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ProShares S&P MidCap 400 Dividend Aristocrats ETF

224 hedge funds and large institutions have $1.19B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 72 reducing their positions, and 14 closing their positions.

Holders
224
Holders Change
+12
Holders Change %
+5.66%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
92
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$197M 2,416,257 -89,576 -4%
Morgan Stanley
2
Morgan Stanley
New York
$192M 2,356,024 +109,559 +5%
Stifel Financial
3
Stifel Financial
Missouri
$72M 882,721 +812,833 +1,163%
BEI
4
Benjamin Edwards Inc
Missouri
$61.8M 757,485 +716,621 +1,754%
LPL Financial
5
LPL Financial
California
$57.9M 709,756 +26,138 +4%
Raymond James Financial
6
Raymond James Financial
Florida
$54.1M 663,035 +14,985 +2%
Wells Fargo
7
Wells Fargo
California
$45.2M 554,003 -120,274 -18%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$44.1M 540,284 +1,444 +0.3%
Bank of America
9
Bank of America
North Carolina
$43.9M 538,451 +12,108 +2%
UBS Group
10
UBS Group
Switzerland
$25.4M 311,807 -70,777 -18%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$25M 306,993 +3,847 +1%
CIM
12
Confluence Investment Management
Missouri
$24.5M 300,181 +300,181 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.5M 299,906 -18,003 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$21.1M 259,076 -30,822 -11%
P
15
&Partners
Tennessee
$20.8M 255,649 +75,932 +42%
TFA
16
Toth Financial Advisory
Virginia
$17M 208,751 +1,169 +0.6%
Ameriprise
17
Ameriprise
Minnesota
$16.3M 199,294 +45,417 +30%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.78M 120,002 +44,838 +60%
Osaic Holdings
19
Osaic Holdings
Arizona
$8.81M 108,984 -17,111 -14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$7.62M 93,467 +7,120 +8%
FWP
21
FAS Wealth Partners
Kansas
$7.06M 86,539 +3,225 +4%
SOS
22
Silver Oak Securities
Tennessee
$6.9M 84,687 +28,656 +51%
SMC
23
Smith, Moore & Co
Missouri
$6.47M 79,361 +1,416 +2%
CWM
24
Connecticut Wealth Management
Connecticut
$6.23M 76,434 -1,596 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$6.19M 75,968 +1,012 +1%