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ProShares Russell 2000 Dividend Growers ETF
SMDV

142 hedge funds and large institutions have $581M invested in ProShares Russell 2000 Dividend Growers ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,107% more call options, than puts

Call options by funds: $589K | Put options by funds: $14K

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

48% more capital invested

Capital invested by funds: $392M → $581M (+$189M)

16% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 43

9% more funds holding

Funds holding: 130 → 142 (+12)

0.59% less ownership

Funds ownership: 54.29% → 53.7% (-0.59%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
50
Reduced
43
Closed
7
Calls
$589K
Puts
$14K
Net Calls
+$575K
Net Calls Change
+$769K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.14M
2
P
&Partners
Tennessee
+$1.93M
3
Goldman Sachs
Goldman Sachs
New York
+$1.41M
4
LPL Financial
LPL Financial
California
+$1.31M
5
Truist Financial
Truist Financial
North Carolina
+$539K

Top Sellers

Rank Fund Capital Flow
1
PCMM
Piedmont Capital Management (Montana)
Montana
-$7.34M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.06M
3
PA
Pinnacle Associates
New York
-$1.11M
4
Two Sigma Investments
Two Sigma Investments
New York
-$744K
5
CIA
Capital Investment Advisors
Georgia
-$475K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$2.54M -$150K -2,113 -5%
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$2.03M +$12.9K +182 +0.6%
JCM
28
Jacobi Capital Management
Pennsylvania
$2.02M +$67.3K +950 +3%
EFS
29
Essex Financial Services
Connecticut
$1.75M -$82.5K -1,164 -4%
PPW
30
Parcion Private Wealth
Washington
$1.68M – – –
PI
31
PFG Investments
New York
$1.57M +$28K +395 +2%
Ameriprise
32
Ameriprise
Minnesota
$1.55M +$125K +1,758 +8%
Goldman Sachs
33
Goldman Sachs
New York
$1.34M +$1.41M +19,860 New
Two Sigma Investments
34
Two Sigma Investments
New York
$1.25M -$744K -10,500 -36%
EH
35
Equitable Holdings
New York
$1.19M +$32.7K +462 +3%
UAS
36
United Asset Strategies
New York
$1.17M +$18.5K +261 +2%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$1.14M -$59.8K -844 -5%
TWM
38
Trueblood Wealth Management
Ohio
$1.05M +$13.6K +192 +1%
WS
39
Wedbush Securities
California
$1M -$19.6K -276 -2%
NFG
40
Nations Financial Group
Iowa
$940K -$21.8K -307 -2%
HIS
41
Harvest Investment Services
Illinois
$935K +$7.02K +99 +0.7%
RCWM
42
Royal Capital Wealth Management
Indiana
$868K -$1.13K -16 -0.1%
AWA
43
Arkadios Wealth Advisors
Georgia
$856K -$36.6K -516 -4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$851K +$201K +2,837 +29%
WWM
45
WT Wealth Management
Arizona
$836K -$31.3K -442 -3%
NFA
46
Northwest Financial Advisors
Virginia
$814K +$1.56K +22 +0.2%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$797K +$22.8K +321 +3%
CFP
48
Cascade Financial Partners
California
$791K – – –
BPA
49
Beacon Pointe Advisors
California
$677K – – –
LAM
50
Lewis Asset Management
California
$655K -$32.3K -456 -5%
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SMDV Hedge Fund Activity: Q4 2024 in Review

142 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q4 2024, worth a combined $581M — up 48% from $392M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMDV positions and 7 closed out — a net gain of 14 holders — while 50 added to existing stakes and 43 trimmed.

The largest buyer was UBS Group, adding an estimated $2.14M. The largest seller was Piedmont Capital Management (Montana), exiting entirely with an estimated $7.34M sold.

  • 142 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q4 2024, up from 130 in Q3 2024.
  • Funds reported $581M of ProShares Russell 2000 Dividend Growers ETF stock for Q4 2024, up 48% quarter-over-quarter.
  • 21 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q4 2024 and 7 closed out, a net change of +14 holders.
  • The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q4 2024 was UBS Group, an estimated $2.14M added.
  • The largest ProShares Russell 2000 Dividend Growers ETF seller in Q4 2024 was Piedmont Capital Management (Montana), an estimated $7.34M sold.

Based on aggregated 13F filings for Q4 2024.