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

226 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 29 funds opening new positions, 92 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+14
Holders Change %
+6.6%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
92
Reduced
72
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$66.3M
2
BEI
Benjamin Edwards Inc
Missouri
+$58.4M
3
CIM
Confluence Investment Management
Missouri
+$24.5M
4
Morgan Stanley
Morgan Stanley
New York
+$8.93M
5
P
&Partners
Tennessee
+$6.19M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.81M
2
CCM
Coldstream Capital Management
Washington
-$7.3M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.97M
4
UBS Group
UBS Group
Switzerland
-$5.77M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$5.93M -$5.97M -73,239 -50%
DWM
27
Dogwood Wealth Management
Kansas
$5.58M +$362K +4,349 +7%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$5.18M +$1.3M +15,967 +34%
MWM
29
Modern Wealth Management
Kansas
$5.16M +$346K +4,241 +7%
JCM
30
Jacobi Capital Management
Pennsylvania
$4.74M +$218K +2,674 +5%
Truist Financial
31
Truist Financial
North Carolina
$4.63M -$25.4K -312 -0.5%
CAL
32
Capital Advisors Ltd
Ohio
$4.5M -$37K -454 -0.8%
CFP
33
Cascade Financial Partners
California
$4.36M -$118K -1,449 -3%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$4.3M +$1M +12,280 +30%
PA
35
Pinnacle Associates
New York
$4.17M -$1.51M -18,519 -27%
UAG
36
United Advisor Group
Ohio
$3.83M -$21.5K -264 -0.6%
EFS
37
Essex Financial Services
Connecticut
$3.82M -$70.7K -867 -2%
NA
38
NewEdge Advisors
Louisiana
$3.76M +$675K +8,277 +22%
AC
39
Avant Capital
Louisiana
$3.75M -$155K -1,897 -4%
WIA
40
World Investment Advisors
California
$3.66M -$1.63K -20 -0%
GIA
41
Gladstone Institutional Advisory
Florida
$3.64M -$145K -1,783 -4%
Two Sigma Investments
42
Two Sigma Investments
New York
$3.52M -$57.1K -700 -2%
IAN
43
Integrated Advisors Network
Texas
$3.27M +$3.27M +40,048 New
SWP
44
Summit Wealth Partners
Florida
$3.21M -$1.01M -12,341 -24%
VWA
45
Visionary Wealth Advisors
Illinois
$3.19M +$1.42M +17,372 +80%
LWP
46
LMG Wealth Partners
Louisiana
$3.14M -$30.4K -373 -1%
KOMWMG
47
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.14M -$2.45K -30 -0.1%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$2.91M +$388K +4,763 +15%
HI
49
Harbour Investments
Wisconsin
$2.53M +$543K +6,655 +27%
PPWP
50
Premier Path Wealth Partners
New Jersey
$2.49M +$34.1K +418 +1%
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