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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 %
NFG
76
Nations Financial Group
Iowa
$1.08M -$14.5K -178 -1%
QCIG
77
Quad-Cities Investment Group
Iowa
$1.07M -$27.2K -333 -2%
MCA
78
MSH Capital Advisors
Arizona
$1.02M +$14.1K +173 +1%
CAM
79
Cozad Asset Management
Illinois
$1M -$24.9K -305 -2%
CWA
80
Core Wealth Advisors
Florida
$993K +$121K +1,479 +14%
BWA
81
Beam Wealth Advisors
Louisiana
$962K +$98.7K +1,210 +11%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$950K -$498K -6,113 -34%
TWP
83
Tempus Wealth Planning
California
$933K -$1.96K -24 -0.2%
KIA
84
Kraematon Investment Advisors
Massachusetts
$891K -$21.9K -269 -2%
NFA
85
Northwest Financial Advisors
Virginia
$862K -$18.8K -231 -2%
HIS
86
Harvest Investment Services
Illinois
$858K +$11.3K +139 +1%
JWCA
87
J.W. Cole Advisors
Florida
$839K +$62.5K +767 +8%
JGIA
88
Jackson Grant Investment Advisers
Connecticut
$824K +$1.88K +23 +0.2%
LSA
89
L & S Advisors
California
$811K – – –
KFI
90
Key Financial Inc
Pennsylvania
$790K +$18.3K +225 +2%
AI
91
Atria Investments
North Carolina
$776K +$776K +9,522 New
AAS
92
Avantax Advisory Services
Texas
$759K +$10.7K +131 +1%
CIA
93
Capital Investment Advisors
Georgia
$749K -$46.1K -566 -6%
LMKC
94
L.M. Kohn & Company
Ohio
$700K +$163 +2 +0%
PPW
95
Parcion Private Wealth
Washington
$682K -$124K -1,515 -15%
WCM
96
WealthBridge Capital Management
Ohio
$649K -$46.1K -565 -7%
SL
97
SWMG LLC
Texas
$642K +$190K +2,275 +42%
AWA
98
Acorn Wealth Advisors
Michigan
$629K -$138K -1,691 -18%
CIAS
99
CFS Investment Advisory Services
New Jersey
$618K +$113K +1,380 +22%
PA
100
PFG Advisors
Arizona
$590K +$44.5K +546 +8%
2 3
4
5 6