We are live on ! Find out more
SMDV icon

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
TC
76
Trilogy Capital
California
$340K -$12.9K -182 -3%
HighTower Advisors
77
HighTower Advisors
Illinois
$335K +$1.56K +22 +0.4%
CAL
78
Capital Advisors Ltd
Ohio
$309K
PPG
79
Peak Planning Group
Colorado
$301K -$103K -1,454 -25%
HWMO
80
Heritage Wealth Management (Ohio)
Ohio
$299K
BCA
81
Bay Capital Advisors
Virginia
$298K +$312K +4,400 New
RRA
82
Round Rock Advisors
Connecticut
$289K
AAS
83
Avantax Advisory Services
Texas
$288K -$43K -606 -12%
Citadel Advisors
84
Citadel Advisors
Florida
$284K -$59.3K -837 -17%
WWM
85
Western Wealth Management
Colorado
$282K -$12.3K -173 -4%
LT
86
Legacy Trust
Michigan
$263K
DC
87
Davenport & Co
Virginia
$259K
Citigroup
88
Citigroup
New York
$253K -$142 -2 -0.1%
KAS
89
KPP Advisory Services
Kentucky
$250K +$71 +1 +0%
EWM
90
Empirical Wealth Management
Washington
$250K +$262K +3,691 New
WA
91
Waverly Advisors
Alabama
$248K +$30.9K +436 +14%
JWCA
92
J.W. Cole Advisors
Florida
$244K +$3.47K +49 +1%
IFG
93
Independent Financial Group
California
$242K +$15.7K +222 +7%
IWM
94
IHT Wealth Management
Illinois
$236K -$5.1K -72 -2%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$236K -$12.7K -179 -5%
CWMGO
96
Capstone Wealth Management Group (Oregon)
Oregon
$235K +$246K +3,477 New
JGIA
97
Jackson Grant Investment Advisers
Connecticut
$234K +$284 +4 +0.1%
AC
98
Anson Capital
Georgia
$223K -$638 -9 -0.3%
PA
99
Pinnacle Associates
New York
$221K -$1.11M -15,605 -83%
CA
100
CWC Advisors
Oregon
$220K

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.