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ProShares Russell 2000 Dividend Growers ETF

130 hedge funds and large institutions have $352M invested in ProShares Russell 2000 Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.15% more ownership

Funds ownership: 53.7%53.84% (+0.15%)

0% more funds holding

Funds holding: 130130 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

3% less capital invested

Capital invested by funds: $363M → $352M (-$11M)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

Holders
130
Holders Change
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
45
Reduced
50
Closed
9
Calls
$436K
Puts
Net Calls
+$436K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.19M -$92.5K -1,451 -4%
NEPWA
27
New England Private Wealth Advisors
Massachusetts
$1.96M +$1.92M +30,078 New
Two Sigma Investments
28
Two Sigma Investments
New York
$1.95M -$121K -1,900 -6%
JCM
29
Jacobi Capital Management
Pennsylvania
$1.85M -$14.1K -222 -0.8%
PPW
30
Parcion Private Wealth
Washington
$1.62M
EFS
31
Essex Financial Services
Connecticut
$1.53M -$106K -1,659 -7%
EH
32
Equitable Holdings
New York
$1.25M -$8.29K -130 -0.7%
PI
33
PFG Investments
New York
$1.12M -$389K -6,100 -26%
WI
34
WBI Investments
New Jersey
$1.08M +$18K +283 +2%
UAS
35
United Asset Strategies
New York
$1.06M -$73.4K -1,151 -7%
TWM
36
Trueblood Wealth Management
Ohio
$1.01M
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.01M -$486K -7,631 -33%
NFG
38
Nations Financial Group
Iowa
$988K -$14K -220 -1%
HIS
39
Harvest Investment Services
Illinois
$936K +$22.4K +352 +3%
WS
40
Wedbush Securities
California
$935K -$31.6K -496 -3%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$898K -$27.9K -438 -3%
RCWM
42
Royal Capital Wealth Management
Indiana
$808K +$892 +14 +0.1%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$768K +$193K +3,031 +35%
CFP
44
Cascade Financial Partners
California
$761K
NFA
45
Northwest Financial Advisors
Virginia
$696K -$85.1K -1,335 -11%
BPA
46
Beacon Pointe Advisors
California
$651K
Citadel Advisors
47
Citadel Advisors
Florida
$641K -$342K -5,361 -35%
LMKC
48
L.M. Kohn & Company
Ohio
$637K +$74.8K +1,174 +14%
Comerica Bank
49
Comerica Bank
Texas
$629K -$3.19K -50 -0.5%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$599K +$323K +5,074 +123%

SMDV Hedge Fund Activity: Q2 2025 in Review

130 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q2 2025, worth a combined $352M — down 3% from $363M a quarter earlier.

Fund positioning in SMDV was balanced in Q2 2025: 9 funds opened new positions, 9 closed out, 45 added to existing stakes and 50 trimmed.

The largest buyer was &Partners, adding an estimated $2.2M. The largest seller was Wells Fargo, cutting an estimated $4.6M.

  • 130 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $352M of ProShares Russell 2000 Dividend Growers ETF stock for Q2 2025, down 3% quarter-over-quarter.
  • 9 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q2 2025 and 9 closed out, a net change of 0 holders.
  • The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q2 2025 was &Partners, an estimated $2.2M added.
  • The largest ProShares Russell 2000 Dividend Growers ETF seller in Q2 2025 was Wells Fargo, an estimated $4.6M sold.

Based on aggregated 13F filings for Q2 2025.