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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

126 hedge funds and large institutions have $443M invested in ProShares Russell 2000 Dividend Growers ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
–
Holders Change %
0%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
54
Reduced
42
Closed
10
Calls
$1.24M
Puts
$113K
Net Calls
+$1.13M
Net Calls Change
+$127K

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
$103M
2
UBS Group
UBS Group
Switzerland
$26.2M
3
Citadel Advisors
Citadel Advisors
Florida
$3.63M
4
LPL Financial
LPL Financial
California
$14.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.02M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$87.7M
2
AP
Arlington Partners
Alabama
$2.06M
3
Ameriprise
Ameriprise
Minnesota
$10.1M
4
IA
Insight Advisors
Pennsylvania
$1.54M
5
IFPG
Intrepid Financial Planning Group
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$2.41M +$971K +17,159 +67%
SFS
27
Sowell Financial Services
Arkansas
$2.32M +$265K +4,680 +13%
LWMNY
28
Landmark Wealth Management (New York)
New York
$2.25M -$4.47K -79 -0.2%
AP
29
Arlington Partners
Alabama
$2.06M -$5.08M -89,806 -71%
AT
30
Arlington Trust
Alabama
$2.06M +$2.06M +36,438 New
EFS
31
Essex Financial Services
Connecticut
$1.6M +$46.3K +818 +3%
IA
32
Insight Advisors
Pennsylvania
$1.54M -$2.46M -43,456 -61%
CIAS
33
CFS Investment Advisory Services
New Jersey
$1.53M +$984K +17,400 +179%
NEPWA
34
New England Private Wealth Advisors
Massachusetts
$1.44M +$9.56K +169 +0.7%
PPW
35
Parcion Private Wealth
Washington
$1.41M – – –
OC
36
Oppenheimer & Co
New York
$1.4M +$78K +1,378 +6%
JCM
37
Jacobi Capital Management
Pennsylvania
$1.19M +$52.5K +928 +5%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$1.16M -$120K -2,122 -9%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.12M +$152K +2,682 +16%
EH
40
Equitable Holdings
New York
$1.08M -$259K -4,570 -19%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.02M +$984K +17,400 +3,216%
MML Investors Services
42
MML Investors Services
Massachusetts
$996K -$453K -8,005 -31%
PI
43
PFG Investments
New York
$980K -$737K -13,027 -43%
Comerica Bank
44
Comerica Bank
Texas
$978K +$978K +17,277 New
RCWM
45
Royal Capital Wealth Management
Indiana
$959K -$19.5K -345 -2%
WS
46
Wedbush Securities
California
$953K -$302K -5,343 -24%
VWA
47
Visionary Wealth Advisors
Illinois
$903K +$114K +2,010 +14%
WWM
48
WT Wealth Management
Arizona
$775K +$9.51K +168 +1%
Two Sigma Investments
49
Two Sigma Investments
New York
$685K +$373K +6,600 +120%
PA
50
Pinnacle Associates
New York
$672K -$158K -2,800 -19%
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