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ProShares S&P MidCap 400 Dividend Aristocrats ETF
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Overview Fund Activity

224 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 27 funds opening new positions, 92 increasing their positions, 72 reducing their positions, and 14 closing their positions.

Holders
224
Holders Change
+12
Holders Change %
+5.66%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
92
Reduced
72
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$72M
2
BEI
2
Benjamin Edwards Inc
Missouri
$61.8M
3
CIM
3
Confluence Investment Management
Missouri
$24.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$192M
5
P
5
&Partners
Tennessee
$20.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$45.2M
2
CCM
2
Coldstream Capital Management
Washington
$197M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.93M
4
UBS Group
4
UBS Group
Switzerland
$25.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$562K 6,897 -5,507 -44%
GVAG
102
Great Valley Advisor Group
Delaware
$555K 6,806 -70 -1%
HWMO
103
Heritage Wealth Management (Ohio)
Ohio
$552K 6,767 +152 +2%
TI
104
tru Independence
Oregon
$548K 6,719 -92 -1%
CWA
105
Clarus Wealth Advisors
Arizona
$525K 6,315 -528 -8%
WA
106
Westfuller Advisors
New York
$516K 6,304 +40 +0.6%
TRCT
107
Tower Research Capital (TRC)
New York
$513K 6,288 +6,288 New
NW
108
NewEdge Wealth
Pennsylvania
$509K 6,150 – –
Fidelity Investments
109
Fidelity Investments
Massachusetts
$503K 6,167 -563 -8%
KPWS
110
Kestra Private Wealth Services
Texas
$496K 6,086 -32 -0.5%
HL
111
HeadInvest LLC
Maine
$489K 5,992 – –
PFA
112
Pathway Financial Advisers
Indiana
$487K 5,979 +61 +1%
EH
113
Equitable Holdings
New York
$486K 5,961 +964 +19%
MAM
114
Mystic Asset Management
Rhode Island
$485K 5,945 -80 -1%
Mariner
115
Mariner
Kansas
$482K 5,913 +2,722 +85%
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$468K 5,737 -250 -4%
SAM
117
S.A. Mason
Michigan
$466K 5,719 +10 +0.2%
WB
118
WesBanco Bank
West Virginia
$463K 5,678 – –
PS
119
Principal Securities
Iowa
$454K 5,568 +5,049 +973%
RPCONE
120
Retirement Planning Company of New England
Rhode Island
$424K 5,201 -189 -4%
PPH
121
Pure Portfolios Holdings
Oregon
$423K 5,184 -345 -6%
FHA
122
Flagship Harbor Advisors
Massachusetts
$418K 5,121 +5 +0.1%
RFN
123
RDA Financial Network
Iowa
$417K 5,109 +179 +4%
PG
124
Patten Group
Tennessee
$416K 5,106 -315 -6%
PA
125
PSI Advisors
Florida
$405K 4,968 -92 -2%
3 4
5
6 7