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

212 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
79
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$6.29M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$5.89M
3
CCM
Coldstream Capital Management
Washington
+$5.17M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.88M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.54M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.59M
2
Morgan Stanley
Morgan Stanley
New York
-$5.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.94M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.56M
5
LWMNY
Landmark Wealth Management (New York)
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
101
Clarus Wealth Advisors
Arizona
$527K +$257K +3,335 +95%
WA
102
Westfuller Advisors
New York
$508K – – –
Jane Street
103
Jane Street
New York
$507K +$507K +6,284 New
CIAS
104
CFS Investment Advisory Services
New Jersey
$500K -$115K -1,430 -19%
NW
105
NewEdge Wealth
Pennsylvania
$496K +$206K +2,550 +71%
KPWS
106
Kestra Private Wealth Services
Texas
$493K +$9.52K +118 +2%
MAM
107
Mystic Asset Management
Rhode Island
$486K -$2.02K -25 -0.4%
HL
108
HeadInvest LLC
Maine
$483K +$1.21K +15 +0.3%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$483K -$838K -10,390 -63%
SPIA
110
Steward Partners Investment Advisory
New York
$482K +$4.84K +60 +1%
PFA
111
Pathway Financial Advisers
Indiana
$477K -$15.4K -191 -3%
SAM
112
S.A. Mason
Michigan
$460K +$22.1K +274 +5%
WB
113
WesBanco Bank
West Virginia
$458K – – –
DIA
114
Dana Investment Advisors
Wisconsin
$454K -$12.9K -160 -3%
FAIM
115
Financial Advocates Investment Management
Washington
$453K +$453K +5,620 New
PPH
116
Pure Portfolios Holdings
Oregon
$446K -$11.4K -141 -2%
PG
117
Patten Group
Tennessee
$437K -$42.3K -524 -9%
Corient Private Wealth
118
Corient Private Wealth
Florida
$435K -$29K -350 -6%
RPCONE
119
Retirement Planning Company of New England
Rhode Island
$435K -$2.42K -30 -0.6%
SL
120
SWMG LLC
Texas
$423K +$423K +5,399 New
FHA
121
Flagship Harbor Advisors
Massachusetts
$413K – – –
PA
122
PSI Advisors
Florida
$408K +$28.1K +348 +7%
KWM
123
Kingsview Wealth Management
Oregon
$404K – – –
EH
124
Equitable Holdings
New York
$403K +$97.5K +1,209 +32%
OC
125
Oppenheimer & Co
New York
$398K -$6.37K -79 -2%
3 4
5
6 7