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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

129 hedge funds and large institutions have $597M invested in ProShares Russell 2000 Dividend Growers ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
45
Reduced
51
Closed
11
Calls
$3.15M
Puts
$13K
Net Calls
+$3.13M
Net Calls Change
+$2.01M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$95.5M
2
AT
Arlington Trust
Alabama
+$7.32M
3
CIA
Capital Investment Advisors
Georgia
+$3.02M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.42M
5
Bank of America
Bank of America
North Carolina
+$1.96M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$6.41M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$3.79M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.66M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.6M
5
SFS
Sowell Financial Services
Arkansas
-$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$731K +$123K +1,888 +20%
NFG
52
Nations Financial Group
Iowa
$716K -$585 -9 -0.1%
CAN
53
Cetera Advisor Networks
California
$701K -$20.7K -319 -3%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$661K -$31.9K -490 -5%
CIAS
55
CFS Investment Advisory Services
New Jersey
$654K -$1.11M -17,044 -63%
LAM
56
Lewis Asset Management
California
$642K +$642K +9,881 New
BPA
57
Beacon Pointe Advisors
California
$638K -$77.8K -1,196 -11%
LSA
58
Lion Street Advisors
Texas
$544K +$1.82K +28 +0.3%
LMKC
59
L.M. Kohn & Company
Ohio
$542K +$4.88K +75 +0.9%
MMA
60
Miracle Mile Advisors
California
$520K +$520K +8,005 New
KIA
61
Kraematon Investment Advisors
Massachusetts
$513K -$189K -2,912 -27%
BRWA
62
B. Riley Wealth Advisors
Florida
$510K +$15.1K +233 +3%
NA
63
NewEdge Advisors
Louisiana
$500K -$18.2K -284 -4%
TCWM
64
Total Clarity Wealth Management
Illinois
$484K +$23K +354 +5%
ASN
65
Advisory Services Network
Georgia
$470K -$6.24K -96 -1%
GWM
66
Geneos Wealth Management
Colorado
$451K +$195 +3 +0%
DAS
67
Dynamic Advisor Solutions
Arizona
$443K -$10.4K -165 -2%
WIA
68
World Investment Advisors
California
$433K +$433K +6,665 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$433K +$142K +2,183 +49%
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$428K -$35K -539 -8%
RRA
71
Round Rock Advisors
Connecticut
$426K -$15.5K -238 -4%
AWA
72
Acorn Wealth Advisors
Michigan
$423K -$65 -1 -0%
William Blair & Company
73
William Blair & Company
Illinois
$405K – – –
HighTower Advisors
74
HighTower Advisors
Illinois
$380K +$18.3K +282 +5%
PFS
75
Prospera Financial Services
Texas
$370K -$18.4K -283 -5%
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