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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
PFA
126
Pathway Financial Advisers
Indiana
$436K
AWA
127
Acorn Wealth Advisors
Michigan
$435K
PPH
128
Pure Portfolios Holdings
Oregon
$432K
PA
129
PSI Advisors
Florida
$423K
RPCONE
130
Retirement Planning Company of New England
Rhode Island
$423K
DC
131
Davenport & Co
Virginia
$413K
FHA
132
Flagship Harbor Advisors
Massachusetts
$407K
OC
133
Oppenheimer & Co
New York
$406K
KAS
134
Kestra Advisory Services
Texas
$404K
EH
135
Equitable Holdings
New York
$388K
KFSN
136
Keystone Financial Services (Nebraska)
Nebraska
$383K
JP Morgan Chase
137
JP Morgan Chase
New York
$375K
HIA
138
Harbor Investment Advisory
Maryland
$374K
CWP
139
Cyndeo Wealth Partners
Florida
$372K
AQR Capital Management
140
AQR Capital Management
Connecticut
$363K
KAS
141
KPP Advisory Services
Kentucky
$363K
SGFG
142
Silver Grove Financial Group
New York
$355K
KCFA
143
Key Client Fiduciary Advisors
New Jersey
$354K
WDL
144
Well Done LLC
Michigan
$353K
TWM
145
TriaGen Wealth Management
California
$351K
ACA
146
Aptus Capital Advisors
Alabama
$350K
WCM
147
WealthBridge Capital Management
Ohio
$346K
PG
148
Patten Group
Tennessee
$345K
US Bancorp
149
US Bancorp
Minnesota
$342K
WP
150
WealthPLAN Partners
Nebraska
$341K