We are live on ! Find out more
REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF

230 hedge funds and large institutions have $1.24B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

35% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 72

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$39.1M)

0% more funds holding

Funds holding: 229230 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.21% less ownership

Funds ownership: 67.21%67.01% (-0.21%)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
97
Reduced
72
Closed
13
Calls
$205K
Puts
Net Calls
+$205K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
101
Nova Wealth Management
Florida
$580K +$212K +2,514 +59%
HWMO
102
Heritage Wealth Management (Ohio)
Ohio
$575K -$2.78K -33 -0.5%
GVAG
103
Great Valley Advisor Group
Delaware
$574K -$6.66K -79 -1%
KPWS
104
Kestra Private Wealth Services
Texas
$564K +$43.8K +519 +9%
RFN
105
RDA Financial Network
Iowa
$546K +$109K +1,294 +25%
WA
106
Westfuller Advisors
New York
$543K +$5.23K +62 +1%
TI
107
tru Independence
Oregon
$541K -$32.3K -383 -6%
Jane Street
108
Jane Street
New York
$540K +$533K +6,328 New
Bessemer Group
109
Bessemer Group
New Jersey
$540K +$533K +6,323 New
IFG
110
Independent Financial Group
California
$528K +$163K +1,932 +45%
SWGC
111
Summit Wealth Group (Colorado)
Colorado
$519K +$947K +11,232 New
MAM
112
Mystic Asset Management
Rhode Island
$507K
NW
113
NewEdge Wealth
Pennsylvania
$506K
WCM
114
WealthBridge Capital Management
Ohio
$503K -$174K -2,063 -26%
RWA
115
Redhawk Wealth Advisors
Minnesota
$502K +$496K +5,882 New
HL
116
HeadInvest LLC
Maine
$496K -$14.8K -175 -3%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$496K +$86.9K +1,031 +22%
SAM
118
S.A. Mason
Michigan
$494K +$5.9K +70 +1%
WB
119
WesBanco Bank
West Virginia
$489K +$4.21K +50 +0.9%
EH
120
Equitable Holdings
New York
$476K -$32.4K -384 -6%
SFS
121
Sowell Financial Services
Arkansas
$449K +$91.6K +1,086 +26%
PFS
122
Prospera Financial Services
Texas
$446K +$47K +557 +12%
PFA
123
Pathway Financial Advisers
Indiana
$441K -$66.7K -791 -13%
RPCONE
124
Retirement Planning Company of New England
Rhode Island
$441K -$2.78K -33 -0.6%
SPIA
125
Steward Partners Investment Advisory
New York
$440K +$88.4K +1,048 +26%