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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

115 hedge funds and large institutions have $419M invested in ProShares Russell 2000 Dividend Growers ETF in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+10
Holders Change %
+9.52%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
19
Increased
51
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.78M
2
Morgan Stanley
Morgan Stanley
New York
+$5.57M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.12M
4
UBS Group
UBS Group
Switzerland
+$3.13M
5
IAA
Independent Advisor Alliance
North Carolina
+$1.6M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.12M
2
PFP
Pinnacle Financial Partners
Tennessee
-$2.89M
3
IA
IFP Advisors
Florida
-$2.68M
4
Jane Street
Jane Street
New York
-$1.47M
5
WWM
Western Wealth Management
Colorado
-$511K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$527K +$225K +3,644 +75%
IA
52
IFG Advisory
Georgia
$524K +$273K +4,420 +109%
Fiera Capital (Canada)
53
Fiera Capital (Canada)
Quebec, Canada
$519K – – –
IWM
54
IHT Wealth Management
Illinois
$477K +$37K +600 +8%
SPC
55
Sigma Planning Corp
Michigan
$469K -$132K -2,142 -22%
PIA
56
Perennial Investment Advisors
California
$456K +$456K +7,379 New
PAG
57
Private Advisor Group
New Jersey
$405K +$1.79K +29 +0.4%
OC
58
Oppenheimer & Co
New York
$398K +$1.73K +28 +0.4%
BRWM
59
B. Riley Wealth Management
Tennessee
$392K – – –
SWP
60
Summit Wealth Partners
Florida
$392K +$392K +6,344 New
KPWG
61
KFA Private Wealth Group
Virginia
$390K +$390K +6,318 New
RJT
62
Raymond James Trust
Florida
$384K – – –
CA
63
Cetera Advisors
Colorado
$379K +$62 +1 +0%
FHA
64
Flagship Harbor Advisors
Massachusetts
$338K +$80.3K +1,300 +31%
GWM
65
Geneos Wealth Management
Colorado
$334K +$123 +2 +0%
CWM
66
Concentrum Wealth Management
California
$330K -$2.53K -41 -0.8%
SWP
67
Stratos Wealth Partners
Ohio
$329K -$283K -4,588 -46%
CAN
68
Cetera Advisor Networks
California
$305K -$8.19K -132 -3%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$303K +$303K +4,908 New
MC
70
Moors & Cabot
Massachusetts
$279K -$11.3K -184 -4%
JGIA
71
Jackson Grant Investment Advisers
Connecticut
$277K +$23.3K +377 +9%
TFS
72
Thoroughbred Financial Services
Tennessee
$269K +$681 +11 +0.3%
AP
73
Arlington Partners
Alabama
$267K -$82.6K -1,335 -24%
Brown Advisory
74
Brown Advisory
Maryland
$262K – – –
APA
75
American Portfolios Advisors
New York
$255K +$10.8K +175 +4%
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3
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