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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
NFG
76
Nations Financial Group
Iowa
$1.18M +$65.7K +783 +6%
IFPG
77
Intrepid Financial Planning Group
Indiana
$1.18M +$36.5K +435 +3%
QCIG
78
Quad-Cities Investment Group
Iowa
$1.17M +$78.2K +932 +7%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$1.08M +$4.2K +50 +0.4%
MCA
80
MSH Capital Advisors
Arizona
$1.06M +$18.2K +217 +2%
WIM
81
WealthPlan Investment Management
Nebraska
$1.03M -$555K -6,610 -35%
CAM
82
Cozad Asset Management
Illinois
$991K -$22.7K -270 -2%
KIA
83
Kraematon Investment Advisors
Massachusetts
$973K +$48.4K +577 +5%
TWP
84
Tempus Wealth Planning
California
$942K -$37.7K -449 -4%
AC
85
Anson Capital
Georgia
$891K +$257K +3,062 +41%
Citadel Advisors
86
Citadel Advisors
Florida
$884K -$732K -8,724 -45%
JGIA
87
Jackson Grant Investment Advisers
Connecticut
$855K +$1.51K +18 +0.2%
CIA
88
Capital Investment Advisors
Georgia
$816K +$5.88K +70 +0.7%
Creative Planning
89
Creative Planning
Kansas
$763K -$27.2K -324 -3%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$748K +$258K +3,068 +53%
NFA
91
Northwest Financial Advisors
Virginia
$743K -$93.9K -1,119 -11%
KFI
92
Key Financial Inc
Pennsylvania
$736K -$12.6K -150 -2%
CWA
93
Clarus Wealth Advisors
Arizona
$729K +$129K +1,535 +22%
JWCA
94
J.W. Cole Advisors
Florida
$723K -$137K -1,636 -15%
HIS
95
Harvest Investment Services
Illinois
$723K -$120K -1,434 -14%
PWA
96
Perspective Wealth Advisors
Colorado
$707K +$704K +8,389 New
LSA
97
L & S Advisors
California
$706K -$12.6K -150 -2%
PPW
98
Parcion Private Wealth
Washington
$703K
William Blair & Company
99
William Blair & Company
Illinois
$697K +$466K +5,554 +204%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$671K +$320K +3,814 +92%