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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 %
LWMNY
51
Landmark Wealth Management (New York)
New York
$2.45M -$143K -1,753 -6%
AWS
52
Atria Wealth Solutions
New York
$2.38M -$1.23M -14,698 -34%
DAS
53
Dynamic Advisor Solutions
Arizona
$2.28M -$27.2K -333 -1%
CCFM
54
Clear Creek Financial Management
Washington
$2.08M +$94.6K +1,160 +5%
PWM
55
PMG Wealth Management
Illinois
$1.92M -$1.86M -22,811 -49%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.92M +$70.3K +862 +4%
BIA
57
Biondo Investment Advisors
Pennsylvania
$1.87M +$92.3K +1,132 +5%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.84M -$5.19K -62 -0.3%
AAS
59
Ameritas Advisory Services
Nebraska
$1.83M -$379K -4,654 -17%
PI
60
PFG Investments
New York
$1.7M -$211K -2,584 -11%
VCP
61
Verus Capital Partners
Arizona
$1.69M -$75.9K -931 -4%
WIM
62
WealthPlan Investment Management
Nebraska
$1.55M +$465K +5,698 +43%
PAG
63
Private Advisor Group
New Jersey
$1.45M -$13.7K -168 -0.9%
HCM
64
Hollencrest Capital Management
California
$1.41M +$8.97K +110 +0.6%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.38M +$454K +5,564 +49%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.38M +$1.38M +16,872 New
RCWM
67
Royal Capital Wealth Management
Indiana
$1.36M +$734 +9 +0.1%
AB
68
Atlas Brown
Kentucky
$1.3M +$4.89K +60 +0.4%
WS
69
Wedbush Securities
California
$1.21M +$72K +883 +6%
IFPG
70
Intrepid Financial Planning Group
Indiana
$1.16M +$17.1K +210 +1%
Comerica Bank
71
Comerica Bank
Texas
$1.15M +$425K +5,215 +58%
RBFC
72
Roman Butler Fullerton & Co
Missouri
$1.15M +$46.9K +557 +4%
TSWM
73
Tyler-Stone Wealth Management
Ohio
$1.13M +$4.65K +57 +0.4%
Citadel Advisors
74
Citadel Advisors
Florida
$1.13M +$1.13M +13,877 New
TWP
75
Tower Wealth Partners
Pennsylvania
$1.1M +$26.2K +321 +2%
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