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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 %
MCA
76
MSH Capital Advisors
Arizona
$995K +$5.08K +63 +0.5%
TWP
77
Tempus Wealth Planning
California
$925K -$53.1K -658 -5%
MML Investors Services
78
MML Investors Services
Massachusetts
$921K +$54.3K +673 +6%
KIA
79
Kraematon Investment Advisors
Massachusetts
$903K -$52.2K -647 -5%
NFA
80
Northwest Financial Advisors
Virginia
$872K – – –
CWA
81
Core Wealth Advisors
Florida
$863K +$158K +1,965 +23%
BWA
82
Beam Wealth Advisors
Louisiana
$854K +$21.2K +263 +3%
HIS
83
Harvest Investment Services
Illinois
$837K +$6.45K +80 +0.8%
JGIA
84
Jackson Grant Investment Advisers
Connecticut
$813K +$2.5K +31 +0.3%
LSA
85
L & S Advisors
California
$802K – – –
PPW
86
Parcion Private Wealth
Washington
$797K +$80.2K +995 +11%
CIA
87
Capital Investment Advisors
Georgia
$787K +$133K +1,647 +20%
JWCA
88
J.W. Cole Advisors
Florida
$768K +$183K +2,267 +31%
KFI
89
Key Financial Inc
Pennsylvania
$763K -$68K -843 -8%
AWA
90
Acorn Wealth Advisors
Michigan
$759K -$108K -1,344 -12%
AAS
91
Avantax Advisory Services
Texas
$740K -$9.52K -118 -1%
Comerica Bank
92
Comerica Bank
Texas
$721K -$2.82K -35 -0.4%
LMKC
93
L.M. Kohn & Company
Ohio
$693K +$32K +397 +5%
WCM
94
WealthBridge Capital Management
Ohio
$688K – – –
AC
95
Anson Capital
Georgia
$555K +$19K +236 +4%
GVAG
96
Great Valley Advisor Group
Delaware
$555K +$12.1K +150 +2%
TI
97
tru Independence
Oregon
$549K – – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$543K +$114K +1,411 +27%
PA
99
PFG Advisors
Arizona
$540K +$31.5K +390 +6%
HWMO
100
Heritage Wealth Management (Ohio)
Ohio
$534K – – –
2 3
4
5 6