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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

130 hedge funds and large institutions have $476M invested in ProShares Russell 2000 Dividend Growers ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+14
Holders Change %
+12.07%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
51
Reduced
31
Closed
5
Calls
$792K
Puts
$221K
Net Calls
+$571K
Net Calls Change
+$100K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$106M
2
CIA
Capital Investment Advisors
Georgia
$90.4M
3
Bank of America
Bank of America
North Carolina
$19.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$14.2M
5
Wells Fargo
Wells Fargo
California
$38.3M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$1.51M
2
UBS Group
UBS Group
Switzerland
$23.1M
3
Citadel Advisors
Citadel Advisors
Florida
$209K
4
IA
Insight Advisors
Pennsylvania
$3.15M
5
SG
Strid Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
51
Flagship Harbor Advisors
Massachusetts
$701K +$5.52K +90 +0.8%
DIA
52
Dana Investment Advisors
Wisconsin
$695K +$695K +11,329 New
KIA
53
Kraematon Investment Advisors
Massachusetts
$691K -$2.39K -39 -0.3%
WWM
54
WT Wealth Management
Arizona
$684K -$3.19K -52 -0.5%
Creative Planning
55
Creative Planning
Kansas
$681K +$681K +11,101 New
HIS
56
Harvest Investment Services
Illinois
$660K +$5.65K +92 +0.9%
BPA
57
Beacon Pointe Advisors
California
$658K – – –
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$568K – – –
AIP
59
Ahrens Investment Partners
Louisiana
$518K -$6.32K -103 -1%
LMKC
60
L.M. Kohn & Company
Ohio
$513K +$23.2K +378 +5%
UAS
61
United Asset Strategies
New York
$508K +$508K +8,278 New
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$483K -$14.3K -233 -3%
CAL
63
Capital Advisors Ltd
Ohio
$466K – – –
NA
64
NewEdge Advisors
Louisiana
$461K +$30.4K +661 +7%
TC
65
Trilogy Capital
California
$452K +$452K +7,368 New
GWM
66
Geneos Wealth Management
Colorado
$444K – – –
ASN
67
Advisory Services Network
Georgia
$441K +$63.6K +1,036 +17%
RRA
68
Round Rock Advisors
Connecticut
$436K – – –
William Blair & Company
69
William Blair & Company
Illinois
$422K -$8.47K -138 -2%
NFG
70
Nations Financial Group
Iowa
$421K +$34.9K +569 +9%
DAS
71
Dynamic Advisor Solutions
Arizona
$420K +$32.5K +530 +8%
BRWA
72
B. Riley Wealth Advisors
Florida
$405K +$51.9K +846 +15%
TCWM
73
Total Clarity Wealth Management
Illinois
$394K +$1.41K +23 +0.4%
AWA
74
Acorn Wealth Advisors
Michigan
$380K +$14.9K +242 +4%
PFS
75
Prospera Financial Services
Texas
$368K +$66.3K +1,081 +22%
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