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

226 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 29 funds opening new positions, 92 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+14
Holders Change %
+6.6%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
92
Reduced
72
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$66.3M
2
BEI
Benjamin Edwards Inc
Missouri
+$58.4M
3
CIM
Confluence Investment Management
Missouri
+$24.5M
4
Morgan Stanley
Morgan Stanley
New York
+$8.93M
5
P
&Partners
Tennessee
+$6.19M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.81M
2
CCM
Coldstream Capital Management
Washington
-$7.3M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.97M
4
UBS Group
UBS Group
Switzerland
-$5.77M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
101
Anson Capital
Georgia
$575K +$13.2K +162 +2%
GWM
102
Geneos Wealth Management
Colorado
$562K -$449K -5,507 -44%
GVAG
103
Great Valley Advisor Group
Delaware
$555K -$5.71K -70 -1%
HWMO
104
Heritage Wealth Management (Ohio)
Ohio
$552K +$12.4K +152 +2%
TI
105
tru Independence
Oregon
$548K -$7.5K -92 -1%
CWA
106
Clarus Wealth Advisors
Arizona
$525K -$43.9K -528 -8%
WA
107
Westfuller Advisors
New York
$516K +$3.28K +40 +0.6%
TRCT
108
Tower Research Capital (TRC)
New York
$513K +$513K +6,288 New
NW
109
NewEdge Wealth
Pennsylvania
$509K – – –
Fidelity Investments
110
Fidelity Investments
Massachusetts
$503K -$45.9K -563 -8%
KPWS
111
Kestra Private Wealth Services
Texas
$496K -$2.61K -32 -0.5%
HL
112
HeadInvest LLC
Maine
$489K – – –
PFA
113
Pathway Financial Advisers
Indiana
$487K +$4.97K +61 +1%
EH
114
Equitable Holdings
New York
$486K +$78.6K +964 +19%
MAM
115
Mystic Asset Management
Rhode Island
$485K -$6.52K -80 -1%
Mariner
116
Mariner
Kansas
$482K +$222K +2,722 +85%
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$468K -$20.4K -250 -4%
SAM
118
S.A. Mason
Michigan
$466K +$815 +10 +0.2%
WB
119
WesBanco Bank
West Virginia
$463K – – –
PS
120
Principal Securities
Iowa
$454K +$412K +5,049 +973%
RPCONE
121
Retirement Planning Company of New England
Rhode Island
$424K -$15.4K -189 -4%
PPH
122
Pure Portfolios Holdings
Oregon
$423K -$28.1K -345 -6%
FHA
123
Flagship Harbor Advisors
Massachusetts
$418K +$408 +5 +0.1%
RFN
124
RDA Financial Network
Iowa
$417K +$14.6K +179 +4%
PG
125
Patten Group
Tennessee
$416K -$25.7K -315 -6%
3 4
5
6 7