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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
QCIG
76
Quad-Cities Investment Group
Iowa
$1.11M -$12.8K -152 -1%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$1.09M +$95K +1,127 +10%
CWAF
78
Core Wealth Advisors (Florida)
Florida
$1.08M +$43.4K +515 +4%
MCA
79
MSH Capital Advisors
Arizona
$1.05M -$16.2K -192 -2%
CAM
80
Cozad Asset Management
Illinois
$1.03M -$23.2K -275 -2%
TWP
81
Tempus Wealth Planning
California
$993K +$15.6K +185 +2%
KIA
82
Kraematon Investment Advisors
Massachusetts
$936K +$4.13K +49 +0.4%
JWCA
83
J.W. Cole Advisors
Florida
$921K +$42.3K +502 +5%
BWA
84
Beam Wealth Advisors
Louisiana
$916K -$89.6K -1,063 -9%
LMKC
85
L.M. Kohn & Company
Ohio
$882K +$148K +1,750 +20%
JGIA
86
Jackson Grant Investment Advisers
Connecticut
$865K +$2.19K +26 +0.3%
HIS
87
Harvest Investment Services
Illinois
$855K -$42.5K -504 -5%
NFA
88
Northwest Financial Advisors
Virginia
$848K -$54K -640 -6%
CIA
89
Capital Investment Advisors
Georgia
$821K +$36.8K +437 +5%
Creative Planning
90
Creative Planning
Kansas
$801K +$792K +9,389 New
KFI
91
Key Financial Inc
Pennsylvania
$757K -$67K -795 -8%
LSA
92
L & S Advisors
California
$728K -$120K -1,422 -14%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$718K +$189K +2,246 +36%
PPW
94
Parcion Private Wealth
Washington
$712K -$1.6K -19 -0.2%
CIAS
95
CFS Investment Advisory Services
New Jersey
$647K +$10K +119 +2%
AC
96
Anson Capital
Georgia
$642K +$39.6K +470 +7%
AWA
97
Acorn Wealth Advisors
Michigan
$626K -$32.6K -387 -5%
PA
98
PFG Advisors
Arizona
$623K +$5.4K +64 +0.9%
GWM
99
Geneos Wealth Management
Colorado
$587K -$1.69K -20 -0.3%
CWA
100
Clarus Wealth Advisors
Arizona
$585K +$43.2K +513 +8%