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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

126 hedge funds and large institutions have $466M invested in ProShares Russell 2000 Dividend Growers ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
51
Reduced
45
Closed
12
Calls
$999K
Puts
–
Net Calls
+$999K
Net Calls Change
+$1.02M

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
$101M
2
IWC
Integrated Wealth Concepts
Massachusetts
$3.81M
3
SFS
Sowell Financial Services
Arkansas
$2.15M
4
UBS Group
UBS Group
Switzerland
$23.4M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.39M

Top Sellers

1
UAS
United Asset Strategies
New York
$552K
2
Wells Fargo
Wells Fargo
California
$34M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SPC
Sigma Planning Corp
Michigan
$587K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
26
Smith, Moore & Co
Missouri
$2.5M +$80.1K +1,424 +3%
LWMNY
27
Landmark Wealth Management (New York)
New York
$2.35M +$99.1K +1,676 +4%
SFS
28
Sowell Financial Services
Arkansas
$2.15M +$2.15M +36,337 New
IFPG
29
Intrepid Financial Planning Group
Indiana
$1.94M -$4.73K -80 -0.2%
PI
30
PFG Investments
New York
$1.79M +$957K +16,176 +114%
EFS
31
Essex Financial Services
Connecticut
$1.63M -$3.31K -56 -0.2%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.52M +$325K +5,495 +27%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$1.51M +$147K +2,478 +11%
NEPWA
34
New England Private Wealth Advisors
Massachusetts
$1.5M +$8.46K +143 +0.6%
PPW
35
Parcion Private Wealth
Washington
$1.47M – – –
EH
36
Equitable Holdings
New York
$1.4M -$8.46K -143 -0.6%
OC
37
Oppenheimer & Co
New York
$1.38M +$231K +3,899 +20%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$1.33M -$383K -6,474 -22%
WS
39
Wedbush Securities
California
$1.31M -$165K -2,794 -11%
JCM
40
Jacobi Capital Management
Pennsylvania
$1.19M +$111K +1,877 +10%
MIM
41
Macroview Investment Management
Maryland
$1.14M +$3.43K +58 +0.3%
RCWM
42
Royal Capital Wealth Management
Indiana
$1.02M -$146K -2,461 -12%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$1.01M -$299K -5,054 -23%
CAN
44
Cetera Advisor Networks
California
$956K -$12.9K -218 -1%
PA
45
Pinnacle Associates
New York
$868K +$868K +14,673 New
VWA
46
Visionary Wealth Advisors
Illinois
$825K +$580K +9,814 +238%
WWM
47
WT Wealth Management
Arizona
$800K +$54.5K +921 +7%
CIBC World Market
48
CIBC World Market
Ontario, Canada
$764K +$764K +12,924 New
HIS
49
Harvest Investment Services
Illinois
$741K +$48.9K +827 +7%
DIA
50
Dana Investment Advisors
Wisconsin
$734K -$44.3K -749 -6%
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