ProShares Russell 2000 Dividend Growers ETF
SMDV
70 hedge funds and large institutions have $196M invested in ProShares Russell 2000 Dividend Growers ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
44% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 18
17% more funds holding
Funds holding: 60 → 70 (+10)
4% more capital invested
Capital invested by funds: $188M → $196M (+$8.14M)
0.95% more ownership
Funds ownership: 46.85% → 47.8% (+0.95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.7M |
| 2 |
AWS
AJ Wealth Strategies
New York
|
+$2.65M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$1.39M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.16M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$7.03M |
| 2 |
OA
Oxbow Advisors
Austin,
Texas
|
-$2.59M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.37M |
| 4 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$1.31M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.1M |
SMDV Hedge Fund Activity: Q2 2018 in Review
70 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q2 2018, worth a combined $196M — up 4.3% from $188M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SMDV positions and 3 closed out — a net gain of 11 holders — while 26 added to existing stakes and 18 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.7M. The largest seller was HighTower Advisors, cutting an estimated $7.03M.
- 70 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q2 2018, up from 60 in Q1 2018.
- Funds reported $196M of ProShares Russell 2000 Dividend Growers ETF stock for Q2 2018, up 4.3% quarter-over-quarter.
- 14 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q2 2018 and 3 closed out, a net change of +11 holders.
- The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q2 2018 was Wells Fargo, an estimated $2.7M added.
- The largest ProShares Russell 2000 Dividend Growers ETF seller in Q2 2018 was HighTower Advisors, an estimated $7.03M sold.
Based on aggregated 13F filings for Q2 2018.