SMDV icon

ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

108 hedge funds and large institutions have $347M invested in ProShares Russell 2000 Dividend Growers ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+12
Holders Change %
+12.5%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
22
Increased
47
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DAS
Dynamic Advisor Solutions
Arizona
+$7.23M
2
CIA
Capital Investment Advisors
Georgia
+$4.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.8M
4
Wells Fargo
Wells Fargo
California
+$3.79M
5
IMOV
Investment Management of Virginia
Virginia
+$1.42M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$9.17M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.46M
3
KWM
Kingsview Wealth Management
Oregon
-$1.6M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.58M
5
Jane Street
Jane Street
New York
-$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
76
Wealthstreet Investment Advisors
Texas
$230K +$230K +4,000 New
JGIA
77
Jackson Grant Investment Advisers
Connecticut
$222K +$2.41K +42 +1%
HighTower Advisors
78
HighTower Advisors
Illinois
$218K +$218K +3,803 New
IFWM
79
Institute for Wealth Management
Colorado
$210K +$210K +3,650 New
BRWA
80
B. Riley Wealth Advisors
Florida
$206K +$206K +3,578 New
APA
81
American Portfolios Advisors
New York
$202K -$37.3K -650 -16%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$199K -$68.7K -1,200 -26%
HIA
83
Harbor Investment Advisory
Maryland
$160K – – –
FWP
84
FAS Wealth Partners
Kansas
$136K +$173 +3 +0.1%
AIM
85
Anchor Investment Management
South Carolina
$109K -$5.68K -99 -5%
WEC
86
Winslow Evans & Crocker
Massachusetts
$75K +$11.5K +200 +18%
HWA
87
HCR Wealth Advisors
California
$63K +$63K +1,100 New
SPIA
88
Steward Partners Investment Advisory
New York
$45K – – –
PB
89
Pinnacle Bancorp
Nebraska
$44K – – –
IA
90
IFP Advisors
Florida
$35K – – –
CCC
91
Crescent Capital Consulting
Louisiana
$29K +$29K +500 New
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$29K +$29K +500 New
SFS
93
Sowell Financial Services
Arkansas
$25K – – –
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$56 +1 +0.3%
GI
95
Gradient Investments
Minnesota
$19K – – –
FHA
96
First Horizon Advisors
Tennessee
$19K +$165 +3 +0.9%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$17K – – –
DWMG
98
DB Wealth Management Group
California
$14K +$14K +239 New
KFI
99
Key Financial Inc
Pennsylvania
$12K +$12K +207 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
1 2 3
4
5