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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
Franklin Resources
101
Franklin Resources
California
$49K
FWP
102
FAS Wealth Partners
Kansas
$48K +$602 +9 +1%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$38.2K
ASN
104
Advisory Services Network
Georgia
$36.8K +$36.9K +552 New
KFI
105
Key Financial Inc
Pennsylvania
$36.4K
AWM
106
Ameliora Wealth Management
Switzerland
$33.3K
PS
107
Principal Securities
Iowa
$32.1K
WANY
108
Wealthspire Advisors (New York)
New York
$29K +$29.1K +435 New
AAS
109
Ameritas Advisory Services
Nebraska
$23K -$6.69K -100 -23%
APW
110
Aventura Private Wealth
Florida
$18.4K
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$18.1K
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$17.1K
WTC
113
WhitTier Trust Company
Nevada
$16.6K +$16.7K +249 New
GRP
114
Global Retirement Partners
California
$15.9K -$468 -7 -3%
ACA
115
Aptus Capital Advisors
Alabama
$14.7K +$201 +3 +1%
WSFS
116
Wilmington Savings Fund Society
Delaware
$10.7K -$13.8K -207 -56%
SWM
117
Spire Wealth Management
Virginia
$7.22K +$67 +1 +0.9%
PAG
118
Paladin Advisory Group
Iowa
$6.73K
NS
119
NBC Securities
Alabama
$6.66K
PTC
120
Private Trust Company
Ohio
$5.93K
CA
121
CoreCap Advisors
Michigan
$5K
FFA
122
Farther Finance Advisors
California
$4.8K +$4.82K +72 New
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$4K -$6.69K -100 -65%
RFP
124
Root Financial Partners
California
$3.79K +$3.81K +57 New
AA
125
Addison Advisors
Vermont
$3.33K

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.