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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 %
AAS
51
Ameritas Advisory Services
Nebraska
$2.18M +$39.9K +495 +2%
HI
52
Harbour Investments
Wisconsin
$1.97M +$1.92M +23,801 +3,864%
CCFM
53
Clear Creek Financial Management
Washington
$1.96M +$8.95K +111 +0.5%
PI
54
PFG Investments
New York
$1.89M -$241K -2,989 -11%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.83M -$39.8K -494 -2%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$1.77M -$128K -1,592 -7%
BIA
57
Biondo Investment Advisors
Pennsylvania
$1.76M +$52.2K +647 +3%
VWA
58
Visionary Wealth Advisors
Illinois
$1.75M -$5.89K -73 -0.3%
VCP
59
Verus Capital Partners
Arizona
$1.74M +$144K +1,791 +9%
AFM
60
Armstrong Fleming & Moore
District of Columbia
$1.66M +$1.66M +20,565 New
PAG
61
Private Advisor Group
New Jersey
$1.45M -$53.2K -660 -4%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$1.43M -$85K -1,054 -6%
HCM
63
Hollencrest Capital Management
California
$1.39M – – –
RCWM
64
Royal Capital Wealth Management
Indiana
$1.34M – – –
AB
65
Atlas Brown
Kentucky
$1.28M +$2.02K +25 +0.2%
IFPG
66
Intrepid Financial Planning Group
Indiana
$1.13M -$8.47K -105 -0.7%
WS
67
Wedbush Securities
California
$1.12M +$11.6K +144 +1%
TSWM
68
Tyler-Stone Wealth Management
Ohio
$1.12M -$24.7K -306 -2%
NFG
69
Nations Financial Group
Iowa
$1.08M +$38.4K +476 +4%
QCIG
70
Quad-Cities Investment Group
Iowa
$1.08M -$110K -1,362 -9%
WIM
71
WealthPlan Investment Management
Nebraska
$1.07M +$33.1K +411 +3%
TWP
72
Tower Wealth Partners
Pennsylvania
$1.06M +$9.84K +122 +0.9%
CAM
73
Cozad Asset Management
Illinois
$1.02M +$11.5K +142 +1%
RBFC
74
Roman Butler Fullerton & Co
Missouri
$1.01M +$257K +3,321 +34%
GWM
75
Geneos Wealth Management
Colorado
$1M +$480K +5,955 +92%
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