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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
MAM
76
MWA Asset Management
Massachusetts
$265K -$95.6K -1,500 -27%
AWA
77
Arkadios Wealth Advisors
Georgia
$259K -$6.18K -97 -2%
HWMO
78
Heritage Wealth Management (Ohio)
Ohio
$258K -$28.7K -450 -10%
WB
79
WesBanco Bank
West Virginia
$249K -$102K -1,600 -29%
DC
80
Davenport & Co
Virginia
$249K
KAS
81
KPP Advisory Services
Kentucky
$240K -$1.08K -17 -0.5%
IFG
82
Independent Financial Group
California
$239K +$234K +3,669 New
WA
83
Waverly Advisors
Alabama
$238K
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$234K +$3.19K +50 +1%
AC
85
Anson Capital
Georgia
$233K +$9.94K +156 +5%
IWM
86
IHT Wealth Management
Illinois
$225K +$255 +4 +0.1%
JGIA
87
Jackson Grant Investment Advisers
Connecticut
$225K +$127 +2 +0.1%
Citigroup
88
Citigroup
New York
$212K -$19.9K -312 -9%
CA
89
CWC Advisors
Oregon
$211K
MGIA
90
Moneta Group Investment Advisors
Missouri
$210K
LSA
91
Lion Street Advisors
Texas
$204K +$191 +3 +0.1%
HIA
92
Harbor Investment Advisory
Maryland
$181K
JP Morgan Chase
93
JP Morgan Chase
New York
$177K -$342K -5,362 -66%
HR
94
Howe & Rusling
New York
$177K +$12.4K +195 +8%
CSC
95
Caldwell Sutter Capital
California
$172K +$39.1K +614 +30%
MCM
96
MAI Capital Management
Ohio
$149K -$3.57K -56 -2%
HI
97
Harbour Investments
Wisconsin
$146K +$137K +2,143 +2,143%
GWSG
98
GPS Wealth Strategies Group
Colorado
$143K +$64 +1 +0%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$122K -$18.3K -287 -13%
AIM
100
Anchor Investment Management
South Carolina
$98.9K -$9.37K -147 -9%

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.