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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

129 hedge funds and large institutions have $597M invested in ProShares Russell 2000 Dividend Growers ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
45
Reduced
51
Closed
11
Calls
$3.15M
Puts
$13K
Net Calls
+$3.13M
Net Calls Change
+$2.01M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$95.5M
2
AT
Arlington Trust
Alabama
+$7.32M
3
CIA
Capital Investment Advisors
Georgia
+$3.02M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.42M
5
Bank of America
Bank of America
North Carolina
+$1.96M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$6.41M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$3.79M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.66M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.6M
5
SFS
Sowell Financial Services
Arkansas
-$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
26
Smith, Moore & Co
Missouri
$2.66M -$241K -3,949 -8%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$2.55M -$222K -3,414 -8%
WI
28
WBI Investments
New Jersey
$2.41M -$589K -9,055 -20%
OC
29
Oppenheimer & Co
New York
$1.9M +$292K +4,494 +18%
EFS
30
Essex Financial Services
Connecticut
$1.84M -$520 -8 -0%
NEPWA
31
New England Private Wealth Advisors
Massachusetts
$1.67M +$14.4K +221 +0.9%
PPW
32
Parcion Private Wealth
Washington
$1.62M – – –
Citadel Advisors
33
Citadel Advisors
Florida
$1.58M -$2.6M -39,927 -62%
JCM
34
Jacobi Capital Management
Pennsylvania
$1.49M +$112K +1,727 +8%
Wolverine Trading
35
Wolverine Trading
Illinois
$1.4M +$1.4M +21,485 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.33M +$159K +2,441 +14%
PA
37
Pinnacle Associates
New York
$1.23M +$455K +7,000 +59%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.2M -$89.1K -1,370 -7%
EH
39
Equitable Holdings
New York
$1.17M -$73.3K -1,128 -6%
PI
40
PFG Investments
New York
$1.12M -$2.15K -33 -0.2%
RCWM
41
Royal Capital Wealth Management
Indiana
$1.1M -$5.07K -78 -0.5%
VWA
42
Visionary Wealth Advisors
Illinois
$1.07M +$28.7K +442 +3%
WS
43
Wedbush Securities
California
$1.03M -$65.3K -1,005 -6%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.02M -$123K -1,887 -11%
WWM
45
WT Wealth Management
Arizona
$944K +$53.7K +826 +6%
TWM
46
Trueblood Wealth Management
Ohio
$907K +$907K +13,948 New
NFA
47
Northwest Financial Advisors
Virginia
$864K +$864K +13,297 New
HIS
48
Harvest Investment Services
Illinois
$794K +$29.5K +454 +4%
Comerica Bank
49
Comerica Bank
Texas
$777K -$347K -5,330 -31%
UAS
50
United Asset Strategies
New York
$774K +$155K +2,384 +25%
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