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ProShares Russell 2000 Dividend Growers ETF (SMDV) Institutional Ownership

ProShares Russell 2000 Dividend Growers ETF logo
$68.86 +0.26 (+0.38%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for ProShares Russell 2000 Dividend Growers ETF (BATS:SMDV)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$35.38M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$110.21M
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SMDV Institutional Buying and Selling by Quarter

ProShares Russell 2000 Dividend Growers ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 World Investment Advisors LLC7,951$551K0.0%+12.5%0.065%
11/25/2024 Sanctuary Advisors LLC55,649$4.17M0.0%-5.4%0.456%
11/15/2024 Jane Street Group LLC3,642$252K0.0%-66.8%0.030%
11/15/2024 Stifel Financial Corp49,273$3.41M0.0%-1.7%0.404%
11/15/2024 Benjamin Edwards Inc.5,098$353K0.0%N/A0.042%
11/15/2024 Royal Capital Wealth Management LLC12,845$890K0.6%-9.4%0.105%
11/14/2024 L.M. Kohn & Company8,533$591K0.1%+5.8%0.070%
11/13/2024 Acorn Wealth Advisors LLC5,635$390K0.2%-11.4%0.046%
11/12/2024 Palisade Asset Management LLC3,100$215K0.0%N/A0.025%
11/9/2024 Creekside Partners4,224$293K0.2%-12.7%0.035%
11/8/2024 MWA Asset Management5,546$384K0.3%+48.1%0.045%
11/6/2024 KPP Advisory Services LLC3,698$256K0.1%-5.6%0.030%
11/5/2024 Nations Financial Group Inc. IA ADV14,197$983K0.1%+6.2%0.116%
11/4/2024 Round Rock Advisors LLC4,276$296K0.1%-28.4%0.035%
11/1/2024 Heritage Wealth Management Inc.4,422$306K0.1%-8.2%0.036%
10/30/2024 Landmark Wealth Management LLC70,653$4.89M2.1%-9.1%0.579%
10/30/2024 United Advisor Group LLC41,232$2.86M0.6%+16.7%0.338%
10/29/2024 Arlington Trust Co LLC148,002$10.25M2.2%-2.1%1.213%
10/28/2024 Creative Financial Designs Inc. ADV2,912$202K0.0%+11.4%0.024%
10/28/2024 ForthRight Wealth Management LLC65,867$4.56M1.5%-1.9%0.540%
10/25/2024 Pinnacle Associates Ltd.18,873$1.23M0.0%+477.5%0.155%
10/24/2024 Arkadios Wealth Advisors13,172$912K0.1%-4.9%0.108%
10/23/2024 CWC Advisors LLC.3,250$225K0.2%N/A0.027%
10/23/2024 Trueblood Wealth Management LLC15,289$1.06M0.5%+9.6%0.125%
10/23/2024 Hennion & Walsh Asset Management Inc.11,455$793K0.0%+6.1%0.094%
10/22/2024 Private Advisor Group LLC10,605$735K0.0%-2.5%0.087%
10/22/2024 WT Wealth Management12,796$894K0.2%+21.7%0.105%
10/21/2024 Toth Financial Advisory Corp188,864$13.08M1.5%-1.3%1.548%
10/18/2024Raymond James & Associates47,027$3.26M0.0%+7.3%0.385%
10/18/2024Capital Investment Advisors LLC438,054$30.34M0.6%-0.9%3.591%
10/10/2024 Koshinski Asset Management Inc.2,964$205K0.0%-12.4%0.024%
10/10/2024 Lion Street Advisors LLC5,121$355K0.1%-19.4%0.042%
9/9/2024 Heritage Wealth Management Inc.4,817$294K0.1%N/A0.039%
9/5/2024 Sanctuary Advisors LLC58,821$3.62M0.0%N/A0.482%
8/30/2024 Creekside Partners4,841$301K0.2%N/A0.040%
8/27/2024 KPP Advisory Services LLC3,919$243K0.1%-5.2%0.032%
8/22/2024 Cetera Investment Advisers92,967$5.78M0.0%-5.9%0.762%
8/21/2024 Truist Financial Corp80,910$5.03M0.0%+20.1%0.663%
8/19/2024 B. Riley Wealth Advisors Inc.6,337$397K0.0%-16.7%0.052%
8/16/2024 Northwestern Mutual Wealth Management Co.40,183$2.50M0.0%+1.9%0.329%
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8/13/2024Benjamin F. Edwards & Company Inc.14,608$908K0.0%-23.0%0.120%
8/12/2024 Blair William & Co. IL5,946$369K0.0%-4.6%0.049%
8/12/2024 Mercer Global Advisors Inc. ADV17,821$1.11M0.0%N/A0.146%
8/9/2024 Total Clarity Wealth Management Inc.7,096$441K0.2%-2.3%0.058%
8/8/2024 Oppenheimer & Co. Inc.32,087$1.99M0.0%+1.7%0.263%
8/8/2024 New England Private Wealth Advisors LLC27,470$1.71M0.3%+6.4%0.225%
8/7/2024 Anson Capital Inc.3,394$211K0.2%+8.3%0.028%
8/7/2024 PFG Investments LLC22,855$1.42M0.1%+30.7%0.187%
8/6/2024 Arlington Trust Co LLC151,151$9.39M2.2%-0.8%1.239%
8/5/2024 Private Advisor Group LLC10,880$676K0.0%-3.3%0.089%
8/1/2024 United Asset Strategies Inc.16,986$1.06M0.1%+35.9%0.139%
7/31/2024 Essex Financial Services Inc.31,452$1.97M0.1%+13.3%0.258%
7/31/2024Commonwealth Equity Services LLC84,918$5.28M0.0%-3.6%0.696%
7/30/2024 WBI Investments LLC37,143$2.31M0.6%-4.7%0.304%
7/30/2024 Key Financial Inc549$34K0.0%+342.7%0.005%
7/29/2024 Nations Financial Group Inc. IA ADV13,368$830K0.1%-1.1%0.110%
7/29/2024 Arkadios Wealth Advisors13,852$861K0.1%N/A0.114%
7/26/2024 MWA Asset Management3,746$233K0.2%-7.2%0.031%
7/20/2024Raymond James Financial Services Advisors Inc.247,099$15.35M0.0%-0.1%2.025%
7/20/2024 Hennion & Walsh Asset Management Inc.10,799$671K0.0%-42.0%0.089%
7/19/2024Raymond James & Associates43,829$2.72M0.0%-1.9%0.359%
7/13/2024 ForthRight Wealth Management LLC67,162$4.17M1.5%+0.3%0.551%
7/12/2024 Lion Street Advisors LLC6,351$395K0.1%-24.2%0.052%
7/12/2024Capital Investment Advisors LLC441,891$27.45M0.6%-77.6%3.622%
5/24/2024Cetera Advisors LLC74,199$4.75M0.0%N/A0.608%
5/24/2024 Cetera Investment Advisers98,779$6.32M0.0%+9.8%0.810%
5/17/2024 Comerica Bank10,063$644K0.0%-15.8%0.082%
5/16/2024 B. Riley Wealth Advisors Inc.7,606$487K0.0%-3.0%0.062%
5/11/2024 Jacobi Capital Management LLC24,041$1.54M0.1%+5.2%0.197%
5/9/2024 SageView Advisory Group LLC4,977$319K0.0%N/A0.041%
5/8/2024 Avantax Advisory Services Inc.4,950$317K0.0%-12.1%0.041%
5/7/2024 Anson Capital Inc.3,135$201K0.3%N/A0.026%
5/7/2024Benedetti & Gucer Inc.4,222$270K0.1%-9.3%0.035%
5/7/2024 Oppenheimer & Co. Inc.31,564$2.02M0.0%+8.0%0.259%
5/4/2024 WBI Investments LLC38,990$2.50M0.5%+5.3%0.320%
5/2/2024 Lewis Asset Management LLC10,919$699K0.6%+10.5%0.090%
5/1/2024 Janney Montgomery Scott LLC3,514$225K0.0%-25.3%0.029%
4/30/2024 J.W. Cole Advisors Inc.3,623$232K0.0%+8.9%0.029%
4/29/2024Commonwealth Equity Services LLC88,076$5.64M0.0%-12.9%0.717%
4/29/2024Benjamin F. Edwards & Company Inc.18,978$1.22M0.0%-51.6%0.154%
4/24/2024 Landmark Wealth Management LLC44,158$2.83M1.3%+3.2%0.359%
4/24/2024 Essex Financial Services Inc.27,752$1.78M0.2%-2.1%0.226%
4/23/2024 United Asset Strategies Inc.12,500$800K0.1%+5.0%0.102%
4/23/2024 Nations Financial Group Inc. IA ADV13,513$865K0.1%+22.6%0.110%
4/23/2024Raymond James Financial Services Advisors Inc.247,254$15.83M0.0%+3.6%2.012%
4/22/2024 PFG Investments LLC17,490$1.12M0.1%+1.2%0.142%
4/18/2024 tru Independence LLC3,769$241K0.1%-23.5%0.031%
4/17/2024 Hennion & Walsh Asset Management Inc.18,625$1.19M0.1%-61.7%0.152%
4/16/2024 Toth Financial Advisory Corp191,886$12.28M1.5%+7.2%1.561%
4/15/2024Key Client Fiduciary Advisors LLC5,917$379K0.2%+24.7%0.048%
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4/8/2024Atlas Brown Inc.5,843$374K0.1%+8.8%0.043%
4/3/2024 Duncan Williams Asset Management LLC4,911$314K0.3%N/A0.036%
3/22/2024 PNC Financial Services Group Inc.634$41K0.0%N/A0.005%
3/15/2024 B. Riley Wealth Advisors Inc.7,839$510K0.0%+3.1%0.057%
2/14/2024 Jacobi Capital Management LLC22,847$1.49M0.2%+8.2%0.167%
2/14/2024 Visionary Wealth Advisors16,398$1.07M0.1%+2.8%0.120%
2/14/2024 CFS Investment Advisory Services LLC10,053$654K0.1%-62.9%0.073%
2/13/2024 Oppenheimer & Co. Inc.29,218$1.90M0.0%+18.2%0.213%
2/13/2024 Tower Research Capital LLC TRC 521$34K0.0%-92.7%0.004%
2/12/2024 Harvest Investment Services LLC12,219$794K0.4%+3.9%0.089%
(Data available from 1/1/2016 forward)

SMDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMDV shares?

During the previous two years, 124 institutional investors and hedge funds held shares of ProShares Russell 2000 Dividend Growers ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($34.85M), Capital Investment Advisors LLC ($30.34M), UBS Group AG ($30.04M), Raymond James Financial Services Advisors Inc. ($15.35M), LPL Financial LLC ($14.64M), Toth Financial Advisory Corp ($13.08M), and Arlington Trust Co LLC ($10.25M).Learn more on SMDV's institutional investors.

Which institutional investors have been buying ProShares Russell 2000 Dividend Growers ETF stock?

Of the 98 institutional investors that purchased ProShares Russell 2000 Dividend Growers ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital Investment Advisors LLC ($526.56K), Raymond James Financial Services Advisors Inc. ($116.12K), Arlington Trust Co LLC ($112.58K), LPL Financial LLC ($90.79K), Cetera Advisors LLC ($74.20K), UBS Group AG ($67.48K), and Sanctuary Advisors LLC ($58.82K).

How much institutional buying is happening at ProShares Russell 2000 Dividend Growers ETF?

Institutional investors have bought a total of 1,817,650 shares in the last 24 months. This purchase volume represents approximately $111.22M in transactions.

Which ProShares Russell 2000 Dividend Growers ETF major shareholders have been selling company stock?

Of the 74 institutional investors that sold ProShares Russell 2000 Dividend Growers ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Investment Advisors LLC ($1.53M), United Asset Strategies Inc. ($136.72K), Arlington Partners LLC ($94.37K), Insight Advisors LLC PA ($60.22K), UBS Group AG ($59.40K), Hennion & Walsh Asset Management Inc. ($37.84K), and CFS Investment Advisory Services LLC ($35.23K).

How much institutional selling is happening at ProShares Russell 2000 Dividend Growers ETF?

Institutional investors have sold a total of 2,307,909 shares in the last 24 months. This volume of shares sold represents approximately $142.21M in transactions.



This page (BATS:SMDV) was last updated on 12/21/2024 by MarketBeat.com Staff
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