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ProShares Russell 2000 Dividend Growers ETF

134 hedge funds and large institutions have $340M invested in ProShares Russell 2000 Dividend Growers ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

1% more capital invested

Capital invested by funds: $335M → $340M (+$4.89M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.14% less ownership

Funds ownership: 54.52%54.38% (-0.14%)

1% less funds holding

Funds holding: 135134 (-1)

Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
52
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.22M +$95.1K +1,354 +4%
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$2.08M +$1.69K +24 +0.1%
JCM
28
Jacobi Capital Management
Pennsylvania
$1.91M +$70 +1 +0%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.84M
PPW
30
Parcion Private Wealth
Washington
$1.71M
FWM
31
ForthRight Wealth Management
Georgia
$1.26M -$4.86M -69,179 -79%
UAS
32
United Asset Strategies
New York
$1.25M +$88.2K +1,256 +7%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.22M -$421K -5,991 -25%
EFS
34
Essex Financial Services
Connecticut
$1.21M -$78.4K -1,116 -6%
NFG
35
Nations Financial Group
Iowa
$1.14M +$29.5K +420 +3%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$86.6K +1,232 +8%
TWM
37
Trueblood Wealth Management
Ohio
$1.07M -$12.4K -177 -1%
WS
38
Wedbush Securities
California
$986K +$28.1K +400 +3%
PI
39
PFG Investments
New York
$977K -$384K -5,472 -28%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$921K -$18.8K -267 -2%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$873K -$8.57K -122 -1%
HIS
42
Harvest Investment Services
Illinois
$871K +$10.8K +153 +1%
RCWM
43
Royal Capital Wealth Management
Indiana
$859K +$913 +13 +0.1%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$826K +$4.22K +60 +0.5%
CFP
45
Cascade Financial Partners
California
$799K -$5.97K -85 -0.7%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$682K +$696K +9,912 New
NFA
47
Northwest Financial Advisors
Virginia
$664K -$16.2K -230 -2%
GWM
48
Geneos Wealth Management
Colorado
$595K +$35.9K +511 +6%
GWP
49
Gen-Wealth Partners
Michigan
$562K -$111K -1,574 -16%
DAS
50
Dynamic Advisor Solutions
Arizona
$547K +$1.62K +23 +0.3%

SMDV Hedge Fund Activity: Q1 2026 in Review

134 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q1 2026, worth a combined $340M — up 1.5% from $335M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMDV positions and 6 closed out — a net gain of 3 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Equitable Holdings, adding an estimated $1.21M. The largest seller was ForthRight Wealth Management, cutting an estimated $4.86M.

  • 134 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q1 2026, down from 135 in Q4 2025.
  • Funds reported $340M of ProShares Russell 2000 Dividend Growers ETF stock for Q1 2026, up 1.5% quarter-over-quarter.
  • 9 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q1 2026 and 6 closed out, a net change of +3 holders.
  • The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q1 2026 was Equitable Holdings, an estimated $1.21M added.
  • The largest ProShares Russell 2000 Dividend Growers ETF seller in Q1 2026 was ForthRight Wealth Management, an estimated $4.86M sold.

Based on aggregated 13F filings for Q1 2026.