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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.

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
1
Stifel Financial
Missouri
$72M
2
BEI
2
Benjamin Edwards Inc
Missouri
$61.8M
3
CIM
3
Confluence Investment Management
Missouri
$24.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$192M
5
P
5
&Partners
Tennessee
$20.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$45.2M
2
CCM
2
Coldstream Capital Management
Washington
$197M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.93M
4
UBS Group
4
UBS Group
Switzerland
$25.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
126
PSI Advisors
Florida
$405K 4,968 -92 -2%
OC
127
Oppenheimer & Co
New York
$403K 4,942 +11 +0.2%
FFN
128
Focus Financial Network
Minnesota
$397K 4,867 +4,867 New
DC
129
Davenport & Co
Virginia
$390K 4,785 – –
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$390K 4,782 +2,020 +73%
PFS
131
Prospera Financial Services
Texas
$381K 4,667 +4,667 New
KFSN
132
Keystone Financial Services (Nebraska)
Nebraska
$379K 4,644 +1,134 +32%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$378K 4,639 +4,639 New
HIA
134
Harbor Investment Advisory
Maryland
$362K 4,440 – –
KAS
135
KPP Advisory Services
Kentucky
$360K 4,414 -3 -0.1%
CWP
136
Cyndeo Wealth Partners
Florida
$359K 4,399 +24 +0.5%
ESB
137
Essex Savings Bank
Connecticut
$357K 4,376 -12 -0.3%
NWM
138
Nova Wealth Management
Florida
$349K 4,281 +2,678 +167%
WDL
139
Well Done LLC
Michigan
$341K 4,185 -52 -1%
SFS
140
Sowell Financial Services
Arkansas
$341K 4,178 +478 +13%
TWM
141
TriaGen Wealth Management
California
$340K 4,165 – –
SPIA
142
Steward Partners Investment Advisory
New York
$335K 4,107 -1,873 -31%
ACA
143
Aptus Capital Advisors
Alabama
$333K 4,086 +26 +0.6%
BRWA
144
B. Riley Wealth Advisors
Florida
$332K 4,070 +4,070 New
US Bancorp
145
US Bancorp
Minnesota
$331K 4,063 – –
HFM
146
Hartford Financial Management
Connecticut
$326K 4,000 – –
KWM
147
Kingsview Wealth Management
Oregon
$322K 3,949 -1,059 -21%
WP
148
WealthPLAN Partners
Nebraska
$319K 3,916 -772 -16%
WA
149
Waverly Advisors
Alabama
$318K 3,901 +1 +0%
DIA
150
Dana Investment Advisors
Wisconsin
$300K 3,675 -1,949 -35%
4 5
6
7 8