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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

130 hedge funds and large institutions have $346M invested in ProShares Russell 2000 Dividend Growers ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
33
Reduced
48
Closed
14
Calls
$640K
Puts
–
Net Calls
+$640K
Net Calls Change
+$236K

Top Buyers

1
LWMNY
Landmark Wealth Management (New York)
New York
+$2.09M
2
UBS Group
UBS Group
Switzerland
+$1.98M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.41M
4
LPL Financial
LPL Financial
California
+$1.4M
5
Goldman Sachs
Goldman Sachs
New York
+$1.1M

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$95.1M
2
Morgan Stanley
Morgan Stanley
New York
-$8.01M
3
IA
IFG Advisory
Georgia
-$3.23M
4
Bank of America
Bank of America
North Carolina
-$2.23M
5
Citigroup
Citigroup
New York
-$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$302K -$5.96K -96 -2%
CP
77
Creekside Partners
California
$301K +$301K +4,841 New
HWMO
78
Heritage Wealth Management (Ohio)
Ohio
$294K +$294K +4,817 New
CAL
79
Capital Advisors Ltd
Ohio
$284K – – –
WWM
80
Western Wealth Management
Colorado
$269K – – –
KAS
81
KPP Advisory Services
Kentucky
$243K -$13.5K -217 -5%
LT
82
Legacy Trust
Michigan
$241K – – –
QC
83
Quadrature Capital
United Kingdom
$237K +$237K +3,816 New
MAM
84
MWA Asset Management
Massachusetts
$233K -$18K -290 -7%
Citigroup
85
Citigroup
New York
$230K -$1.93M -31,137 -89%
DC
86
Davenport & Co
Virginia
$225K – – –
JWCA
87
J.W. Cole Advisors
Florida
$225K +$62 +1 +0%
IWM
88
IHT Wealth Management
Illinois
$219K -$19.3K -311 -8%
JGIA
89
Jackson Grant Investment Advisers
Connecticut
$214K – – –
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$212K -$5.95K -96 -3%
AC
91
Anson Capital
Georgia
$211K +$16.1K +259 +8%
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$207K +$207K +3,384 New
PA
93
Pinnacle Associates
New York
$203K -$31.1K -500 -13%
AI
94
Atria Investments
North Carolina
$203K +$203K +3,265 New
HIA
95
Harbor Investment Advisory
Maryland
$173K – – –
HR
96
Howe & Rusling
New York
$167K -$136K -2,182 -45%
CFD
97
Creative Financial Designs
Indiana
$162K – – –
GWSG
98
GPS Wealth Strategies Group
Colorado
$151K -$3.48K -56 -2%
CSC
99
Caldwell Sutter Capital
California
$123K +$4.91K +79 +4%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$119K -$17.1K -276 -13%
2 3
4
5 6