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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

125 hedge funds and large institutions have $348M invested in ProShares Russell 2000 Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 49 reducing their positions, and 8 closing their positions.

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
43
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
P
1
&Partners
Tennessee
$10.2M
2
NEPWA
2
New England Private Wealth Advisors
Massachusetts
$1.96M
3
Ameriprise
3
Ameriprise
Minnesota
$2.89M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.75M
5
FWM
5
ForthRight Wealth Management
Georgia
$5.56M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$22.7M
2
UBS Group
2
UBS Group
Switzerland
$24.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$70.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.9M
5
Raymond James Financial
5
Raymond James Financial
Florida
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.9M 1,090,179 -43,437 -4%
CIA
2
Capital Investment Advisors
Georgia
$27.3M 419,959 +1,730 +0.4%
UBS Group
3
UBS Group
Switzerland
$24.6M 377,984 -68,909 -15%
Wells Fargo
4
Wells Fargo
California
$22.7M 348,652 -72,175 -17%
Raymond James Financial
5
Raymond James Financial
Florida
$19.1M 293,006 -9,178 -3%
Bank of America
6
Bank of America
North Carolina
$18.2M 279,956 -2,893 -1%
LPL Financial
7
LPL Financial
California
$17.9M 274,509 +11,284 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.9M 198,490 -23,867 -11%
TFA
9
Toth Financial Advisory
Virginia
$12.5M 191,474 -2,765 -1%
P
10
&Partners
Tennessee
$10.2M 156,160 +34,547 +28%
AT
11
Arlington Trust
Alabama
$9.11M 140,033 -4,694 -3%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$8.15M 125,218 +422 +0.3%
Truist Financial
13
Truist Financial
North Carolina
$7.6M 116,781 +1,898 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.12M 94,117 +359 +0.4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.69M 87,490 -1,809 -2%
FWM
16
ForthRight Wealth Management
Georgia
$5.56M 85,395 +16,836 +25%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.75M 72,998 +18,136 +33%
SMC
18
Smith, Moore & Co
Missouri
$3.59M 55,164 +1,768 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.52M 54,029 -1,982 -4%
UAG
20
United Advisor Group
Ohio
$3.15M 48,451 -87 -0.2%
LWMNY
21
Landmark Wealth Management (New York)
New York
$3.11M 47,835 -56 -0.1%
Stifel Financial
22
Stifel Financial
Missouri
$3.08M 47,410 +504 +1%
Ameriprise
23
Ameriprise
Minnesota
$2.89M 44,356 +18,690 +73%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.66M 39,332 +4,338 +12%
Goldman Sachs
25
Goldman Sachs
New York
$2.3M 35,312 +13,053 +59%
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