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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

123 hedge funds and large institutions have $541M invested in ProShares Russell 2000 Dividend Growers ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-9
Holders Change %
-6.82%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
56
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$19.6M
2
CIA
Capital Investment Advisors
Georgia
+$7.12M
3
Morgan Stanley
Morgan Stanley
New York
+$6.93M
4
CAN
Cetera Advisor Networks
California
+$2.43M
5
LWMNY
Landmark Wealth Management (New York)
New York
+$1.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.56M
2
5L
55I LLC
Massachusetts
-$654K
3
FTUS
Flow Traders U.S.
New York
-$580K
4
Creative Planning
Creative Planning
Kansas
-$517K
5
LPL Financial
LPL Financial
California
-$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMNY
26
Landmark Wealth Management (New York)
New York
$2.45M +$1.2M +36,606 +96%
SMC
27
Smith, Moore & Co
Missouri
$2.43M +$251K +3,893 +12%
Truist Financial
28
Truist Financial
North Carolina
$2.27M -$67.2K -1,041 -3%
FWM
29
ForthRight Wealth Management
Georgia
$2.18M -$388K -6,006 -15%
PPW
30
Parcion Private Wealth
Washington
$1.77M – – –
WS
31
Wedbush Securities
California
$1.67M +$73.4K +1,137 +5%
NEPWA
32
New England Private Wealth Advisors
Massachusetts
$1.59M +$467K +7,230 +42%
SPC
33
Sigma Planning Corp
Michigan
$1.59M +$300K +4,646 +23%
EFS
34
Essex Financial Services
Connecticut
$1.59M +$56.2K +870 +4%
RCWM
35
Royal Capital Wealth Management
Indiana
$1.32M +$3.1K +48 +0.2%
5L
36
55I LLC
Massachusetts
$1.3M -$654K -10,128 -33%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.2M +$59.2K +916 +5%
JCM
38
Jacobi Capital Management
Pennsylvania
$1.19M -$189K -2,932 -14%
MIM
39
Macroview Investment Management
Maryland
$1.14M +$15.4K +238 +1%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$1.1M -$8.14K -126 -0.7%
OC
41
Oppenheimer & Co
New York
$1.03M +$222K +3,437 +28%
AAS
42
Avantax Advisory Services
Texas
$983K +$16.7K +258 +2%
WWM
43
WT Wealth Management
Arizona
$810K -$90.5K -1,400 -10%
FHA
44
Flagship Harbor Advisors
Massachusetts
$781K -$10K -155 -1%
KIA
45
Kraematon Investment Advisors
Massachusetts
$763K +$4.91K +76 +0.6%
PAG
46
Private Advisor Group
New Jersey
$747K +$348K +5,380 +87%
BPA
47
Beacon Pointe Advisors
California
$701K +$105K +1,631 +18%
NA
48
NewEdge Advisors
Louisiana
$696K +$646 +10 +0.1%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$660K -$7.56K -117 -1%
HIS
50
Harvest Investment Services
Illinois
$647K -$13.9K -215 -2%
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