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ProShares S&P MidCap 400 Dividend Aristocrats ETF

241 hedge funds and large institutions have $1.11B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 230241 (+11)

1.65% less ownership

Funds ownership: 67.01%65.36% (-1.6%)

10% less capital invested

Capital invested by funds: $1.24B → $1.11B (-$128M)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 91

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
27
Increased
76
Reduced
91
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
226
McIlrath & Eck
Washington
$15.2K +$15.1K +180 New
NRG
227
Nemes Rush Group
Michigan
$14.9K
CWM
228
Copia Wealth Management
Oregon
$14.1K
SIS
229
Sound Income Strategies
Florida
$14K +$13.2K +157 New
UBS AM
230
UBS AM
Illinois
$13K +$12.9K +154 New
AAG
231
Armstrong Advisory Group
Massachusetts
$12.5K
BlackRock
232
BlackRock
New York
$12.1K
MWA
233
Medallion Wealth Advisors
Connecticut
$12K
CTB
234
Country Trust Bank
Illinois
$10.9K
CT
235
Caldwell Trust
Florida
$9.35K
PB
236
Pinnacle Bancorp
Nebraska
$8.42K
W
237
WealthCollab
Washington
$8.42K +$8.39K +100 New
CA
238
CoreCap Advisors
Michigan
$7.58K
FCAS
239
First Command Advisory Services
Texas
$7.16K +$7.14K +85 New
RFP
240
Root Financial Partners
California
$4.59K
IIM
241
IFC & Insurance Marketing
California
$4K +$3.69K +44 New
SWGC
242
Summit Wealth Group (Colorado)
Colorado
-$519K -11,232 Closed
BWA
243
Beam Wealth Advisors
Louisiana
-$916K -10,732 Closed
Jane Street
244
Jane Street
New York
-$540K -6,328 Closed
IA
245
IFG Advisory
Georgia
-$425K -4,974 Closed
FGI
246
Foresight Global Investors
New York
-$293K -3,430 Closed
Bank of New York Mellon
247
Bank of New York Mellon
New York
-$288K -3,374 Closed
SPC
248
Sigma Planning Corp
Michigan
-$260K -3,050 Closed
IWC
249
Integrated Wealth Concepts
Massachusetts
-$250K -2,927 Closed
TSS
250
Two Sigma Securities
New York
-$222K -2,603 Closed