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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

127 hedge funds and large institutions have $359M invested in ProShares Russell 2000 Dividend Growers ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
-13
Holders Change %
-9.29%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
39
Reduced
39
Closed
15
Calls
$708K
Puts
–
Net Calls
+$708K
Net Calls Change
+$133K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.77M
2
Truist Financial
Truist Financial
North Carolina
+$1.53M
3
Two Sigma Investments
Two Sigma Investments
New York
+$872K
4
Citadel Advisors
Citadel Advisors
Florida
+$723K
5
P
&Partners
Tennessee
+$647K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$201M
2
Wells Fargo
Wells Fargo
California
-$2.57M
3
NEPWA
New England Private Wealth Advisors
Massachusetts
-$2.03M
4
WI
WBI Investments
New Jersey
-$1.62M
5
LWMNY
Landmark Wealth Management (New York)
New York
-$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74.4M -$304K -4,638 -0.4%
UBS Group
2
UBS Group
Switzerland
$29.3M +$120K +1,828 +0.4%
Wells Fargo
3
Wells Fargo
California
$27.6M -$2.57M -39,112 -9%
CIA
4
Capital Investment Advisors
Georgia
$27.4M -$861K -13,125 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$19.8M -$825K -12,575 -4%
Bank of America
6
Bank of America
North Carolina
$18.6M +$271K +4,130 +1%
LPL Financial
7
LPL Financial
California
$17.3M +$159K +2,430 +0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.6M +$62.2K +949 +0.4%
TFA
9
Toth Financial Advisory
Virginia
$12.7M +$112K +1,711 +0.9%
AT
10
Arlington Trust
Alabama
$9.49M +$33.3K +508 +0.4%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$8.19M -$1.51K -23 -0%
P
12
&Partners
Tennessee
$7.97M +$647K +9,870 +9%
Truist Financial
13
Truist Financial
North Carolina
$7.54M +$1.53M +23,358 +26%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.15M +$304K +4,637 +5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.86M -$192K -2,924 -3%
FWM
16
ForthRight Wealth Management
Georgia
$4.5M +$20.2K +308 +0.5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.67M -$373K -5,681 -9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.6M +$2.77M +42,281 +336%
SMC
19
Smith, Moore & Co
Missouri
$3.5M -$6.1K -93 -0.2%
UAG
20
United Advisor Group
Ohio
$3.18M +$158K +2,413 +5%
LWMNY
21
Landmark Wealth Management (New York)
New York
$3.14M -$1.38M -20,974 -30%
Stifel Financial
22
Stifel Financial
Missouri
$3.08M -$185K -2,820 -6%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.3M -$285K -4,338 -11%
Two Sigma Investments
24
Two Sigma Investments
New York
$2.09M +$872K +13,300 +72%
JCM
25
Jacobi Capital Management
Pennsylvania
$1.88M -$78.4K -1,196 -4%
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