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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

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 230241 (+11)

1.65% less ownership

Funds ownership: 67.01%65.36% (-1.6%)

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
+11
Holders Change %
+4.78%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
27
Increased
76
Reduced
91
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$667K -$41.7K -497 -6%
CIAS
102
CFS Investment Advisory Services
New Jersey
$643K -$5.21K -62 -0.8%
NWM
103
Nova Wealth Management
Florida
$631K +$58.8K +700 +10%
Corient Private Wealth
104
Corient Private Wealth
Florida
$614K +$331K +3,944 +118%
PA
105
PFG Advisors
Arizona
$612K -$3.44K -41 -0.6%
Comerica Bank
106
Comerica Bank
Texas
$592K -$593K -7,063 -50%
GWM
107
Geneos Wealth Management
Colorado
$578K -$923 -11 -0.2%
RFN
108
RDA Financial Network
Iowa
$575K +$35.5K +423 +7%
SWMP
109
Signature Wealth Management Partners
New Jersey
$570K +$201K +2,399 +55%
GVAG
110
Great Valley Advisor Group
Delaware
$567K +$420 +5 +0.1%
KPWS
111
Kestra Private Wealth Services
Texas
$563K +$6.72K +80 +1%
VF
112
Virtu Financial
New York
$556K +$554K +6,605 New
WA
113
Westfuller Advisors
New York
$540K +$3.86K +46 +0.7%
HWMO
114
Heritage Wealth Management (Ohio)
Ohio
$529K -$37.9K -451 -7%
NW
115
NewEdge Wealth
Pennsylvania
$518K
RWA
116
Redhawk Wealth Advisors
Minnesota
$503K +$7.39K +88 +1%
MAM
117
Mystic Asset Management
Rhode Island
$501K
TI
118
tru Independence
Oregon
$492K -$41.1K -490 -8%
TW
119
ticino wealth
California
$491K +$489K +5,829 New
WB
120
WesBanco Bank
West Virginia
$489K +$6.13K +73 +1%
SAM
121
S.A. Mason
Michigan
$485K -$2.52K -30 -0.5%
Mariner
122
Mariner
Kansas
$483K -$2.16M -25,762 -82%
HL
123
HeadInvest LLC
Maine
$481K -$8.39K -100 -2%
WA
124
Waverly Advisors
Alabama
$474K +$145K +1,730 +44%
SFS
125
Sowell Financial Services
Arkansas
$444K +$672 +8 +0.2%