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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 %
AIM
101
Anchor Investment Management
South Carolina
$119K – – –
FWP
102
FAS Wealth Partners
Kansas
$94.5K – – –
TRCT
103
Tower Research Capital (TRC)
New York
$88.4K -$304K -4,890 -77%
FPB
104
First PREMIER Bank
South Dakota
$52K – – –
SPIA
105
Steward Partners Investment Advisory
New York
$49.1K – – –
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$39.4K – – –
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$37.4K +$37.4K +17,821 New
KFI
108
Key Financial Inc
Pennsylvania
$34.1K +$26.4K +425 +343%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$19K +$1.44K +23 +8%
TSWM
110
Tyler-Stone Wealth Management
Ohio
$15.5K – – –
PS
111
Principal Securities
Iowa
$10.6K – – –
CAS
112
Coppell Advisory Solutions
Texas
$9.88K +$9.88K +159 New
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$9.31K – – –
CA
114
CoreCap Advisors
Michigan
$8.56K – – –
PPC
115
Park Place Capital
Alabama
$8.2K -$14K -225 -63%
SWM
116
Spire Wealth Management
Virginia
$6.46K +$6.46K +104 New
HI
117
Harbour Investments
Wisconsin
$6.21K – – –
TFF
118
The Family Firm
Maryland
$6.21K +$6.21K +100 New
PAG
119
Paladin Advisory Group
Iowa
$6.2K – – –
NS
120
NBC Securities
Alabama
$6K – – –
CA
121
Continuum Advisory
Idaho
$5.59K – – –
PTC
122
Private Trust Company
Ohio
$5.53K – – –
HI
123
Hoey Investments
Pennsylvania
$5.47K +$5.47K +88 New
AP
124
Aspect Partners
Virginia
$3.42K – – –
CT
125
Colonial Trust
South Carolina
$3.32K -$246 -4 -7%
2 3 4
5
6