We are live on ! Find out more
SMDV icon

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
PAG
51
Private Advisor Group
New Jersey
$552K +$38.4K +602 +8%
CFD
52
Creative Financial Designs
Indiana
$543K +$64 +1 +0%
GWM
53
Geneos Wealth Management
Colorado
$518K -$436K -6,833 -46%
WIA
54
World Investment Advisors
California
$517K
DAS
55
Dynamic Advisor Solutions
Arizona
$510K +$7.97K +125 +2%
CIAS
56
CFS Investment Advisory Services
New Jersey
$490K +$102K +1,594 +27%
JWCA
57
J.W. Cole Advisors
Florida
$445K +$27.7K +435 +7%
LAM
58
Lewis Asset Management
California
$445K -$76.9K -1,207 -15%
TCWM
59
Total Clarity Wealth Management
Illinois
$432K -$8.54K -134 -2%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$392K -$10.8K -169 -3%
William Blair & Company
61
William Blair & Company
Illinois
$387K
KCFA
62
Key Client Fiduciary Advisors
New Jersey
$385K
AB
63
Atlas Brown
Kentucky
$378K -$2.61K -41 -0.7%
CP
64
Creekside Partners
California
$357K -$6.5K -102 -2%
NA
65
NewEdge Advisors
Louisiana
$352K +$25.6K +402 +8%
KIA
66
Kraematon Investment Advisors
Massachusetts
$340K -$9.3K -146 -3%
HighTower Advisors
67
HighTower Advisors
Illinois
$333K +$10.8K +169 +3%
AWA
68
Acorn Wealth Advisors
Michigan
$332K +$4.46K +70 +1%
CAL
69
Capital Advisors Ltd
Ohio
$322K +$24K +377 +8%
BRWA
70
B. Riley Wealth Advisors
Florida
$314K +$307K +4,819 New
AAS
71
Avantax Advisory Services
Texas
$286K +$9.69K +152 +4%
BCA
72
Bay Capital Advisors
Virginia
$286K
RRA
73
Round Rock Advisors
Connecticut
$278K -$64 -1 -0%
Jane Street
74
Jane Street
New York
$273K +$267K +4,196 New
WWM
75
Western Wealth Management
Colorado
$272K +$765 +12 +0.3%

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.