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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
LWMNY
51
Landmark Wealth Management (New York)
New York
$2.61M +$44.8K +531 +2%
DAS
52
Dynamic Advisor Solutions
Arizona
$2.55M +$161K +1,908 +7%
PS
53
Principal Securities
Iowa
$2.32M +$1.82M +21,638 +389%
CCFM
54
Clear Creek Financial Management
Washington
$2.3M +$120K +1,419 +6%
FSA
55
Financial Services Advisory
Maryland
$2.11M +$2.08M +24,670 New
BIA
56
Biondo Investment Advisors
Pennsylvania
$2.06M +$94K +1,115 +5%
PWM
57
PMG Wealth Management
Illinois
$2.01M +$5.4K +64 +0.3%
HighTower Advisors
58
HighTower Advisors
Illinois
$2M -$10.7K -127 -0.5%
VCP
59
Verus Capital Partners
Arizona
$1.87M +$102K +1,211 +6%
PI
60
PFG Investments
New York
$1.82M +$41.9K +497 +2%
AAS
61
Ameritas Advisory Services
Nebraska
$1.8M -$111K -1,312 -6%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.79M -$80.5K -955 -4%
Citadel Advisors
63
Citadel Advisors
Florida
$1.64M +$451K +5,344 +39%
WIM
64
WealthPlan Investment Management
Nebraska
$1.6M -$20.1K -238 -1%
PAG
65
Private Advisor Group
New Jersey
$1.53M +$13.2K +157 +0.9%
HCM
66
Hollencrest Capital Management
California
$1.49M +$14.3K +170 +1%
RCWM
67
Royal Capital Wealth Management
Indiana
$1.42M +$1.1K +13 +0.1%
WS
68
Wedbush Securities
California
$1.39M +$121K +1,431 +10%
AB
69
Atlas Brown
Kentucky
$1.38M +$17.9K +212 +1%
TWP
70
Tower Wealth Partners
Pennsylvania
$1.25M +$99.1K +1,175 +9%
MML Investors Services
71
MML Investors Services
Massachusetts
$1.21M -$236K -2,800 -16%
Comerica Bank
72
Comerica Bank
Texas
$1.2M -$4.89K -58 -0.4%
RBFC
73
Roman Butler Fullerton & Co
Missouri
$1.17M +$53.7K +637 +5%
IFPG
74
Intrepid Financial Planning Group
Indiana
$1.16M -$55K -652 -5%
NFG
75
Nations Financial Group
Iowa
$1.13M -$169 -2 -0%