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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 %
GWSG
101
GPS Wealth Strategies Group
Colorado
$136K +$4.55K +70 +3%
AIM
102
Anchor Investment Management
South Carolina
$124K +$260 +4 +0.2%
CSC
103
Caldwell Sutter Capital
California
$121K +$3.9K +60 +3%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$102K -$2.73K -42 -3%
FWP
105
FAS Wealth Partners
Kansas
$98.4K +$975 +15 +1%
PB
106
Pinnacle Bancorp
Nebraska
$53.3K +$2.99K +46 +6%
SPIA
107
Steward Partners Investment Advisory
New York
$51.4K – – –
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$41.2K +$41.2K +634 New
TRCT
109
Tower Research Capital (TRC)
New York
$33.9K -$430K -6,612 -93%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$26K +$9.77K +150 +60%
PPC
111
Park Place Capital
Alabama
$23.2K -$3.25K -50 -12%
DWMG
112
DB Wealth Management Group
California
$16.7K +$195 +3 +1%
SIS
113
Sound Income Strategies
Florida
$16.6K +$16.6K +255 New
TSWM
114
Tyler-Stone Wealth Management
Ohio
$16.3K – – –
DAC
115
Dividend Assets Capital
South Carolina
$13K – – –
PS
116
Principal Securities
Iowa
$11.1K +$11.1K +170 New
GI
117
Gradient Investments
Minnesota
$11K -$35.4K -546 -76%
TWC
118
TD Waterhouse Canada
Ontario, Canada
$10.4K – – –
CJ
119
Caitlin John
Michigan
$10.1K +$10.1K +156 New
SSB
120
Sandy Spring Bank
Maryland
$9.43K – – –
KFI
121
Key Financial Inc
Pennsylvania
$8.06K -$4.75K -73 -37%
HI
122
Harbour Investments
Wisconsin
$6.5K – – –
NS
123
NBC Securities
Alabama
$6K – – –
AP
124
Aspect Partners
Virginia
$4.23K +$4.23K +65 New
CT
125
Colonial Trust
South Carolina
$3.85K – – –
2 3 4
5
6