ProShares S&P SmallCap 600 Dividend Aristocrats ETF
SMDV
132 hedge funds and large institutions have $354M invested in ProShares S&P SmallCap 600 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 9 closing their positions.
0.45% more ownership
Funds ownership: 53.94% → 54.39% (+0.45%)
1% less funds holding
Funds holding: 133 → 132 (-1)
10% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 51
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
41% less capital inflows, than outflows
Capital inflows: $11.5M | Capital outflows: $19.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
&Partners
Nashville,
Tennessee
|
+$2.2M |
| 2 |
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
+$1.92M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.19M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.16M |
| 5 |
ForthRight Wealth Management
Alpharetta,
Georgia
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.39M |
| 3 |
Morgan Stanley
New York
|
-$2.77M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.52M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$585K |
SMDV Hedge Fund Activity: Q2 2025 in Review
132 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) for Q2 2025, worth a combined $354M — down 3% from $364M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SMDV and 8 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 46 added.
The largest buyer was &Partners, adding an estimated $2.2M. The largest seller was Wells Fargo, cutting an estimated $4.6M.
- 132 institutional investors held ProShares S&P SmallCap 600 Dividend Aristocrats ETF (SMDV) as of Q2 2025, down from 133 in Q1 2025.
- Funds reported $354M of ProShares S&P SmallCap 600 Dividend Aristocrats ETF stock for Q2 2025, down 3% quarter-over-quarter.
- 8 funds opened new ProShares S&P SmallCap 600 Dividend Aristocrats ETF positions in Q2 2025 and 9 closed out, a net change of -1 holder.
- The largest ProShares S&P SmallCap 600 Dividend Aristocrats ETF buyer in Q2 2025 was &Partners, an estimated $2.2M added.
- The largest ProShares S&P SmallCap 600 Dividend Aristocrats ETF seller in Q2 2025 was Wells Fargo, an estimated $4.6M sold.
Based on aggregated 13F filings for Q2 2025.