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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 %
AAS
76
Avantax Advisory Services
Texas
$366K -$23.9K -367 -6%
TC
77
Trilogy Capital
California
$355K -$77.6K -1,193 -18%
RIA
78
Realta Investment Advisors
Delaware
$351K -$25.6K -394 -7%
AB
79
Atlas Brown
Kentucky
$349K +$13.3K +205 +4%
HR
80
Howe & Rusling
New York
$326K -$14.2K -219 -4%
TI
81
tru Independence
Oregon
$320K -$11.5K -177 -3%
KCFA
82
Key Client Fiduciary Advisors
New Jersey
$308K – – –
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$306K +$5.86K +90 +2%
BG
84
Benedetti & Gucer
Georgia
$303K -$23.2K -357 -7%
SWM
85
Scissortail Wealth Management
Oklahoma
$299K +$299K +4,692 New
CAL
86
Capital Advisors Ltd
Ohio
$297K -$175K -2,695 -37%
FFS
87
Founders Financial Securities
Maryland
$290K +$290K +4,465 New
MAM
88
MWA Asset Management
Massachusetts
$283K -$7.22K -111 -2%
WWM
89
Western Wealth Management
Colorado
$281K +$1.24K +19 +0.4%
KWM
90
Kingsview Wealth Management
Oregon
$280K – – –
Citigroup
91
Citigroup
New York
$280K +$260 +4 +0.1%
GVAG
92
Great Valley Advisor Group
Delaware
$262K -$38.9K -599 -13%
IWM
93
IHT Wealth Management
Illinois
$253K -$4.29K -66 -2%
LT
94
Legacy Trust
Michigan
$252K – – –
JGIA
95
Jackson Grant Investment Advisers
Connecticut
$224K -$16.4K -253 -7%
JWCA
96
J.W. Cole Advisors
Florida
$216K +$216K +3,326 New
PAM
97
Palisade Asset Management
Minnesota
$202K +$202K +3,100 New
PAG
98
Paladin Advisory Group
Iowa
$198K – – –
HIA
99
Harbor Investment Advisory
Maryland
$181K – – –
CFD
100
Creative Financial Designs
Indiana
$181K +$2.8K +43 +2%
2 3
4
5 6