Who Owns SMDV?
ProShares - Russell 2000 Dividend Growers ETF — Institutional Ownership & 13F Holdings
$73.09
+0.38 (+0.52%)
Market Cap
$656.9M
Shares Outstanding
8,608,401
Institutional Holders
129
Total Inst. Value
$316.5M
% of Float Held
—
QoQ Holder Change
+40
Institutional data as of Q1 2025
New Positions
31
Closed Positions
16
Increased
32
Decreased
32
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $74.4M | 1,133,616 |
| 2 | UBS Group AG | $29.3M | 446,893 |
| 3 | WELLS FARGO & COMPANY/MN | $27.6M | 420,827 |
| 4 | Capital Investment Advisors, LLC | $27.4M | 418,229 |
| 5 | RAYMOND JAMES FINANCIAL INC | $19.8M | 302,184 |
| 6 | BANK OF AMERICA CORP /DE/ | $18.6M | 282,849 |
| 7 | ROYAL BANK OF CANADA | $14.6M | 222,357 |
| 8 | TOTH FINANCIAL ADVISORY CORP | $12.7M | 194,239 |
| 9 | Arlington Trust Co LLC | $9.5M | 144,727 |
| 10 | Baird Financial Group, Inc. | $8.2M | 124,796 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +2K | $29.3M |
| BANK OF AMERICA CORP /DE/ | +4K | $18.6M |
| ROYAL BANK OF CANADA | +949 | $14.6M |
| TOTH FINANCIAL ADVISORY CORP | +2K | $12.7M |
| Arlington Trust Co LLC | +508 | $9.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -39K | $27.6M |
| WBI INVESTMENTS, LLC | -25K | $1.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -14K | $1.5M |
| Capital Investment Advisors, LLC | -13K | $27.4M |
| RAYMOND JAMES FINANCIAL INC | -13K | $19.8M |
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Frequently Asked Questions
How many institutional investors hold SMDV?
As of Q1 2025, 129 institutional investors report holding SMDV (ProShares - Russell 2000 Dividend Growers ETF) in their 13F filings.
Which hedge fund owns the most SMDV?
The largest institutional holder of SMDV is MORGAN STANLEY with $74.4M in shares.
Are institutions buying or selling SMDV?
This quarter, 31 institutions opened new positions in SMDV and 16 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.