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ProShares S&P MidCap 400 Dividend Aristocrats ETF
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Overview Fund Activity

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
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$72M
2
BEI
2
Benjamin Edwards Inc
Missouri
$61.8M
3
CIM
3
Confluence Investment Management
Missouri
$24.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$192M
5
P
5
&Partners
Tennessee
$20.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$45.2M
2
CCM
2
Coldstream Capital Management
Washington
$197M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.93M
4
UBS Group
4
UBS Group
Switzerland
$25.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$5.93M 72,739 -73,239 -50%
DWM
27
Dogwood Wealth Management
Kansas
$5.58M 67,009 +4,349 +7%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$5.18M 63,552 +15,967 +34%
MWM
29
Modern Wealth Management
Kansas
$5.16M 63,315 +4,241 +7%
JCM
30
Jacobi Capital Management
Pennsylvania
$4.74M 58,180 +2,674 +5%
Truist Financial
31
Truist Financial
North Carolina
$4.63M 56,773 -312 -0.5%
CAL
32
Capital Advisors Ltd
Ohio
$4.5M 55,152 -454 -0.8%
CFP
33
Cascade Financial Partners
California
$4.36M 53,525 -1,449 -3%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$4.3M 52,698 +12,280 +30%
PA
35
Pinnacle Associates
New York
$4.17M 51,164 -18,519 -27%
UAG
36
United Advisor Group
Ohio
$3.83M 47,030 -264 -0.6%
EFS
37
Essex Financial Services
Connecticut
$3.82M 46,883 -867 -2%
NA
38
NewEdge Advisors
Louisiana
$3.76M 46,099 +8,277 +22%
AC
39
Avant Capital
Louisiana
$3.75M 45,974 -1,897 -4%
WIA
40
World Investment Advisors
California
$3.66M 44,934 -20 -0%
GIA
41
Gladstone Institutional Advisory
Florida
$3.64M 44,638 -1,783 -4%
Two Sigma Investments
42
Two Sigma Investments
New York
$3.52M 43,200 -700 -2%
IAN
43
Integrated Advisors Network
Texas
$3.27M 40,048 +40,048 New
SWP
44
Summit Wealth Partners
Florida
$3.21M 39,395 -12,341 -24%
VWA
45
Visionary Wealth Advisors
Illinois
$3.19M 39,125 +17,372 +80%
LWP
46
LMG Wealth Partners
Louisiana
$3.14M 38,469 -373 -1%
KOMWMG
47
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.14M 38,463 -30 -0.1%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$2.91M 35,711 +4,763 +15%
HI
49
Harbour Investments
Wisconsin
$2.53M 31,072 +6,655 +27%
PPWP
50
Premier Path Wealth Partners
New Jersey
$2.49M 30,585 +418 +1%
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