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ProShares Russell 2000 Dividend Growers ETF

129 hedge funds and large institutions have $347M invested in ProShares Russell 2000 Dividend Growers ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 54 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 41

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.08% less ownership

Funds ownership: 53.84%53.76% (-0.08%)

1% less funds holding

Funds holding: 130129 (-1)

1% less capital invested

Capital invested by funds: $352M → $347M (-$5.22M)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
54
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
26
New England Private Wealth Advisors
Massachusetts
$2.01M +$2.07K +31 +0.1%
Two Sigma Investments
27
Two Sigma Investments
New York
$1.99M
JCM
28
Jacobi Capital Management
Pennsylvania
$1.89M -$3.88K -58 -0.2%
PPW
29
Parcion Private Wealth
Washington
$1.66M
EFS
30
Essex Financial Services
Connecticut
$1.47M -$103K -1,545 -7%
EH
31
Equitable Holdings
New York
$1.34M +$54.2K +810 +4%
PI
32
PFG Investments
New York
$1.15M -$2.81K -42 -0.2%
UAS
33
United Asset Strategies
New York
$1.1M +$23K +344 +2%
TWM
34
Trueblood Wealth Management
Ohio
$1.04M +$6.69K +100 +0.6%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.02M -$8.36K -125 -0.8%
NFG
36
Nations Financial Group
Iowa
$1M -$8.03K -120 -0.8%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$981K +$61.3K +916 +7%
WS
38
Wedbush Securities
California
$928K -$29.6K -442 -3%
HIS
39
Harvest Investment Services
Illinois
$887K -$71.4K -1,067 -7%
RCWM
40
Royal Capital Wealth Management
Indiana
$830K +$1.94K +29 +0.2%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$827K +$42.5K +636 +5%
Citadel Advisors
42
Citadel Advisors
Florida
$794K +$138K +2,058 +21%
CFP
43
Cascade Financial Partners
California
$779K
WI
44
WBI Investments
New Jersey
$778K -$329K -4,915 -30%
Goldman Sachs
45
Goldman Sachs
New York
$765K -$1.59M -23,837 -68%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$741K +$744K +11,126 New
NFA
47
Northwest Financial Advisors
Virginia
$699K -$13.4K -201 -2%
LMKC
48
L.M. Kohn & Company
Ohio
$685K +$32.9K +492 +5%
Comerica Bank
49
Comerica Bank
Texas
$665K +$20.2K +302 +3%
GWP
50
Gen-Wealth Partners
Michigan
$594K +$596K +8,918 New

SMDV Hedge Fund Activity: Q3 2025 in Review

129 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q3 2025, worth a combined $347M — down 1.5% from $352M a quarter earlier.

Fund positioning in SMDV was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 54 added to existing stakes and 41 trimmed.

The largest buyer was UBS Group, adding an estimated $2.28M. The largest seller was Morgan Stanley, cutting an estimated $7.25M.

  • 129 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q3 2025, down from 130 in Q2 2025.
  • Funds reported $347M of ProShares Russell 2000 Dividend Growers ETF stock for Q3 2025, down 1.5% quarter-over-quarter.
  • 8 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q3 2025 and 8 closed out, a net change of 0 holders.
  • The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q3 2025 was UBS Group, an estimated $2.28M added.
  • The largest ProShares Russell 2000 Dividend Growers ETF seller in Q3 2025 was Morgan Stanley, an estimated $7.25M sold.

Based on aggregated 13F filings for Q3 2025.