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ProShares S&P MidCap 400 Dividend Aristocrats ETF

241 hedge funds and large institutions have $1.11B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 230241 (+11)

1.65% less ownership

Funds ownership: 67.01%65.36% (-1.6%)

10% less capital invested

Capital invested by funds: $1.24B → $1.11B (-$128M)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 91

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
27
Increased
76
Reduced
91
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
51
Premier Path Wealth Partners
New Jersey
$2.66M -$105K -1,254 -4%
VWA
52
Visionary Wealth Advisors
Illinois
$2.6M -$3.73M -44,470 -59%
PS
53
Principal Securities
Iowa
$2.53M +$236K +2,811 +10%
DAS
54
Dynamic Advisor Solutions
Arizona
$2.16M -$356K -4,240 -14%
BIA
55
Biondo Investment Advisors
Pennsylvania
$2.12M +$89.2K +1,062 +4%
PWM
56
PMG Wealth Management
Illinois
$2.08M +$85.6K +1,020 +4%
FSA
57
Financial Services Advisory
Maryland
$2.04M -$36.4K -433 -2%
CCFM
58
Clear Creek Financial Management
Washington
$2.02M -$245K -2,916 -11%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.97M -$5.46K -65 -0.3%
VCP
60
Verus Capital Partners
Arizona
$1.87M +$22K +262 +1%
PI
61
PFG Investments
New York
$1.79M -$5.04K -60 -0.3%
AAS
62
Ameritas Advisory Services
Nebraska
$1.72M -$58.1K -692 -3%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.64M +$1.38M +16,446 +534%
HAG
64
HighPoint Advisor Group
Illinois
$1.58M +$1.57M +18,719 New
NA
65
NewEdge Advisors
Louisiana
$1.53M -$2.2M -26,199 -59%
HCM
66
Hollencrest Capital Management
California
$1.48M +$10.5K +125 +0.7%
PAG
67
Private Advisor Group
New Jersey
$1.45M -$64.5K -768 -4%
RCWM
68
Royal Capital Wealth Management
Indiana
$1.4M -$840 -10 -0.1%
TWP
69
Tower Wealth Partners
Pennsylvania
$1.4M +$165K +1,962 +13%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.4M +$204K +2,425 +17%
ML
71
MLP3 LLC
New Jersey
$1.39M +$1.39M +16,559 New
WS
72
Wedbush Securities
California
$1.3M -$70.4K -838 -5%
RBFC
73
Roman Butler Fullerton & Co
Missouri
$1.27M -$3.86K -46 -0.3%
AB
74
Atlas Brown
Kentucky
$1.25M -$111K -1,318 -8%
CWAF
75
Core Wealth Advisors (Florida)
Florida
$1.23M +$165K +1,964 +15%