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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

131 hedge funds and large institutions have $469M invested in ProShares Russell 2000 Dividend Growers ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
47
Reduced
46
Closed
14
Calls
$839K
Puts
$435K
Net Calls
+$404K
Net Calls Change
-$2.73M

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$6.25M
2
CA
Cetera Advisors
Colorado
+$4.75M
3
Goldman Sachs
Goldman Sachs
New York
+$2.88M
4
UAG
United Advisor Group
Ohio
+$2.29M
5
Citigroup
Citigroup
New York
+$1.95M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$113M
2
LPL Financial
LPL Financial
California
-$4.37M
3
Wells Fargo
Wells Fargo
California
-$4M
4
Ameriprise
Ameriprise
Minnesota
-$3.48M
5
AP
Arlington Partners
Alabama
-$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
26
WBI Investments
New Jersey
$2.5M +$125K +1,951 +5%
UAG
27
United Advisor Group
Ohio
$2.29M +$2.29M +35,800 New
Citigroup
28
Citigroup
New York
$2.23M +$1.95M +30,539 +709%
OC
29
Oppenheimer & Co
New York
$2.02M +$150K +2,346 +8%
EFS
30
Essex Financial Services
Connecticut
$1.78M -$37.3K -582 -2%
Ameriprise
31
Ameriprise
Minnesota
$1.68M -$3.48M -54,305 -67%
NEPWA
32
New England Private Wealth Advisors
Massachusetts
$1.63M +$7.13K +113 +0.4%
PPW
33
Parcion Private Wealth
Washington
$1.59M – – –
JCM
34
Jacobi Capital Management
Pennsylvania
$1.54M +$76.4K +1,194 +5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.33M +$146K +2,288 +12%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.29M -$14.7K -229 -1%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$1.22M -$1.29M -20,216 -52%
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$1.19M -$1.92M -30,016 -62%
EH
39
Equitable Holdings
New York
$1.16M +$8.07K +126 +0.7%
VWA
40
Visionary Wealth Advisors
Illinois
$1.14M +$88.6K +1,384 +8%
PI
41
PFG Investments
New York
$1.12M +$12.8K +200 +1%
SAG
42
SageView Advisory Group
California
$1.03M +$1.03M +4,977 New
WS
43
Wedbush Securities
California
$971K -$43.3K -676 -4%
RCWM
44
Royal Capital Wealth Management
Indiana
$911K -$169K -2,638 -16%
TWM
45
Trueblood Wealth Management
Ohio
$893K – – –
NFG
46
Nations Financial Group
Iowa
$865K +$160K +2,495 +23%
NFA
47
Northwest Financial Advisors
Virginia
$846K -$4.74K -74 -0.6%
UAS
48
United Asset Strategies
New York
$800K +$38.4K +600 +5%
HIS
49
Harvest Investment Services
Illinois
$791K +$8.77K +137 +1%
PAG
50
Private Advisor Group
New Jersey
$720K +$832 +13 +0.1%
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