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ProShares S&P MidCap 400 Dividend Aristocrats ETF

230 hedge funds and large institutions have $1.24B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

35% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 72

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$39.1M)

0% more funds holding

Funds holding: 229230 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.21% less ownership

Funds ownership: 67.21%67.01% (-0.21%)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
97
Reduced
72
Closed
13
Calls
$205K
Puts
Net Calls
+$205K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
26
Visionary Wealth Advisors
Illinois
$6.42M +$3.05M +36,158 +92%
CWM
27
Connecticut Wealth Management
Connecticut
$6.4M -$120K -1,419 -2%
DWM
28
Dogwood Wealth Management
Kansas
$6.31M +$585K +6,940 +10%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$6.21M
Jones Financial Companies
30
Jones Financial Companies
Missouri
$5.98M +$564K +6,685 +11%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$5.36M +$848K +10,064 +19%
JCM
32
Jacobi Capital Management
Pennsylvania
$4.91M -$51.9K -616 -1%
Truist Financial
33
Truist Financial
North Carolina
$4.78M -$62K -735 -1%
CAL
34
Capital Advisors Ltd
Ohio
$4.61M -$91.2K -1,082 -2%
CFP
35
Cascade Financial Partners
California
$4.43M -$141K -1,672 -3%
UAG
36
United Advisor Group
Ohio
$4.06M +$46.8K +555 +1%
SA
37
Sanctuary Advisors
Indiana
$4.01M -$47.2K -560 -1%
PA
38
Pinnacle Associates
New York
$3.91M -$447K -5,301 -10%
AC
39
Avant Capital
Louisiana
$3.89M -$33.4K -396 -0.9%
WIA
40
World Investment Advisors
California
$3.84M +$5.48K +65 +0.1%
NA
41
NewEdge Advisors
Louisiana
$3.79M -$143K -1,695 -4%
EFS
42
Essex Financial Services
Connecticut
$3.77M -$225K -2,663 -6%
GIA
43
Gladstone Institutional Advisory
Florida
$3.67M -$134K -1,586 -4%
KOMWMG
44
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.38M +$98.3K +1,166 +3%
LWP
45
LMG Wealth Partners
Louisiana
$3.29M +$3.96K +47 +0.1%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$3.23M +$184K +2,180 +6%
SWP
47
Summit Wealth Partners
Florida
$3.15M -$207K -2,461 -6%
HI
48
Harbour Investments
Wisconsin
$2.91M +$260K +3,079 +10%
PPWP
49
Premier Path Wealth Partners
New Jersey
$2.8M +$190K +2,249 +7%
Mariner
50
Mariner
Kansas
$2.69M +$2.16M +25,583 +433%