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ProShares Russell 2000 Dividend Growers ETF
SMDV

Overview Fund Activity

127 hedge funds and large institutions have $348M invested in ProShares Russell 2000 Dividend Growers ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
–
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
44
Reduced
49
Closed
8
Calls
$436K
Puts
–
Net Calls
+$436K
Net Calls Change
-$272K

Top Buyers

1
P
&Partners
Tennessee
+$2.25M
2
NEPWA
New England Private Wealth Advisors
Massachusetts
+$1.96M
3
Ameriprise
Ameriprise
Minnesota
+$1.22M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.18M
5
FWM
ForthRight Wealth Management
Georgia
+$1.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$4.7M
2
UBS Group
UBS Group
Switzerland
-$4.48M
3
Morgan Stanley
Morgan Stanley
New York
-$2.83M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.55M
5
Raymond James Financial
Raymond James Financial
Florida
-$597K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.9M -$2.83M -43,437 -4%
CIA
2
Capital Investment Advisors
Georgia
$27.3M +$113K +1,730 +0.4%
UBS Group
3
UBS Group
Switzerland
$24.6M -$4.48M -68,909 -15%
Wells Fargo
4
Wells Fargo
California
$22.7M -$4.7M -72,175 -17%
Raymond James Financial
5
Raymond James Financial
Florida
$19.1M -$597K -9,178 -3%
Bank of America
6
Bank of America
North Carolina
$18.2M -$188K -2,893 -1%
LPL Financial
7
LPL Financial
California
$17.9M +$734K +11,284 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.9M -$1.55M -23,867 -11%
TFA
9
Toth Financial Advisory
Virginia
$12.5M -$180K -2,765 -1%
P
10
&Partners
Tennessee
$10.2M +$2.25M +34,547 +28%
AT
11
Arlington Trust
Alabama
$9.11M -$305K -4,694 -3%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$8.15M +$27.5K +422 +0.3%
Truist Financial
13
Truist Financial
North Carolina
$7.6M +$123K +1,898 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.12M +$23.4K +359 +0.4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$5.69M -$118K -1,809 -2%
FWM
16
ForthRight Wealth Management
Georgia
$5.56M +$1.1M +16,836 +25%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.75M +$1.18M +18,136 +33%
SMC
18
Smith, Moore & Co
Missouri
$3.59M +$115K +1,768 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.52M -$129K -1,982 -4%
UAG
20
United Advisor Group
Ohio
$3.15M -$5.66K -87 -0.2%
LWMNY
21
Landmark Wealth Management (New York)
New York
$3.11M -$3.64K -56 -0.1%
Stifel Financial
22
Stifel Financial
Missouri
$3.08M +$32.8K +504 +1%
Ameriprise
23
Ameriprise
Minnesota
$2.89M +$1.22M +18,690 +73%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.66M +$294K +4,338 +12%
Goldman Sachs
25
Goldman Sachs
New York
$2.3M +$849K +13,053 +59%
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