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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

140 hedge funds and large institutions have $580M invested in ProShares Russell 2000 Dividend Growers ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
49
Reduced
42
Closed
7
Calls
$589K
Puts
$14K
Net Calls
+$575K
Net Calls Change
+$769K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$30.1M
2
P
&Partners
Tennessee
$7.52M
3
Goldman Sachs
Goldman Sachs
New York
$1.34M
4
LPL Financial
LPL Financial
California
$17.6M
5
Truist Financial
Truist Financial
North Carolina
$6.19M

Top Sellers

1
PCM
Piedmont Capital Management
Montana
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$677
3
PA
Pinnacle Associates
New York
$221K
4
Two Sigma Investments
Two Sigma Investments
New York
$1.25M
5
CIA
Capital Investment Advisors
Georgia
$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$2.54M -$143K -2,113 -5%
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$2.03M +$12.3K +182 +0.6%
JCM
28
Jacobi Capital Management
Pennsylvania
$2.02M +$64.3K +950 +3%
EFS
29
Essex Financial Services
Connecticut
$1.75M -$78.8K -1,164 -4%
PPW
30
Parcion Private Wealth
Washington
$1.68M – – –
PI
31
PFG Investments
New York
$1.57M +$26.7K +395 +2%
Ameriprise
32
Ameriprise
Minnesota
$1.55M +$119K +1,758 +8%
Goldman Sachs
33
Goldman Sachs
New York
$1.34M +$1.34M +19,860 New
Two Sigma Investments
34
Two Sigma Investments
New York
$1.25M -$711K -10,500 -36%
EH
35
Equitable Holdings
New York
$1.19M +$31.3K +462 +3%
UAS
36
United Asset Strategies
New York
$1.17M +$17.7K +261 +2%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.14M -$57.1K -844 -5%
TWM
38
Trueblood Wealth Management
Ohio
$1.05M +$13K +192 +1%
WS
39
Wedbush Securities
California
$1M -$18.7K -276 -2%
NFG
40
Nations Financial Group
Iowa
$940K -$20.8K -307 -2%
HIS
41
Harvest Investment Services
Illinois
$935K +$6.7K +99 +0.7%
RCWM
42
Royal Capital Wealth Management
Indiana
$868K -$1.08K -16 -0.1%
AWA
43
Arkadios Wealth Advisors
Georgia
$856K -$34.9K -516 -4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$851K +$192K +2,837 +29%
WWM
45
WT Wealth Management
Arizona
$836K -$29.9K -442 -3%
NFA
46
Northwest Financial Advisors
Virginia
$814K +$1.49K +22 +0.2%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$797K +$21.7K +321 +3%
CFP
48
Cascade Financial Partners
California
$791K – – –
BPA
49
Beacon Pointe Advisors
California
$677K – – –
LAM
50
Lewis Asset Management
California
$655K -$30.9K -456 -5%
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