ProShares Russell 2000 Dividend Growers ETF
SMDV
108 hedge funds and large institutions have $347M invested in ProShares Russell 2000 Dividend Growers ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
96% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 24
29% more capital invested
Capital invested by funds: $269M → $347M (+$78.6M)
13% more funds holding
Funds holding: 96 → 108 (+12)
1.16% more ownership
Funds ownership: 50.21% → 51.37% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$6.78M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$4.03M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.56M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.55M |
| 5 |
IMOV
Investment Management of Virginia
Richmond,
Virginia
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.59M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.31M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.5M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.48M |
| 5 |
Jane Street
New York
|
-$1.24M |
SMDV Hedge Fund Activity: Q4 2020 in Review
108 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q4 2020, worth a combined $347M — up 29% from $269M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SMDV positions and 9 closed out — a net gain of 13 holders — while 47 added to existing stakes and 24 trimmed.
The largest buyer was Dynamic Advisor Solutions, opening a new position worth an estimated $6.78M. The largest seller was UBS Group, cutting an estimated $8.59M.
- 108 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q4 2020, up from 96 in Q3 2020.
- Funds reported $347M of ProShares Russell 2000 Dividend Growers ETF stock for Q4 2020, up 29% quarter-over-quarter.
- 22 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q4 2020 and 9 closed out, a net change of +13 holders.
- The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q4 2020 was Dynamic Advisor Solutions, an estimated $6.78M added.
- The largest ProShares Russell 2000 Dividend Growers ETF seller in Q4 2020 was UBS Group, an estimated $8.59M sold.
Based on aggregated 13F filings for Q4 2020.