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ProShares Russell 2000 Dividend Growers ETF (SMDV) Institutional Ownership

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$63.80
+0.40 (+0.63%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for ProShares Russell 2000 Dividend Growers ETF (BATS:SMDV)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$53.72M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$33.69M
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SMDV Institutional Buying and Selling by Quarter

ProShares Russell 2000 Dividend Growers ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Avantax Advisory Services Inc.4,950$317K0.0%-12.1%0.041%
5/7/2024 Anson Capital Inc.3,135$201K0.3%N/A0.026%
5/7/2024 Benedetti & 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%
4/29/2024 Benjamin 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%
4/23/2024 Raymond 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%
4/15/2024 Key Client Fiduciary Advisors LLC5,917$379K0.2%+24.7%0.048%
4/8/2024 Atlas Brown Inc.5,843$374K0.1%+8.8%0.043%
4/3/2024 Duncan Williams Asset Management LLC4,911$314K0.3%N/A0.036%
3/22/2024PNC Financial Services Group Inc.634$41K0.0%N/A0.005%
3/15/2024B. Riley Wealth Advisors Inc.7,839$510K0.0%+3.1%0.057%
2/14/2024Jacobi Capital Management LLC22,847$1.49M0.2%+8.2%0.167%
2/14/2024Visionary Wealth Advisors16,398$1.07M0.1%+2.8%0.120%
2/14/2024CFS 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%
2/13/2024Tower Research Capital LLC TRC 521$34K0.0%-92.7%0.004%
2/12/2024Harvest Investment Services LLC12,219$794K0.4%+3.9%0.089%
2/9/2024 WBI Investments LLC37,039$2.41M0.5%-19.6%0.271%
2/9/2024Wells Fargo & Company MN536,086$34.85M0.0%-3.5%3.916%
2/9/2024UBS Group AG462,095$30.04M0.0%-0.1%3.375%
2/8/2024WT Wealth Management14,522$944K0.4%+6.0%0.106%
2/8/2024Beacon Pointe Advisors LLC9,820$638K0.0%-10.9%0.072%
2/7/2024Avantax Advisory Services Inc.5,629$366K0.0%-6.1%0.041%
2/7/2024Northwest Financial Advisors13,297$864K0.7%N/A0.097%
2/6/2024 Palisade Asset Management LLC3,100$202K0.0%N/A0.023%
2/6/2024 Private Advisor Group LLC11,238$731K0.0%+20.2%0.082%
2/6/2024 Benjamin F. Edwards & Company Inc.39,194$2.55M0.1%-8.0%0.286%
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2/6/2024 Great Valley Advisor Group Inc.4,033$262K0.0%-12.9%0.029%
2/6/2024Howe & Rusling Inc.5,017$326K0.0%-4.2%0.037%
2/2/2024Truist Financial Corp51,866$3.37M0.0%-1.4%0.379%
2/2/2024New England Private Wealth Advisors LLC25,708$1.67M0.3%+0.9%0.188%
2/2/2024 Capital Advisors Ltd. LLC4,566$297K0.0%-37.1%0.033%
2/1/2024Jackson Grant Investment Advisers Inc.3,442$224K0.1%-6.8%0.025%
1/31/2024 J.W. Cole Advisors Inc.3,326$216K0.0%N/A0.024%
1/30/2024Scissortail Wealth Management LLC4,692$299K0.1%N/A0.034%
1/30/2024 United Asset Strategies Inc.11,900$774K0.1%+25.1%0.087%
1/29/2024Koshinski Asset Management Inc.6,590$428K0.1%-7.6%0.048%
1/29/2024 Round Rock Advisors LLC6,560$426K0.1%-3.5%0.048%
1/26/2024 Toth Financial Advisory Corp178,984$11.64M1.6%-0.5%1.307%
1/24/2024 Arlington Trust Co LLC149,020$9.69M2.7%+309.0%1.089%
1/24/2024 Total Clarity Wealth Management Inc.7,439$484K0.2%+5.0%0.054%
1/23/2024 Lewis Asset Management LLC9,881$642K0.6%N/A0.072%
1/22/2024 Landmark Wealth Management LLC42,802$2.78M1.4%+7.8%0.313%
1/22/2024 Miracle Mile Advisors LLC8,005$520K0.0%N/A0.058%
1/19/2024 Realta Investment Advisors5,402$351K0.1%-6.8%0.039%
1/19/2024 Pinnacle Associates Ltd.18,873$1.23M0.0%+59.0%0.138%
1/18/2024 Atlas Brown Inc.5,369$349K0.1%+4.0%0.039%
1/18/2024 Trueblood Wealth Management LLC13,948$907K0.6%N/A0.102%
1/17/2024 IFG Advisory LLC52,958$3.44M0.3%+3.1%0.387%
1/16/2024 Raymond James Financial Services Advisors Inc.238,697$15.52M0.0%-10.1%1.744%
1/16/2024 Raymond James & Associates49,263$3.20M0.0%-3.7%0.360%
1/12/2024 Kraematon Investment Advisors Inc.7,894$513K0.6%-26.9%0.058%
1/12/2024 Trilogy Capital Inc.5,459$355K0.0%-17.9%0.040%
1/11/2024 Dynamic Advisor Solutions LLC7,037$443K0.0%-2.3%0.051%
1/5/2024 Capital Investment Advisors LLC1,874,360$121.85M3.1%+2.5%13.691%
1/2/2024Anchor Investment Management LLC1,906$124K0.0%N/A0.014%
12/11/2023Headinvest LLC1,894$105K0.0%-52.9%0.014%
12/6/2023Citigroup Inc.4,302$243K0.0%+9.0%0.031%
12/4/2023WT Wealth Management13,696$775K0.3%+1.2%0.100%
11/16/2023 Essex Financial Services Inc.28,342$1.60M0.2%+3.0%0.207%
11/15/2023Integrated Wealth Concepts LLC66,976$3.79M0.1%+3.8%0.489%
11/15/2023Dana Investment Advisors Inc.9,237$523K0.0%-25.6%0.067%
11/15/2023KPP Advisory Services LLC5,583$316K0.1%N/A0.041%
11/15/2023Royal Capital Wealth Management LLC16,943$959K0.9%-2.0%0.124%
11/14/2023Tower Research Capital LLC TRC7,133$404K0.0%+990.7%0.052%
11/13/2023Jacobi Capital Management LLC21,120$1.20M0.1%+4.6%0.154%
11/13/2023Stifel Financial Corp47,988$2.72M0.0%-4.0%0.351%
11/13/2023Visionary Wealth Advisors15,956$903K0.1%+14.4%0.117%
11/13/2023LPL Financial LLC258,815$14.64M0.0%+20.2%1.891%
11/9/2023Blair William & Co. IL6,235$353K0.0%+29.3%0.046%
11/9/2023UBS Group AG462,361$26.16M0.0%+17.1%3.377%
11/9/2023Howe & Rusling Inc.5,236$296K0.0%+3.8%0.038%
11/8/2023 Sowell Financial Services LLC41,017$2.32M0.1%+12.9%0.300%
11/8/2023J.P. Morgan Private Wealth Advisors LLC20,422$1.16M0.0%-9.4%0.149%
11/8/2023Avantax Advisory Services Inc.5,996$339K0.0%-49.1%0.044%
11/8/2023 Oppenheimer & Co. Inc.24,724$1.40M0.0%+5.9%0.181%
11/7/2023 United Asset Strategies Inc.9,516$538K0.1%+2.0%0.070%
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11/7/2023 Insight Advisors LLC PA27,219$1.54M0.4%-61.5%0.199%
11/7/2023 Great Valley Advisor Group Inc.4,632$262K0.0%-5.9%0.034%
11/6/2023 Sigma Planning Corp3,738$212K0.0%-62.3%0.027%
11/6/2023 PFG Investments LLC17,323$980K0.2%-42.9%0.127%
10/30/2023MWA Asset Management4,467$253K0.2%N/A0.033%
10/27/2023 Hennion & Walsh Asset Management Inc.11,486$650K0.0%N/A0.084%
10/26/2023 GPS Wealth Strategies Group LLC2,025$115K0.0%+15.4%0.015%
10/25/2023 Total Clarity Wealth Management Inc.7,085$401K0.2%+5.4%0.052%
10/24/2023 Arlington Partners LLC36,438$2.06M0.8%-71.1%0.266%
10/24/2023 Raymond James Financial Services Advisors Inc.265,574$15.03M0.0%+2.0%1.940%
(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, 122 institutional investors and hedge funds held shares of ProShares Russell 2000 Dividend Growers ETF. The most heavily invested institutionals were Capital Investment Advisors LLC ($121.85M), Wells Fargo & Company MN ($34.85M), UBS Group AG ($30.04M), Raymond James Financial Services Advisors Inc. ($15.83M), LPL Financial LLC ($14.64M), Toth Financial Advisory Corp ($12.28M), and Royal Bank of Canada ($12.05M).Learn more on SMDV's institutional investors.

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

Of the 97 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: CFS Investment Advisory Services LLC ($3.37M), Capital Investment Advisors LLC ($693.15K), Gradient Investments LLC ($302.93K), J.W. Cole Advisors Inc. ($167.24K), Raymond James Financial Services Advisors Inc. ($121.40K), Arlington Trust Co LLC ($112.58K), and LPL Financial LLC ($101.84K).

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

Institutional investors have bought a total of 6,067,452 shares in the last 24 months. This purchase volume represents approximately $367.62M in transactions.

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

Of the 72 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: CFS Investment Advisory Services LLC ($1.89M), Gradient Investments LLC ($1.74M), United Asset Strategies Inc. ($136.72K), Arlington Partners LLC ($96.95K), Wells Fargo & Company MN ($88.12K), UBS Group AG ($60.64K), and Insight Advisors LLC PA ($60.22K).

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

Institutional investors have sold a total of 4,456,089 shares in the last 24 months. This volume of shares sold represents approximately $257.76M in transactions.


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This page (BATS:SMDV) was last updated on 5/8/2024 by MarketBeat.com Staff

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