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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

128 hedge funds and large institutions have $466M invested in ProShares Russell 2000 Dividend Growers ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
12
Increased
57
Reduced
38
Closed
10
Calls
–
Puts
$18K
Net Calls
-$18K
Net Calls Change
-$589K

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$7.93M
2
UAS
United Asset Strategies
New York
+$2.07M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.89M
4
WI
WBI Investments
New Jersey
+$1.65M
5
LPL Financial
LPL Financial
California
+$1.23M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$7.6M
2
TF
Theory Financial
Colorado
-$3.42M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.56M
4
IMOV
Investment Management of Virginia
Virginia
-$1.23M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$105M -$679K -11,117 -0.6%
CIA
2
Capital Investment Advisors
Georgia
$97.8M +$7.93M +129,895 +9%
Wells Fargo
3
Wells Fargo
California
$37.7M -$447K -7,330 -1%
UBS Group
4
UBS Group
Switzerland
$22.4M -$569K -9,324 -2%
Bank of America
5
Bank of America
North Carolina
$19.6M +$2.75K +45 +0%
Ameriprise
6
Ameriprise
Minnesota
$15.4M -$7.6M -124,767 -33%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$15.1M +$1.02M +16,765 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.7M +$1.12M +18,323 +8%
LPL Financial
9
LPL Financial
California
$12.4M +$1.23M +20,095 +11%
TFA
10
Toth Financial Advisory
Virginia
$10.7M +$517K +8,476 +5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.83M +$896K +14,678 +13%
AP
12
Arlington Partners
Alabama
$7.79M -$163K -2,666 -2%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$7.05M +$207K +3,399 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$5.93M -$1.56M -25,494 -21%
RJA
15
Raymond James & Associates
Florida
$4.52M +$298K +4,885 +7%
FWM
16
ForthRight Wealth Management
Georgia
$4.36M +$381K +6,240 +10%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.38M -$138K -2,263 -4%
IA
18
Insight Advisors
Pennsylvania
$3.32M +$194K +3,180 +6%
Truist Financial
19
Truist Financial
North Carolina
$3.2M +$238K +3,903 +8%
IA
20
IFG Advisory
Georgia
$2.88M -$82.8K -1,357 -3%
WI
21
WBI Investments
New Jersey
$2.69M +$1.65M +27,079 +160%
Stifel Financial
22
Stifel Financial
Missouri
$2.65M +$49.7K +815 +2%
SMC
23
Smith, Moore & Co
Missouri
$2.63M +$220K +3,600 +9%
LWMNY
24
Landmark Wealth Management (New York)
New York
$2.33M +$535K +8,762 +30%
UAS
25
United Asset Strategies
New York
$2.19M +$2.07M +137,766 +1,664%
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