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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

140 hedge funds and large institutions have $580M invested in ProShares Russell 2000 Dividend Growers ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
49
Reduced
42
Closed
7
Calls
$589K
Puts
$14K
Net Calls
+$575K
Net Calls Change
+$769K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$30.1M
2
P
&Partners
Tennessee
$7.52M
3
Goldman Sachs
Goldman Sachs
New York
$1.34M
4
LPL Financial
LPL Financial
California
$17.6M
5
Truist Financial
Truist Financial
North Carolina
$6.19M

Top Sellers

1
PCM
Piedmont Capital Management
Montana
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$677
3
PA
Pinnacle Associates
New York
$221K
4
Two Sigma Investments
Two Sigma Investments
New York
$1.25M
5
CIA
Capital Investment Advisors
Georgia
$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
76
Trilogy Capital
California
$340K -$12.3K -182 -3%
HighTower Advisors
77
HighTower Advisors
Illinois
$335K +$1.49K +22 +0.4%
CAL
78
Capital Advisors Ltd
Ohio
$309K – – –
HWMO
79
Heritage Wealth Management (Ohio)
Ohio
$299K – – –
BCA
80
Bay Capital Advisors
Virginia
$298K +$298K +4,400 New
RRA
81
Round Rock Advisors
Connecticut
$289K – – –
AAS
82
Avantax Advisory Services
Texas
$288K -$41K -606 -12%
Citadel Advisors
83
Citadel Advisors
Florida
$284K -$56.6K -837 -17%
WWM
84
Western Wealth Management
Colorado
$282K -$11.7K -173 -4%
LT
85
Legacy Trust
Michigan
$263K – – –
DC
86
Davenport & Co
Virginia
$259K – – –
Citigroup
87
Citigroup
New York
$253K -$135 -2 -0.1%
KAS
88
KPP Advisory Services
Kentucky
$250K +$68 +1 +0%
EWM
89
Empirical Wealth Management
Washington
$250K +$250K +3,691 New
WA
90
Waverly Advisors
Alabama
$248K +$29.5K +436 +14%
JWCA
91
J.W. Cole Advisors
Florida
$244K +$3.32K +49 +1%
IWM
92
IHT Wealth Management
Illinois
$236K -$4.87K -72 -2%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$236K -$12.1K -179 -5%
CWMGO
94
Capstone Wealth Management Group (Oregon)
Oregon
$235K +$235K +3,477 New
JGIA
95
Jackson Grant Investment Advisers
Connecticut
$234K +$271 +4 +0.1%
AC
96
Anson Capital
Georgia
$223K -$609 -9 -0.3%
PA
97
Pinnacle Associates
New York
$221K -$1.06M -15,605 -83%
CA
98
CWC Advisors
Oregon
$220K – – –
MGIA
99
Moneta Group Investment Advisors
Missouri
$218K +$218K +3,227 New
PAM
100
Palisade Asset Management
Minnesota
$210K – – –
2 3
4
5 6