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
TRCT
101
Tower Research Capital (TRC)
New York
$85.8K -$483K -7,577 -85%
Lazard Asset Management
102
Lazard Asset Management
New York
$81K
US Bancorp
103
US Bancorp
Minnesota
$65.1K +$38.2K +600 +150%
SPIA
104
Steward Partners Investment Advisory
New York
$51.4K
Franklin Resources
105
Franklin Resources
California
$47.8K +$46.8K +735 New
FWP
106
FAS Wealth Partners
Kansas
$46.3K -$53.8K -844 -54%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$37.3K -$3.89K -61 -10%
KFI
108
Key Financial Inc
Pennsylvania
$35.7K
AWM
109
Ameliora Wealth Management
Switzerland
$32.5K
PS
110
Principal Securities
Iowa
$31.3K +$10.8K +169 +54%
AAS
111
Ameritas Advisory Services
Nebraska
$28.9K +$28.3K +444 New
WSFS
112
Wilmington Savings Fund Society
Delaware
$23.9K -$11.9K -186 -34%
AGWCA
113
Annis Gardner Whiting Capital Advisors
Florida
$22.5K +$21.9K +344 New
APW
114
Aventura Private Wealth
Florida
$17.9K +$127 +2 +0.7%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$17.7K
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$16.7K -$20.7K -325 -56%
GRP
117
Global Retirement Partners
California
$15.9K +$15.6K +245 New
ACA
118
Aptus Capital Advisors
Alabama
$14.2K +$64 +1 +0.5%
FIA
119
FNY Investment Advisers
New York
$13K +$12.7K +200 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$10K
SWM
121
Spire Wealth Management
Virginia
$6.96K +$64 +1 +0.9%
PAG
122
Paladin Advisory Group
Iowa
$6.57K
NS
123
NBC Securities
Alabama
$6K
PTC
124
Private Trust Company
Ohio
$5.79K
CA
125
CoreCap Advisors
Michigan
$4.88K -$574 -9 -11%

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.