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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 %
LWMNY
51
Landmark Wealth Management (New York)
New York
$2.45M 30,092 -1,753 -6%
AWS
52
Atria Wealth Solutions
New York
$2.38M 28,440 -14,698 -34%
DAS
53
Dynamic Advisor Solutions
Arizona
$2.28M 27,923 -333 -1%
CCFM
54
Clear Creek Financial Management
Washington
$2.08M 25,508 +1,160 +5%
PWM
55
PMG Wealth Management
Illinois
$1.92M 23,597 -22,811 -49%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.92M 23,531 +862 +4%
BIA
57
Biondo Investment Advisors
Pennsylvania
$1.87M 22,983 +1,132 +5%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.84M 21,932 -62 -0.3%
AAS
59
Ameritas Advisory Services
Nebraska
$1.83M 22,402 -4,654 -17%
PI
60
PFG Investments
New York
$1.7M 20,854 -2,584 -11%
VCP
61
Verus Capital Partners
Arizona
$1.69M 20,674 -931 -4%
WIM
62
WealthPlan Investment Management
Nebraska
$1.55M 19,021 +5,698 +43%
PAG
63
Private Advisor Group
New Jersey
$1.45M 17,777 -168 -0.9%
HCM
64
Hollencrest Capital Management
California
$1.41M 17,314 +110 +0.6%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.38M 16,978 +5,564 +49%
RCWM
66
Royal Capital Wealth Management
Indiana
$1.36M 16,627 +9 +0.1%
AB
67
Atlas Brown
Kentucky
$1.3M 15,958 +60 +0.4%
WS
68
Wedbush Securities
California
$1.21M 14,797 +883 +6%
IFPG
69
Intrepid Financial Planning Group
Indiana
$1.16M 14,264 +210 +1%
Comerica Bank
70
Comerica Bank
Texas
$1.15M 14,153 +5,215 +58%
RBFC
71
Roman Butler Fullerton & Co
Missouri
$1.15M 13,612 +557 +4%
TSWM
72
Tyler-Stone Wealth Management
Ohio
$1.13M 13,884 +57 +0.4%
Citadel Advisors
73
Citadel Advisors
Florida
$1.13M 13,877 +13,877 New
TWP
74
Tower Wealth Partners
Pennsylvania
$1.1M 13,492 +321 +2%
NFG
75
Nations Financial Group
Iowa
$1.08M 13,272 -178 -1%
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