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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

130 hedge funds and large institutions have $346M invested in ProShares Russell 2000 Dividend Growers ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
33
Reduced
48
Closed
14
Calls
$640K
Puts
–
Net Calls
+$640K
Net Calls Change
+$236K

Top Buyers

1
LWMNY
Landmark Wealth Management (New York)
New York
+$2.09M
2
UBS Group
UBS Group
Switzerland
+$1.98M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.41M
4
LPL Financial
LPL Financial
California
+$1.4M
5
Goldman Sachs
Goldman Sachs
New York
+$1.1M

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$95.1M
2
Morgan Stanley
Morgan Stanley
New York
-$8.01M
3
IA
IFG Advisory
Georgia
-$3.23M
4
Bank of America
Bank of America
North Carolina
-$2.23M
5
Citigroup
Citigroup
New York
-$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAG
26
United Advisor Group
Ohio
$2.19M -$29.4K -474 -1%
EFS
27
Essex Financial Services
Connecticut
$2.04M +$201K +3,038 +11%
OC
28
Oppenheimer & Co
New York
$1.99M +$32.5K +523 +2%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.89M +$1.41M +22,700 +291%
NEPWA
30
New England Private Wealth Advisors
Massachusetts
$1.71M +$102K +1,649 +6%
PPW
31
Parcion Private Wealth
Washington
$1.55M – – –
JCM
32
Jacobi Capital Management
Pennsylvania
$1.53M +$37.3K +601 +2%
Ameriprise
33
Ameriprise
Minnesota
$1.45M -$173K -2,791 -11%
PI
34
PFG Investments
New York
$1.42M +$333K +5,365 +31%
EH
35
Equitable Holdings
New York
$1.16M +$34.2K +550 +3%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.13M -$117K -1,889 -9%
UAS
37
United Asset Strategies
New York
$1.06M +$279K +4,486 +36%
WS
38
Wedbush Securities
California
$936K -$6.65K -107 -0.7%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$908K -$272K -4,370 -23%
RCWM
40
Royal Capital Wealth Management
Indiana
$881K -$3.17K -51 -0.4%
TWM
41
Trueblood Wealth Management
Ohio
$867K – – –
AWA
42
Arkadios Wealth Advisors
Georgia
$861K +$861K +13,852 New
NFG
43
Nations Financial Group
Iowa
$830K -$9.01K -145 -1%
HIS
44
Harvest Investment Services
Illinois
$790K +$22.7K +366 +3%
Citadel Advisors
45
Citadel Advisors
Florida
$769K +$102K +1,644 +15%
NFA
46
Northwest Financial Advisors
Virginia
$745K -$76.1K -1,225 -9%
CFP
47
Cascade Financial Partners
California
$726K – – –
Jane Street
48
Jane Street
New York
$682K +$85.4K +1,375 +14%
PAG
49
Private Advisor Group
New Jersey
$676K -$23K -371 -3%
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$671K -$486K -7,826 -42%
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