We are live on ! Find out more
SMDV icon

ProShares Russell 2000 Dividend Growers ETF
SMDV

130 hedge funds and large institutions have $363M invested in ProShares Russell 2000 Dividend Growers ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

Funds ownership: 53.7% → 53.7% (-0%)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

8% less funds holding

Funds holding: 142 → 130 (-12)

38% less capital invested

Capital invested by funds: $581M → $363M (-$218M)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
130
Holders Change
-12
Holders Change %
-8.45%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
39
Reduced
41
Closed
16
Calls
$708K
Puts
–
Net Calls
+$708K
Net Calls Change
+$133K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.86M
2
Truist Financial
Truist Financial
North Carolina
+$1.58M
3
Two Sigma Investments
Two Sigma Investments
New York
+$901K
4
Citadel Advisors
Citadel Advisors
Florida
+$746K
5
P
&Partners
Tennessee
+$668K

Top Sellers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$201M
2
Wells Fargo
Wells Fargo
California
-$2.65M
3
NEPWA
New England Private Wealth Advisors
Massachusetts
-$2.03M
4
WI
WBI Investments
New Jersey
-$1.67M
5
LWMNY
Landmark Wealth Management (New York)
New York
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
26
Jacobi Capital Management
Pennsylvania
$1.88M -$81K -1,196 -4%
Ameriprise
27
Ameriprise
Minnesota
$1.68M +$189K +2,787 +12%
EFS
28
Essex Financial Services
Connecticut
$1.65M -$45K -665 -3%
PPW
29
Parcion Private Wealth
Washington
$1.63M – – –
PI
30
PFG Investments
New York
$1.53M +$6.37K +94 +0.4%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.51M -$979K -14,452 -39%
Goldman Sachs
32
Goldman Sachs
New York
$1.46M +$162K +2,399 +12%
EH
33
Equitable Holdings
New York
$1.27M +$121K +1,790 +10%
UAS
34
United Asset Strategies
New York
$1.14M +$10.4K +154 +0.9%
WI
35
WBI Investments
New Jersey
$1.07M -$1.67M -24,674 -60%
TWM
36
Trueblood Wealth Management
Ohio
$1.02M – – –
NFG
37
Nations Financial Group
Iowa
$1.01M +$103K +1,519 +11%
Citadel Advisors
38
Citadel Advisors
Florida
$998K +$746K +11,018 +263%
WS
39
Wedbush Securities
California
$975K +$3.79K +56 +0.4%
GWM
40
Geneos Wealth Management
Colorado
$970K +$518K +7,655 +107%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$934K -$173K -2,558 -15%
HIS
42
Harvest Investment Services
Illinois
$920K +$14.3K +211 +2%
RCWM
43
Royal Capital Wealth Management
Indiana
$814K -$28.4K -420 -3%
NFA
44
Northwest Financial Advisors
Virginia
$789K – – –
CFP
45
Cascade Financial Partners
California
$767K – – –
BPA
46
Beacon Pointe Advisors
California
$657K – – –
Comerica Bank
47
Comerica Bank
Texas
$638K +$21.3K +315 +3%
TRCT
48
Tower Research Capital (TRC)
New York
$583K +$539K +7,966 +857%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$572K +$101K +1,493 +21%
LMKC
50
L.M. Kohn & Company
Ohio
$565K +$37.9K +559 +7%
1
2
3 4 5

SMDV Hedge Fund Activity: Q1 2025 in Review

130 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q1 2025, worth a combined $363M — down 38% from $581M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SMDV and 7 opened new positions — a net loss of 9 holders — while 41 trimmed existing stakes and 39 added.

The largest buyer was Envestnet Asset Management, adding an estimated $2.86M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $201M sold.

  • 130 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q1 2025, down from 142 in Q4 2024.
  • Funds reported $363M of ProShares Russell 2000 Dividend Growers ETF stock for Q1 2025, down 38% quarter-over-quarter.
  • 7 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q1 2025 and 16 closed out, a net change of -9 holders.
  • The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $2.86M added.
  • The largest ProShares Russell 2000 Dividend Growers ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2025.