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ProShares Russell 2000 Dividend Growers ETF

134 hedge funds and large institutions have $340M invested in ProShares Russell 2000 Dividend Growers ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

1% more capital invested

Capital invested by funds: $335M → $340M (+$4.89M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.14% less ownership

Funds ownership: 54.52%54.38% (-0.14%)

1% less funds holding

Funds holding: 135134 (-1)

Holders
134
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
52
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RRA
76
Round Rock Advisors
Connecticut
$289K -$2.6K -37 -0.9%
HWMO
77
Heritage Wealth Management (Ohio)
Ohio
$278K +$7.38K +105 +3%
AWA
78
Arkadios Wealth Advisors
Georgia
$274K +$211 +3 +0.1%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$272K +$15K +214 +6%
WB
80
WesBanco Bank
West Virginia
$271K
HR
81
Howe & Rusling
New York
$268K +$49.6K +706 +22%
LT
82
Legacy Trust
Michigan
$267K
WA
83
Waverly Advisors
Alabama
$258K +$6.82K +97 +3%
JWCA
84
J.W. Cole Advisors
Florida
$248K -$82.5K -1,174 -25%
KAS
85
KPP Advisory Services
Kentucky
$240K
JGIA
86
Jackson Grant Investment Advisers
Connecticut
$237K +$141 +2 +0.1%
Citigroup
87
Citigroup
New York
$232K +$4.92K +70 +2%
IWM
88
IHT Wealth Management
Illinois
$226K +$211 +3 +0.1%
MGIA
89
Moneta Group Investment Advisors
Missouri
$222K
MAM
90
MWA Asset Management
Massachusetts
$219K +$224K +3,190 New
WWM
91
Western Wealth Management
Colorado
$207K +$211K +3,007 New
BAM
92
Belpointe Asset Management
Nevada
$206K +$211K +2,996 New
MCM
93
MAI Capital Management
Ohio
$204K +$1.12K +16 +0.5%
CSC
94
Caldwell Sutter Capital
California
$178K -$3.23K -46 -2%
HIA
95
Harbor Investment Advisory
Maryland
$157K
CAL
96
Capital Advisors Ltd
Ohio
$144K -$178K -2,536 -55%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$139K +$41.4K +589 +41%
AIM
98
Anchor Investment Management
South Carolina
$88.1K -$17.4K -247 -16%
HI
99
Harbour Investments
Wisconsin
$74.7K -$82.2K -1,170 -52%
US Bancorp
100
US Bancorp
Minnesota
$68.8K

SMDV Hedge Fund Activity: Q1 2026 in Review

134 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ProShares Russell 2000 Dividend Growers ETF (SMDV) for Q1 2026, worth a combined $340M — up 1.5% from $335M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMDV positions and 6 closed out — a net gain of 3 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Equitable Holdings, adding an estimated $1.21M. The largest seller was ForthRight Wealth Management, cutting an estimated $4.86M.

  • 134 institutional investors held ProShares Russell 2000 Dividend Growers ETF (SMDV) as of Q1 2026, down from 135 in Q4 2025.
  • Funds reported $340M of ProShares Russell 2000 Dividend Growers ETF stock for Q1 2026, up 1.5% quarter-over-quarter.
  • 9 funds opened new ProShares Russell 2000 Dividend Growers ETF positions in Q1 2026 and 6 closed out, a net change of +3 holders.
  • The largest ProShares Russell 2000 Dividend Growers ETF buyer in Q1 2026 was Equitable Holdings, an estimated $1.21M added.
  • The largest ProShares Russell 2000 Dividend Growers ETF seller in Q1 2026 was ForthRight Wealth Management, an estimated $4.86M sold.

Based on aggregated 13F filings for Q1 2026.