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ProShares Russell 2000 Dividend Growers ETF

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: 130142 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$637K -$23K -325 -3%
CIAS
52
CFS Investment Advisory Services
New Jersey
$631K -$425 -6 -0.1%
PAG
53
Private Advisor Group
New Jersey
$550K -$176K -2,484 -23%
LMKC
54
L.M. Kohn & Company
Ohio
$545K -$33.8K -477 -6%
WIA
55
World Investment Advisors
California
$538K +$71 +1 +0%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$490K +$201K +2,842 +65%
GWM
57
Geneos Wealth Management
Colorado
$483K +$1.42K +20 +0.3%
DAS
58
Dynamic Advisor Solutions
Arizona
$483K +$3.47K +49 +0.7%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$474K -$4.47K -63 -0.9%
TCWM
60
Total Clarity Wealth Management
Illinois
$458K +$51.3K +724 +12%
CFD
61
Creative Financial Designs
Indiana
$454K +$269K +3,793 +130%
AB
62
Atlas Brown
Kentucky
$413K +$16.7K +236 +4%
TSS
63
Two Sigma Securities
New York
$404K +$423K +5,967 New
William Blair & Company
64
William Blair & Company
Illinois
$402K
KCFA
65
Key Client Fiduciary Advisors
New Jersey
$400K
MAM
66
MWA Asset Management
Massachusetts
$388K +$13.8K +195 +4%
CP
67
Creekside Partners
California
$378K +$96.6K +1,363 +32%
KIA
68
Kraematon Investment Advisors
Massachusetts
$377K -$29.9K -422 -7%
WB
69
WesBanco Bank
West Virginia
$368K
NA
70
NewEdge Advisors
Louisiana
$366K -$213K -3,003 -36%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$360K +$377K +5,323 New
BRWA
72
B. Riley Wealth Advisors
Florida
$354K -$68.3K -963 -16%
LSA
73
Lion Street Advisors
Texas
$347K +$567 +8 +0.2%
BEI
74
Benjamin Edwards Inc
Missouri
$345K
AWA
75
Acorn Wealth Advisors
Michigan
$343K -$40K -565 -10%

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.