SMDV icon

ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

112 hedge funds and large institutions have $512M invested in ProShares Russell 2000 Dividend Growers ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
17
Increased
57
Reduced
24
Closed
10
Calls
$5.51M
Puts
$942K
Net Calls
+$4.57M
Net Calls Change
+$4.57M

Top Buyers

1
GI
Gradient Investments
Minnesota
+$92.8M
2
Morgan Stanley
Morgan Stanley
New York
+$9.34M
3
CIA
Capital Investment Advisors
Georgia
+$7.15M
4
OMC
Old Mission Capital
Illinois
+$2.85M
5
Wells Fargo
Wells Fargo
California
+$2.84M

Top Sellers

1
DAS
Dynamic Advisor Solutions
Arizona
-$8.02M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.34M
3
Stifel Financial
Stifel Financial
Missouri
-$859K
4
KWM
Kingsview Wealth Management
Oregon
-$705K
5
Ameriprise
Ameriprise
Minnesota
-$681K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.97M -$1.34M -20,523 -41%
IA
27
Insight Advisors
Pennsylvania
$1.96M +$347K +5,238 +22%
SMC
28
Smith, Moore & Co
Missouri
$1.84M +$253K +3,866 +16%
PPW
29
Parcion Private Wealth
Washington
$1.79M – – –
WS
30
Wedbush Securities
California
$1.74M +$492K +7,525 +39%
LW
31
Linscomb Wealth
Texas
$1.72M +$9.55K +146 +0.6%
FPS
32
Fieldpoint Private Securities
Connecticut
$1.68M +$363K +5,545 +28%
Stifel Financial
33
Stifel Financial
Missouri
$1.59M -$859K -13,135 -35%
JCM
34
Jacobi Capital Management
Pennsylvania
$1.59M +$13.9K +212 +0.9%
5L
35
55I LLC
Massachusetts
$1.57M +$1.05M +16,077 +203%
WI
36
WBI Investments
New Jersey
$1.55M +$263K +4,024 +20%
PIA
37
Perennial Investment Advisors
California
$1.45M +$304K +4,645 +26%
EF
38
Empowered Funds
Pennsylvania
$1.27M – – –
EFS
39
Essex Financial Services
Connecticut
$1.23M +$127K +1,944 +11%
TA
40
Tiedemann Advisors
New York
$1.14M – – –
NEPWA
41
New England Private Wealth Advisors
Massachusetts
$1.12M +$5.17K +79 +0.5%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$1.09M -$108K -1,644 -9%
AAS
43
Avantax Advisory Services
Texas
$1.05M +$74.7K +1,142 +8%
WWM
44
WT Wealth Management
Arizona
$844K -$204K -3,116 -19%
AIP
45
Ahrens Investment Partners
Louisiana
$842K -$615K -9,401 -42%
FHA
46
Flagship Harbor Advisors
Massachusetts
$787K +$9.81K +150 +1%
HIS
47
Harvest Investment Services
Illinois
$730K -$26.9K -412 -4%
AWA
48
Acorn Wealth Advisors
Michigan
$722K -$11.4K -175 -2%
IAN
49
Integrated Advisors Network
Texas
$685K +$203K +3,096 +42%
GWM
50
Geneos Wealth Management
Colorado
$681K -$24.9K -376 -4%
1
2
3 4 5