ProShares Russell 2000 Dividend Growers ETF
SMDV
130 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, 46 increasing their positions, 51 reducing their positions, and 11 closing their positions.
24,100% more call options, than puts
Call options by funds: $3.15M | Put options by funds: $13K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
35% more capital invested
Capital invested by funds: $443M → $597M (+$154M)
13.27% more ownership
Funds ownership: 58.14% → 71.41% (+13%)
2% more funds holding
Funds holding: 127 → 130 (+3)
10% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$86.2M |
| 2 |
AT
Arlington Trust
Birmingham,
Alabama
|
+$6.6M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$2.73M |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$2.18M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.79M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.79M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.34M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.32M |
SMDV Hedge Fund Activity: Q4 2023 in Review
130 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q4 2023, worth a combined $597M — up 35% from $443M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SMDV positions and 11 closed out — a net gain of 4 holders — while 46 added to existing stakes and 51 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $86.2M. The largest seller was Ameriprise, cutting an estimated $5.79M.
- 130 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q4 2023, up from 127 in Q3 2023.
- Funds reported $597M of ProShares Russell 2000 Dividend Growers ETF stock for Q4 2023, up 35% quarter-over-quarter.
- 15 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q4 2023 and 11 closed out, a net change of +4 holders.
- The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q4 2023 was Morgan Stanley, an estimated $86.2M added.
- The largest ProShares Russell 2000 Dividend Growers ETF seller in Q4 2023 was Ameriprise, an estimated $5.79M sold.
Based on aggregated 13F filings for Q4 2023.