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LPL Financial Increases Stake in ProShares Russell 2000 ETF

LPL Financial LLC has enhanced its position in the ProShares Russell 2000 Dividend Growers ETF (BATS:SMDV), increasing its stake by 0.9% during the first quarter of 2023. According to a recent 13F filing with the Securities and Exchange Commission, LPL Financial now holds 263,225 shares of the ETF after acquiring an additional 2,430 shares during this period. This investment amounts to approximately $17,265,000, representing 2.57% of the ETF’s total shares.

Other institutional investors have also adjusted their holdings in the ProShares Russell 2000 Dividend Growers ETF. For instance, Tower Research Capital LLC entered a new position with an investment of about $63,000 during the fourth quarter of 2022. Waverly Advisors LLC increased its stake by 13.5% during the same period, bringing its total to 3,662 shares, valued at $248,000 after acquiring an additional 436 shares.

Wealth Enhancement Advisory Services LLC and Two Sigma Securities LLC also established new positions in the ETF, investing $360,000 and $404,000, respectively. Additionally, Dynamic Advisor Solutions LLC grew its holdings by 8.2%, acquiring 584 shares to reach a total of 7,715 shares, valued at approximately $506,000.

Current ETF Performance and Market Details

As of the latest trading session, shares of the ProShares Russell 2000 Dividend Growers ETF opened at $65.17. The ETF has experienced a 52-week low of $57.98 and a 52-week high of $76.90. Its fifty-day simple moving average stands at $65.47, while the two-hundred-day simple moving average is at $65.68. The market capitalization of the fund is approximately $654.26 million, with a price-to-earnings ratio of 16.56 and a beta of 0.84.

The ProShares Russell 2000 Dividend Growers ETF, which was launched on February 5, 2015, is designed to track an index of U.S. small-cap stocks known for their consistent dividend growth over a ten-year period. The fund’s stocks are equally weighted, providing a diversified approach to dividend investing within the small-cap market.

Investors seeking further insights into the ETF and its performance can explore reports on various financial platforms, including HoldingsChannel.com, which offers the latest 13F filings and insider trades related to the ProShares Russell 2000 Dividend Growers ETF.

This growing interest from institutional investors indicates a continued confidence in the potential of small-cap dividend-paying stocks, as they navigate the complexities of the current market landscape.

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