ProShares S&P SmallCap 600 Dividend Aristocrats ETF
SMDV
78 hedge funds and large institutions have $227M invested in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 10 closing their positions.
757% more capital inflows, than outflows
Capital inflows: $41.6M | Capital outflows: $4.86M
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
100% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 16
15% more funds holding
Funds holding: 68 → 78 (+10)
10.09% more ownership
Funds ownership: 40.45% → 50.53% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.03M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.31M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.71M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.54M |
| 5 |
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LexAurum Advisors
Overland Park,
Kansas
|
-$1.06M |
| 2 |
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$809K |
| 3 |
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$483K |
| 4 |
Tower Research Capital (TRC)
New York
|
-$434K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$354K |
SMDV Hedge Fund Activity: Q4 2018 in Review
78 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) for Q4 2018, worth a combined $227M — up 8.1% from $210M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SMDV positions and 10 closed out — a net gain of 11 holders — while 32 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.03M. The largest seller was LexAurum Advisors, exiting entirely with an estimated $1.06M sold.
- 78 institutional investors held ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) as of Q4 2018, up from 68 in Q3 2018.
- Funds reported $227M of ProShares S&P SmallCap 600 Dividend Aristocrats ETF stock for Q4 2018, up 8.1% quarter-over-quarter.
- 21 funds opened new ProShares S&P SmallCap 600 Dividend Aristocrats ETF positions in Q4 2018 and 10 closed out, a net change of +11 holders.
- The largest ProShares S&P SmallCap 600 Dividend Aristocrats ETF buyer in Q4 2018 was Morgan Stanley, an estimated $8.03M added.
- The largest ProShares S&P SmallCap 600 Dividend Aristocrats ETF seller in Q4 2018 was LexAurum Advisors, an estimated $1.06M sold.
Based on aggregated 13F filings for Q4 2018.