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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
GWM
51
Geneos Wealth Management
Colorado
$531K +$1.2K +18 +0.2%
CIAS
52
CFS Investment Advisory Services
New Jersey
$526K +$20.8K +311 +4%
DAS
53
Dynamic Advisor Solutions
Arizona
$526K +$3.48K +52 +0.7%
WIA
54
World Investment Advisors
California
$519K -$10.6K -159 -2%
PAG
55
Private Advisor Group
New Jersey
$511K -$54.6K -817 -10%
LSA
56
Lion Street Advisors
Texas
$498K +$310K +4,634 +148%
LAM
57
Lewis Asset Management
California
$456K +$803 +12 +0.2%
JWCA
58
J.W. Cole Advisors
Florida
$450K -$5.95K -89 -1%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$448K +$65.9K +985 +17%
TCWM
60
Total Clarity Wealth Management
Illinois
$435K -$7.42K -111 -2%
BPA
61
Beacon Pointe Advisors
California
$409K -$259K -3,879 -39%
KCFA
62
Key Client Fiduciary Advisors
New Jersey
$394K
AB
63
Atlas Brown
Kentucky
$386K -$1.81K -27 -0.5%
William Blair & Company
64
William Blair & Company
Illinois
$382K -$14.4K -216 -4%
CP
65
Creekside Partners
California
$366K +$334 +5 +0.1%
KIA
66
Kraematon Investment Advisors
Massachusetts
$350K +$1.87K +28 +0.5%
NA
67
NewEdge Advisors
Louisiana
$341K -$19.7K -294 -5%
HighTower Advisors
68
HighTower Advisors
Illinois
$337K -$4.41K -66 -1%
CAL
69
Capital Advisors Ltd
Ohio
$330K +$134 +2 +0%
BRWA
70
B. Riley Wealth Advisors
Florida
$321K
BCA
71
Bay Capital Advisors
Virginia
$293K
AWA
72
Acorn Wealth Advisors
Michigan
$285K -$55K -823 -16%
RRA
73
Round Rock Advisors
Connecticut
$285K
HWMO
74
Heritage Wealth Management (Ohio)
Ohio
$271K +$6.35K +95 +2%
DC
75
Davenport & Co
Virginia
$270K +$15.6K +233 +6%

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.