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ProShares S&P MidCap 400 Dividend Aristocrats ETF

236 hedge funds and large institutions have $1.1B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $1.24B → $1.1B (-$131M)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

Holders
236
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
76
Intrepid Financial Planning Group
Indiana
$1.18M
QCIG
77
Quad-Cities Investment Group
Iowa
$1.17M
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$1.08M
MCA
79
MSH Capital Advisors
Arizona
$1.06M
WIM
80
WealthPlan Investment Management
Nebraska
$1.03M
CAM
81
Cozad Asset Management
Illinois
$991K
KIA
82
Kraematon Investment Advisors
Massachusetts
$973K
TWP
83
Tempus Wealth Planning
California
$942K
AC
84
Anson Capital
Georgia
$891K
Citadel Advisors
85
Citadel Advisors
Florida
$884K
JGIA
86
Jackson Grant Investment Advisers
Connecticut
$855K
CIA
87
Capital Investment Advisors
Georgia
$816K
Creative Planning
88
Creative Planning
Kansas
$763K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$748K
NFA
90
Northwest Financial Advisors
Virginia
$743K
KFI
91
Key Financial Inc
Pennsylvania
$736K
CWA
92
Clarus Wealth Advisors
Arizona
$729K
JWCA
93
J.W. Cole Advisors
Florida
$723K
HIS
94
Harvest Investment Services
Illinois
$723K
PWA
95
Perspective Wealth Advisors
Colorado
$707K
LSA
96
L & S Advisors
California
$706K
PPW
97
Parcion Private Wealth
Washington
$703K
William Blair & Company
98
William Blair & Company
Illinois
$697K
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$671K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$667K