ProShares Trust Short MSCI EAFE
15 hedge funds and large institutions have $12.4M invested in ProShares Trust Short MSCI EAFE in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
50% more funds holding
Funds holding: 10 → 15 (+5)
16.56% less ownership
Funds ownership: 28.72% → 12.17% (-17%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
57% less capital invested
Capital invested by funds: $28.7M → $12.4M (-$16.3M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $276K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$1.54M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$902K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$825K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$371K |
| 5 |
SCM
Southport Capital Management
Chattanooga,
Tennessee
|
+$362K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$3.96M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.07M |
| 4 |
Rockefeller Capital Management
New York
|
-$387K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$198K |
EFZ Hedge Fund Activity: Q2 2020 in Review
15 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust Short MSCI EAFE (EFZ) for Q2 2020, worth a combined $12.4M — down 57% from $28.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EFZ positions and 2 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $1.54M. The largest seller was Morgan Stanley, cutting an estimated $12.1M.
- 15 institutional investors held ProShares Trust Short MSCI EAFE (EFZ) as of Q2 2020, up from 10 in Q1 2020.
- Funds reported $12.4M of ProShares Trust Short MSCI EAFE stock for Q2 2020, down 57% quarter-over-quarter.
- 7 funds opened new ProShares Trust Short MSCI EAFE positions in Q2 2020 and 2 closed out, a net change of +5 holders.
- The largest ProShares Trust Short MSCI EAFE buyer in Q2 2020 was Beacon Harbor Wealth Advisors, an estimated $1.54M added.
- The largest ProShares Trust Short MSCI EAFE seller in Q2 2020 was Morgan Stanley, an estimated $12.1M sold.
Based on aggregated 13F filings for Q2 2020.