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ProShares Russell 2000 Dividend Growers ETF

116 hedge funds and large institutions have $467M invested in ProShares Russell 2000 Dividend Growers ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 28

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 116116 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.62% less ownership

Funds ownership: 57.97%57.35% (-0.62%)

9% less capital invested

Capital invested by funds: $513M → $467M (-$46.3M)

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
58
Reduced
28
Closed
11
Calls
$691K
Puts
Net Calls
+$691K
Net Calls Change
+$411K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
AllSquare Wealth Management
New York
-$4K -60 Closed
CFA
127
Carroll Financial Associates
North Carolina
-$2K -42 Closed

SMDV Hedge Fund Activity: Q3 2021 in Review

116 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q3 2021, worth a combined $467M — down 9% from $513M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMDV positions and 11 closed out — a net gain of 1 holder — while 58 added to existing stakes and 28 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $7.91M. The largest seller was Gradient Investments, cutting an estimated $38.2M.

  • 116 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $467M of ProShares Russell 2000 Dividend Growers ETF stock for Q3 2021, down 9% quarter-over-quarter.
  • 12 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q3 2021 and 11 closed out, a net change of +1 holder.
  • The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q3 2021 was Capital Investment Advisors, an estimated $7.91M added.
  • The largest ProShares Russell 2000 Dividend Growers ETF seller in Q3 2021 was Gradient Investments, an estimated $38.2M sold.

Based on aggregated 13F filings for Q3 2021.