ProShares Russell 2000 Dividend Growers ETF
SMDV
78 hedge funds and large institutions have $227M invested in ProShares Russell 2000 Dividend Growers ETF in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 11 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 16
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
13% more funds holding
Funds holding: 69 → 78 (+9)
7.48% more ownership
Funds ownership: 43.05% → 50.53% (+7.5%)
6% more capital invested
Capital invested by funds: $214M → $227M (+$12.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.03M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.31M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.71M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.54M |
| 5 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$4.07M |
| 2 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$1.05M |
| 3 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$809K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$483K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$434K |
SMDV Hedge Fund Activity: Q4 2018 in Review
78 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q4 2018, worth a combined $227M — up 6% from $214M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SMDV positions and 11 closed out — a net gain of 10 holders — while 32 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.03M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $4.07M sold.
- 78 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q4 2018, up from 69 in Q3 2018.
- Funds reported $227M of ProShares Russell 2000 Dividend Growers ETF stock for Q4 2018, up 6% quarter-over-quarter.
- 21 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q4 2018 and 11 closed out, a net change of +10 holders.
- The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q4 2018 was Morgan Stanley, an estimated $8.03M added.
- The largest ProShares Russell 2000 Dividend Growers ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $4.07M sold.
Based on aggregated 13F filings for Q4 2018.