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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

108 hedge funds and large institutions have $347M invested in ProShares Russell 2000 Dividend Growers ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+12
Holders Change %
+12.5%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
22
Increased
47
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
Dynamic Advisor Solutions
Arizona
+$7.23M
2
CIA
Capital Investment Advisors
Georgia
+$4.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.8M
4
Wells Fargo
Wells Fargo
California
+$3.79M
5
IMOV
Investment Management of Virginia
Virginia
+$1.42M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$9.17M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.46M
3
KWM
Kingsview Wealth Management
Oregon
-$1.6M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.58M
5
Jane Street
Jane Street
New York
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
26
L & S Advisors
California
$1.6M +$62.6K +1,090 +4%
PPW
27
Parcion Private Wealth
Washington
$1.57M – – –
LW
28
Linscomb Wealth
Texas
$1.5M +$119K +2,081 +9%
IA
29
Insight Advisors
Pennsylvania
$1.4M +$1.4M +24,332 New
JCM
30
Jacobi Capital Management
Pennsylvania
$1.39M -$30.8K -537 -2%
SMC
31
Smith, Moore & Co
Missouri
$1.29M +$68.6K +1,288 +6%
AIP
32
Ahrens Investment Partners
Louisiana
$1.28M +$1.28M +22,266 New
EF
33
Empowered Funds
Pennsylvania
$1.27M +$1.27M +22,175 New
FPS
34
Fieldpoint Private Securities
Connecticut
$1.15M +$1.15M +20,081 New
WI
35
WBI Investments
New Jersey
$1.13M +$1.13M +19,660 New
WS
36
Wedbush Securities
California
$1.1M -$164K -2,853 -13%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$1.05M +$12K +209 +1%
PIA
38
Perennial Investment Advisors
California
$1.01M +$46.3K +806 +5%
TA
39
Tiedemann Advisors
New York
$997K +$120K +2,092 +14%
NEPWA
40
New England Private Wealth Advisors
Massachusetts
$981K +$5.52K +96 +0.6%
EFS
41
Essex Financial Services
Connecticut
$971K +$370K +6,446 +62%
WWM
42
WT Wealth Management
Arizona
$919K +$560K +9,756 +156%
KWM
43
Kingsview Wealth Management
Oregon
$898K -$1.6M -27,838 -64%
AAS
44
Avantax Advisory Services
Texas
$854K -$133K -2,314 -13%
SPC
45
Sigma Planning Corp
Michigan
$752K +$14.3K +249 +2%
CIAS
46
CFS Investment Advisory Services
New Jersey
$716K +$716K +12,473 New
FHA
47
Flagship Harbor Advisors
Massachusetts
$682K +$18.7K +325 +3%
HIS
48
Harvest Investment Services
Illinois
$664K -$405K -7,057 -38%
AWA
49
Acorn Wealth Advisors
Michigan
$644K -$38.4K -669 -6%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$599K +$129K +2,244 +27%
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