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

212 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
79
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$6.29M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$5.89M
3
CCM
Coldstream Capital Management
Washington
+$5.17M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.88M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.54M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.59M
2
Morgan Stanley
Morgan Stanley
New York
-$5.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.94M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.56M
5
LWMNY
Landmark Wealth Management (New York)
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Modern Wealth Management
Kansas
$4.76M +$154K +1,908 +3%
Truist Financial
27
Truist Financial
North Carolina
$4.6M +$119K +1,474 +3%
SOS
28
Silver Oak Securities
Tennessee
$4.49M +$105K +1,313 +2%
CAL
29
Capital Advisors Ltd
Ohio
$4.49M -$22.6K -280 -0.5%
JCM
30
Jacobi Capital Management
Pennsylvania
$4.48M +$114K +1,410 +3%
CFP
31
Cascade Financial Partners
California
$4.43M +$643K +7,971 +17%
SWP
32
Summit Wealth Partners
Florida
$4.17M -$335K -4,151 -7%
AC
33
Avant Capital
Louisiana
$3.86M +$34.9K +433 +0.9%
EFS
34
Essex Financial Services
Connecticut
$3.85M -$67K -831 -2%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$3.82M +$607K +7,566 +19%
UAG
36
United Advisor Group
Ohio
$3.81M +$193K +2,388 +5%
GIA
37
Gladstone Institutional Advisory
Florida
$3.74M -$689K -8,538 -16%
PWM
38
PMG Wealth Management
Illinois
$3.74M -$127K -1,570 -3%
WIA
39
World Investment Advisors
California
$3.63M +$32.4K +402 +0.9%
Two Sigma Investments
40
Two Sigma Investments
New York
$3.54M +$3.54M +43,900 New
AWS
41
Atria Wealth Solutions
New York
$3.48M -$433K -5,366 -11%
BEI
42
Benjamin Edwards Inc
Missouri
$3.3M -$316K -3,914 -9%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$3.26M -$68.5K -849 -2%
LWP
44
LMG Wealth Partners
Louisiana
$3.13M -$10K -124 -0.3%
KOMWMG
45
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.1M -$767K -9,513 -20%
NA
46
NewEdge Advisors
Louisiana
$3.05M +$2.52M +31,274 +478%
LWMNY
47
Landmark Wealth Management (New York)
New York
$2.57M -$1.31M -16,293 -34%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$2.5M -$7.26K -90 -0.3%
PPWP
49
Premier Path Wealth Partners
New Jersey
$2.43M +$102K +1,262 +4%
DAS
50
Dynamic Advisor Solutions
Arizona
$2.28M -$48.6K -603 -2%
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