ProShares Russell 2000 Dividend Growers ETF
SMDV
83 hedge funds and large institutions have $273M invested in ProShares Russell 2000 Dividend Growers ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
68% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 22
20% more capital invested
Capital invested by funds: $227M → $273M (+$45.6M)
6% more funds holding
Funds holding: 78 → 83 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.97% less ownership
Funds ownership: 50.53% → 48.56% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$12.2M |
| 2 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$9.09M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.43M |
| 4 |
Morgan Stanley
New York
|
+$5.31M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
-$15.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$3.3M |
| 3 |
JP Morgan Chase
New York
|
-$3.03M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.55M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$822K |
SMDV Hedge Fund Activity: Q1 2019 in Review
83 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q1 2019, worth a combined $273M — up 20% from $227M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SMDV positions and 8 closed out — a net gain of 6 holders — while 37 added to existing stakes and 22 trimmed.
The largest buyer was Wells Fargo, adding an estimated $12.2M. The largest seller was AJ Wealth Strategies, cutting an estimated $15.9M.
- 83 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q1 2019, up from 78 in Q4 2018.
- Funds reported $273M of ProShares Russell 2000 Dividend Growers ETF stock for Q1 2019, up 20% quarter-over-quarter.
- 14 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q1 2019 and 8 closed out, a net change of +6 holders.
- The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q1 2019 was Wells Fargo, an estimated $12.2M added.
- The largest ProShares Russell 2000 Dividend Growers ETF seller in Q1 2019 was AJ Wealth Strategies, an estimated $15.9M sold.
Based on aggregated 13F filings for Q1 2019.