ProShares Russell 2000 Dividend Growers ETF
SMDV
56 hedge funds and large institutions have $203M invested in ProShares Russell 2000 Dividend Growers ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
73% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 15
12% more funds holding
Funds holding: 50 → 56 (+6)
8% more capital invested
Capital invested by funds: $188M → $203M (+$15M)
0.11% more ownership
Funds ownership: 47.72% → 47.83% (+0.11%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$5.02M |
| 2 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
+$2.32M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.63M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.14M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Concert Wealth Management
San Jose,
California
|
-$2.54M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.29M |
| 3 |
Morgan Stanley
New York
|
-$2.03M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$841K |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$805K |
SMDV Hedge Fund Activity: Q2 2017 in Review
56 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q2 2017, worth a combined $203M — up 8% from $188M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SMDV positions and 7 closed out — a net gain of 6 holders — while 26 added to existing stakes and 15 trimmed.
The largest buyer was UBS Group, adding an estimated $5.02M. The largest seller was Concert Wealth Management, cutting an estimated $2.54M.
- 56 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q2 2017, up from 50 in Q1 2017.
- Funds reported $203M of ProShares Russell 2000 Dividend Growers ETF stock for Q2 2017, up 8% quarter-over-quarter.
- 13 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q2 2017 and 7 closed out, a net change of +6 holders.
- The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q2 2017 was UBS Group, an estimated $5.02M added.
- The largest ProShares Russell 2000 Dividend Growers ETF seller in Q2 2017 was Concert Wealth Management, an estimated $2.54M sold.
Based on aggregated 13F filings for Q2 2017.