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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

127 hedge funds and large institutions have $348M invested in ProShares Russell 2000 Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
44
Reduced
49
Closed
8
Calls
$436K
Puts
–
Net Calls
+$436K
Net Calls Change
-$272K

Top Buyers

1
P
&Partners
Tennessee
+$2.25M
2
NEPWA
New England Private Wealth Advisors
Massachusetts
+$1.96M
3
Ameriprise
Ameriprise
Minnesota
+$1.22M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.18M
5
FWM
ForthRight Wealth Management
Georgia
+$1.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.7M
2
UBS Group
UBS Group
Switzerland
-$4.48M
3
Morgan Stanley
Morgan Stanley
New York
-$2.83M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.55M
5
Raymond James Financial
Raymond James Financial
Florida
-$597K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$543K +$65 +1 +0%
GWM
52
Geneos Wealth Management
Colorado
$518K -$445K -6,833 -46%
WIA
53
World Investment Advisors
California
$517K – – –
DAS
54
Dynamic Advisor Solutions
Arizona
$510K +$8.13K +125 +2%
CIAS
55
CFS Investment Advisory Services
New Jersey
$490K +$104K +1,594 +27%
JWCA
56
J.W. Cole Advisors
Florida
$445K +$28.3K +435 +7%
LAM
57
Lewis Asset Management
California
$445K -$78.5K -1,207 -15%
TCWM
58
Total Clarity Wealth Management
Illinois
$432K -$8.72K -134 -2%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$392K -$11.5K -169 -3%
William Blair & Company
60
William Blair & Company
Illinois
$387K – – –
KCFA
61
Key Client Fiduciary Advisors
New Jersey
$385K – – –
AB
62
Atlas Brown
Kentucky
$378K -$2.67K -41 -0.7%
CP
63
Creekside Partners
California
$357K -$6.64K -102 -2%
NA
64
NewEdge Advisors
Louisiana
$352K +$26.2K +402 +8%
KIA
65
Kraematon Investment Advisors
Massachusetts
$340K -$9.5K -146 -3%
HighTower Advisors
66
HighTower Advisors
Illinois
$333K +$11K +169 +3%
AWA
67
Acorn Wealth Advisors
Michigan
$332K +$4.56K +70 +1%
CAL
68
Capital Advisors Ltd
Ohio
$322K +$24.6K +377 +8%
BRWA
69
B. Riley Wealth Advisors
Florida
$314K +$314K +4,819 New
AAS
70
Avantax Advisory Services
Texas
$286K +$9.89K +152 +4%
BCA
71
Bay Capital Advisors
Virginia
$286K – – –
RRA
72
Round Rock Advisors
Connecticut
$278K -$65 -1 -0%
Jane Street
73
Jane Street
New York
$273K +$273K +4,196 New
WWM
74
Western Wealth Management
Colorado
$272K +$781 +12 +0.3%
MAM
75
MWA Asset Management
Massachusetts
$265K -$97.6K -1,500 -27%
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