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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

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:

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