ProShares Russell 2000 Dividend Growers ETF
SMDV
130 hedge funds and large institutions have $392M invested in ProShares Russell 2000 Dividend Growers ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 13 closing their positions.
13% more capital invested
Capital invested by funds: $346M → $392M (+$45.6M)
0.35% more ownership
Funds ownership: 53.94% → 54.29% (+0.35%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 49
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
2% less funds holding
Funds holding: 132 → 130 (-2)
40% less call options, than puts
Call options by funds: $291K | Put options by funds: $485K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMM
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
+$7.04M |
| 2 |
P
&Partners
Nashville,
Tennessee
|
+$5.69M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.97M |
| 4 |
PA
Pinnacle Associates
New York
|
+$1.05M |
| 5 |
LPL Financial
San Diego,
California
|
+$916K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.75M |
| 2 |
Goldman Sachs
New York
|
-$3.89M |
| 3 |
OC
Oppenheimer & Co
New York
|
-$1.99M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.01M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$495K |
SMDV Hedge Fund Activity: Q3 2024 in Review
130 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q3 2024, worth a combined $392M — up 13% from $346M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of SMDV and 12 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 46 added.
The largest buyer was Piedmont Capital Management (Montana), opening a new position worth an estimated $7.04M. The largest seller was UBS Group, cutting an estimated $4.75M.
- 130 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q3 2024, down from 132 in Q2 2024.
- Funds reported $392M of ProShares Russell 2000 Dividend Growers ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 12 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q3 2024 and 13 closed out, a net change of -1 holder.
- The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q3 2024 was Piedmont Capital Management (Montana), an estimated $7.04M added.
- The largest ProShares Russell 2000 Dividend Growers ETF seller in Q3 2024 was UBS Group, an estimated $4.75M sold.
Based on aggregated 13F filings for Q3 2024.