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ProShares S&P MidCap 400 Dividend Aristocrats ETF

236 hedge funds and large institutions have $1.1B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 90 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

11% less capital invested

Capital invested by funds: $1.24B → $1.1B (-$131M)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

Holders
236
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
CFS Investment Advisory Services
New Jersey
$643K
NWM
102
Nova Wealth Management
Florida
$631K
PA
103
PFG Advisors
Arizona
$612K
Comerica Bank
104
Comerica Bank
Texas
$592K
GWM
105
Geneos Wealth Management
Colorado
$578K
RFN
106
RDA Financial Network
Iowa
$575K
SWMP
107
Signature Wealth Management Partners
New Jersey
$570K
GVAG
108
Great Valley Advisor Group
Delaware
$567K
KPWS
109
Kestra Private Wealth Services
Texas
$563K
VF
110
Virtu Financial
New York
$556K
WA
111
Westfuller Advisors
New York
$540K
HWMO
112
Heritage Wealth Management (Ohio)
Ohio
$529K
NW
113
NewEdge Wealth
Pennsylvania
$518K
RWA
114
Redhawk Wealth Advisors
Minnesota
$503K
MAM
115
Mystic Asset Management
Rhode Island
$501K
TI
116
tru Independence
Oregon
$492K
TW
117
ticino wealth
California
$491K
WB
118
WesBanco Bank
West Virginia
$489K
SAM
119
S.A. Mason
Michigan
$485K
Mariner
120
Mariner
Kansas
$483K
HL
121
HeadInvest LLC
Maine
$481K
WA
122
Waverly Advisors
Alabama
$474K
SFS
123
Sowell Financial Services
Arkansas
$444K
SPIA
124
Steward Partners Investment Advisory
New York
$443K
PFS
125
Prospera Financial Services
Texas
$441K