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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

130 hedge funds and large institutions have $476M invested in ProShares Russell 2000 Dividend Growers ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+14
Holders Change %
+12.07%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
51
Reduced
31
Closed
5
Calls
$792K
Puts
$221K
Net Calls
+$571K
Net Calls Change
+$100K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$106M
2
CIA
Capital Investment Advisors
Georgia
$90.4M
3
Bank of America
Bank of America
North Carolina
$19.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$14.2M
5
Wells Fargo
Wells Fargo
California
$38.3M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$1.51M
2
UBS Group
UBS Group
Switzerland
$23.1M
3
Citadel Advisors
Citadel Advisors
Florida
$209K
4
IA
Insight Advisors
Pennsylvania
$3.15M
5
SG
Strid Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
26
Smith, Moore & Co
Missouri
$2.42M -$204K -3,321 -8%
EH
27
Equitable Holdings
New York
$1.85M -$63.5K -1,034 -3%
SPC
28
Sigma Planning Corp
Michigan
$1.83M +$3.68K +60 +0.2%
LWMNY
29
Landmark Wealth Management (New York)
New York
$1.8M -$77.2K -1,259 -4%
EFS
30
Essex Financial Services
Connecticut
$1.58M +$433K +7,050 +38%
WS
31
Wedbush Securities
California
$1.58M +$1.29K +21 +0.1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.57M +$121K +1,971 +8%
NEPWA
33
New England Private Wealth Advisors
Massachusetts
$1.54M +$9.76K +159 +0.6%
PPW
34
Parcion Private Wealth
Washington
$1.53M -$150K -2,450 -9%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.52M +$442K +7,206 +41%
CIAS
36
CFS Investment Advisory Services
New Jersey
$1.51M -$95.2M -1,550,827 -98%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$1.4M +$239K +3,890 +21%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$1.34M +$122K +1,986 +10%
RCWM
39
Royal Capital Wealth Management
Indiana
$1.26M – – –
IFPG
40
Intrepid Financial Planning Group
Indiana
$1.25M +$1.25M +20,407 New
MIM
41
Macroview Investment Management
Maryland
$1.16M +$10.5K +171 +0.9%
OC
42
Oppenheimer & Co
New York
$1.16M -$36.1K -588 -3%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$1.14M +$1.14M +18,518 New
JCM
44
Jacobi Capital Management
Pennsylvania
$1.13M +$41.9K +682 +4%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.04M +$1.04M +16,972 New
WI
46
WBI Investments
New Jersey
$1.04M -$317K -5,169 -23%
CAN
47
Cetera Advisor Networks
California
$931K +$369K +6,020 +66%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$765K +$765K +12,462 New
SFS
49
Sowell Financial Services
Arkansas
$715K +$715K +11,650 New
AAS
50
Avantax Advisory Services
Texas
$714K -$140K -2,287 -16%
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