% more ownership
Funds ownership: 24.96% → 46.66% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.5M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$3.78M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$2.3M |
| 4 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$2.15M |
| 5 |
CWA
Clearview Wealth Advisors
Salem,
Oregon
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$5.58M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$2.07M |
| 3 |
SC
Solstein Capital
Menlo Park,
California
|
-$1.88M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$584K |
| 5 |
LPL Financial
San Diego,
California
|
-$545K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $25 | +$37 | +1 | New |
|
|
CPA
27
Clear Point Advisors
Melville,
New York
| $17 | +$37 | +1 | New |
|
|
HH
28
Hilltop Holdings
Dallas,
Texas
| – | -$5.58M | -146,792 | Closed |
|
|
29
Northern Trust
Chicago,
Illinois
| – | -$584K | -15,364 | Closed |
|
|
30
LPL Financial
San Diego,
California
| – | -$545K | -14,347 | Closed |
|
|
MFT
31
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$45.8K | -1,205 | Closed |
|
|
TWC
32
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$13.6K | -259 | Closed |
|
EFZ Hedge Fund Activity: Q4 2023 in Review
27 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust Short MSCI EAFE (EFZ) for Q4 2023, worth a combined $48.5M — up 124% from $21.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new EFZ positions and 6 closed out — a net gain of 8 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25.5M. The largest seller was Hilltop Holdings, exiting entirely with an estimated $5.58M sold.
- 27 institutional investors held ProShares Trust Short MSCI EAFE (EFZ) as of Q4 2023, up from 19 in Q3 2023.
- Funds reported $48.5M of ProShares Trust Short MSCI EAFE stock for Q4 2023, up 124% quarter-over-quarter.
- 14 funds opened new ProShares Trust Short MSCI EAFE positions in Q4 2023 and 6 closed out, a net change of +8 holders.
- The largest ProShares Trust Short MSCI EAFE buyer in Q4 2023 was Morgan Stanley, an estimated $25.5M added.
- The largest ProShares Trust Short MSCI EAFE seller in Q4 2023 was Hilltop Holdings, an estimated $5.58M sold.
Based on aggregated 13F filings for Q4 2023.