ProShares Russell 2000 Dividend Growers ETF
SMDV
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.
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: 130 → 129 (-1)
1% less capital invested
Capital invested by funds: $352M → $347M (-$5.22M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.28M |
| 2 |
Rockefeller Capital Management
New York
|
+$744K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$706K |
| 4 |
GWP
Gen-Wealth Partners
Zeeland,
Michigan
|
+$596K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$533K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.25M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.49M |
| 3 |
P
&Partners
Nashville,
Tennessee
|
-$2.44M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.03M |
| 5 |
Goldman Sachs
New York
|
-$1.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CT
126
Colonial Trust
Spartanburg,
South Carolina
| $2.67K | -$201 | -3 | -7% |
|
127
AssetMark Inc
Concord,
California
| $2.4K | +$201 | +3 | +9% |
|
|
PPC
128
Park Place Capital
Homewood,
Alabama
| $1.95K | – | – | – |
|
|
TRCT
129
Tower Research Capital (TRC)
New York
| $533 | -$87.7K | -1,311 | -99% |
|
130
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$599K | -9,206 | Closed |
|
|
CFD
131
Creative Financial Designs
Kokomo,
Indiana
| – | -$543K | -8,347 | Closed |
|
132
Jane Street
New York
| – | -$273K | -4,196 | Closed |
|
|
WWM
133
Western Wealth Management
Golden,
Colorado
| – | -$272K | -4,185 | Closed |
|
134
Lazard Asset Management
New York
| – | -$81K | -1,250 | Closed |
|
|
AGWCA
135
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| – | -$22.5K | -344 | Closed |
|
|
FIA
136
FNY Investment Advisers
New York
| – | -$13K | -200 | Closed |
|
|
PSFG
137
Park Square Financial Group
Roswell,
Georgia
| – | -$2.86K | -44 | Closed |
|
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.