We are live on ! Find out more
SMDV icon

ProShares Russell 2000 Dividend Growers ETF

142 hedge funds and large institutions have $581M invested in ProShares Russell 2000 Dividend Growers ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,107% more call options, than puts

Call options by funds: $589K | Put options by funds: $14K

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

48% more capital invested

Capital invested by funds: $392M → $581M (+$189M)

16% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 43

9% more funds holding

Funds holding: 130142 (+12)

0.59% less ownership

Funds ownership: 54.29%53.7% (-0.59%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
142
Holders Change
+12
Holders Change %
+9.23%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
50
Reduced
43
Closed
7
Calls
$589K
Puts
$14K
Net Calls
+$575K
Net Calls Change
+$769K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$10.3K +$10.5K +148 +2,960%
EPW
127
Endeavor Private Wealth
Kansas
$9.47K +$9.92K +140 New
CA
128
CoreCap Advisors
Michigan
$9.4K +$71 +1 +0.7%
HWA
129
HHM Wealth Advisors
Tennessee
$8K +$8.36K +118 New
SWM
130
Spire Wealth Management
Virginia
$7.2K +$71 +1 +1%
PAG
131
Paladin Advisory Group
Iowa
$6.83K
HI
132
Harbour Investments
Wisconsin
$6.77K
PFA
133
Pathway Financial Advisers
Indiana
$6.57K +$6.95K +98 New
PTC
134
Private Trust Company
Ohio
$6.02K
PA
135
Parallel Advisors
California
$3.59K +$3.76K +53 New
AA
136
Addison Advisors
Vermont
$3.38K
CT
137
Colonial Trust
South Carolina
$3.16K
PSFG
138
Park Square Financial Group
Georgia
$2.98K +$3.12K +44 New
PPC
139
Park Place Capital
Alabama
$1.94K +$71 +1 +4%
OLVIG
140
Oliver Lagore Vanvalin Investment Group
Michigan
$1.35K -$1.06K -15 -43%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$947
JP Morgan Chase
142
JP Morgan Chase
New York
$677 -$2.06M -29,014 -100%
PCMM
143
Piedmont Capital Management (Montana)
Montana
-$7.34M -104,498 Closed
RIA
144
Realta Investment Advisors
Delaware
-$371K -5,356 Closed
Jane Street
145
Jane Street
New York
-$252K -3,642 Closed
FPB
146
First PREMIER Bank
South Dakota
-$58K -841 Closed
T
147
Tidemark
California
-$13.9K -200 Closed
NS
148
NBC Securities
Alabama
-$6K -100 Closed
HI
149
Hoey Investments
Pennsylvania
-$5.47K -88 Closed

SMDV Hedge Fund Activity: Q4 2024 in Review

142 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q4 2024, worth a combined $581M — up 48% from $392M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMDV positions and 7 closed out — a net gain of 14 holders — while 50 added to existing stakes and 43 trimmed.

The largest buyer was UBS Group, adding an estimated $2.14M. The largest seller was Piedmont Capital Management (Montana), exiting entirely with an estimated $7.34M sold.

  • 142 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q4 2024, up from 130 in Q3 2024.
  • Funds reported $581M of ProShares Russell 2000 Dividend Growers ETF stock for Q4 2024, up 48% quarter-over-quarter.
  • 21 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q4 2024 and 7 closed out, a net change of +14 holders.
  • The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q4 2024 was UBS Group, an estimated $2.14M added.
  • The largest ProShares Russell 2000 Dividend Growers ETF seller in Q4 2024 was Piedmont Capital Management (Montana), an estimated $7.34M sold.

Based on aggregated 13F filings for Q4 2024.