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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

128 hedge funds and large institutions have $466M invested in ProShares Russell 2000 Dividend Growers ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
57
Reduced
38
Closed
10
Calls
–
Puts
$18K
Net Calls
-$18K
Net Calls Change
-$589K

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$7.93M
2
UAS
United Asset Strategies
New York
+$2.07M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.89M
4
WI
WBI Investments
New Jersey
+$1.65M
5
LPL Financial
LPL Financial
California
+$1.23M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$7.6M
2
TF
Theory Financial
Colorado
-$3.42M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.56M
4
IMOV
Investment Management of Virginia
Virginia
-$1.23M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$2.12M +$556K +9,104 +36%
Citadel Advisors
27
Citadel Advisors
Florida
$2.1M +$1.89M +30,996 +910%
IFPG
28
Intrepid Financial Planning Group
Indiana
$2.01M +$763K +12,499 +61%
SPC
29
Sigma Planning Corp
Michigan
$1.78M -$42.2K -692 -2%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$1.77M +$378K +6,185 +27%
EFS
31
Essex Financial Services
Connecticut
$1.68M +$107K +1,761 +7%
NEPWA
32
New England Private Wealth Advisors
Massachusetts
$1.54M +$9.28K +152 +0.6%
WS
33
Wedbush Securities
California
$1.53M -$46K -753 -3%
PPW
34
Parcion Private Wealth
Washington
$1.52M – – –
IMOV
35
Investment Management of Virginia
Virginia
$1.47M -$1.23M -20,150 -45%
EH
36
Equitable Holdings
New York
$1.46M -$378K -6,190 -21%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$1.4M +$67.6K +1,108 +5%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.36M -$155K -2,536 -10%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.23M +$192K +3,149 +19%
RCWM
40
Royal Capital Wealth Management
Indiana
$1.21M -$44.9K -736 -4%
OC
41
Oppenheimer & Co
New York
$1.19M +$37.1K +608 +3%
MIM
42
Macroview Investment Management
Maryland
$1.18M +$25K +410 +2%
JCM
43
Jacobi Capital Management
Pennsylvania
$1.12M -$9.83K -161 -0.9%
CAN
44
Cetera Advisor Networks
California
$1M +$74.2K +1,216 +8%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$895K +$134K +2,193 +18%
PI
46
PFG Investments
New York
$865K +$865K +14,174 New
DIA
47
Dana Investment Advisors
Wisconsin
$804K +$112K +1,839 +16%
AAS
48
Avantax Advisory Services
Texas
$790K +$79.5K +1,302 +11%
WWM
49
WT Wealth Management
Arizona
$770K +$89.7K +1,469 +13%
HIS
50
Harvest Investment Services
Illinois
$715K +$58K +950 +9%
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