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ProShares Russell 2000 Dividend Growers ETF

105 hedge funds and large institutions have $375M invested in ProShares Russell 2000 Dividend Growers ETF in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $343M → $375M (+$32.4M)

5% more funds holding

Funds holding: 100105 (+5)

1.71% more ownership

Funds ownership: 49.98%51.7% (+1.7%)

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
54
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74.4M -$920K -15,673 -1%
Wells Fargo
2
Wells Fargo
California
$46.8M +$4.84M +82,459 +12%
UBS Group
3
UBS Group
Switzerland
$44.6M +$3.77M +64,141 +9%
Bank of America
4
Bank of America
North Carolina
$34.2M +$6.19M +105,521 +22%
CIA
5
Capital Investment Advisors
Georgia
$30.3M +$2.44M +41,558 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$22.3M +$11.1M +188,649 +101%
CCP
7
Cardan Capital Partners
Colorado
$12.6M -$18.9K -322 -0.2%
LPL Financial
8
LPL Financial
California
$10.1M +$295K +5,026 +3%
RJA
9
Raymond James & Associates
Florida
$9.18M +$106K +1,814 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.84M -$3.49M -59,460 -31%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.1M +$380K +6,471 +6%
GVAG
12
Great Valley Advisor Group
Delaware
$6.57M +$381K +6,490 +6%
TFA
13
Toth Financial Advisory
Virginia
$6.41M +$242K +4,130 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.27M +$224K +3,820 +6%
Citigroup
15
Citigroup
New York
$4.21M +$114K +1,935 +3%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$3.56M +$249K +4,248 +8%
FAAS
17
First Allied Advisory Services
California
$3.53M +$228K +3,888 +7%
Ameriprise
18
Ameriprise
Minnesota
$3.52M +$685K +11,672 +24%
PFPT
19
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.39M +$30.7K +523 +0.9%
Jane Street
20
Jane Street
New York
$2.31M +$2.03M +34,623 +818%
AIP
21
Ahrens Investment Partners
Louisiana
$2.3M -$436K -7,430 -16%
LA
22
LexAurum Advisors
Kansas
$1.97M +$475K +8,085 +32%
WS
23
Wedbush Securities
California
$1.77M -$42.3K -721 -2%
Stifel Financial
24
Stifel Financial
Missouri
$1.56M -$10.7K -182 -0.7%
IA
25
IFP Advisors
Florida
$1.43M +$1.42M +24,173 New

SMDV Hedge Fund Activity: Q3 2019 in Review

105 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q3 2019, worth a combined $375M — up 9.5% from $343M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SMDV positions and 7 closed out — a net gain of 5 holders — while 54 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $11.1M. The largest seller was Royal Bank of Canada, cutting an estimated $3.49M.

  • 105 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q3 2019, up from 100 in Q2 2019.
  • Funds reported $375M of ProShares Russell 2000 Dividend Growers ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 12 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q3 2019 and 7 closed out, a net change of +5 holders.
  • The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q3 2019 was Raymond James Financial Services Advisors, an estimated $11.1M added.
  • The largest ProShares Russell 2000 Dividend Growers ETF seller in Q3 2019 was Royal Bank of Canada, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2019.