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ProShares S&P MidCap 400 Dividend Aristocrats ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
79
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$6.29M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$5.89M
3
CCM
Coldstream Capital Management
Washington
+$5.17M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.88M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.54M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.59M
2
Morgan Stanley
Morgan Stanley
New York
-$5.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.94M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.56M
5
LWMNY
Landmark Wealth Management (New York)
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
126
RDA Financial Network
Iowa
$398K +$242 +3 +0.1%
DC
127
Davenport & Co
Virginia
$386K – – –
WP
128
WealthPLAN Partners
Nebraska
$378K +$27.2K +337 +8%
IA
129
IFG Advisory
Georgia
$366K +$366K +4,540 New
HIA
130
Harbor Investment Advisory
Maryland
$358K – – –
KAS
131
KPP Advisory Services
Kentucky
$356K +$64K +793 +22%
ESB
132
Essex Savings Bank
Connecticut
$354K +$15.7K +195 +5%
CWP
133
Cyndeo Wealth Partners
Florida
$353K -$5.65K -70 -2%
GS
134
GTS Securities
New York
$347K +$347K +4,307 New
WDL
135
Well Done LLC
Michigan
$342K +$1.29K +16 +0.4%
TWM
136
TriaGen Wealth Management
California
$336K – – –
US Bancorp
137
US Bancorp
Minnesota
$328K – – –
ACA
138
Aptus Capital Advisors
Alabama
$327K – – –
Creative Planning
139
Creative Planning
Kansas
$326K +$326K +4,044 New
HFM
140
Hartford Financial Management
Connecticut
$323K – – –
HNB
141
Huntington National Bank
Ohio
$317K -$291K – –
WA
142
Waverly Advisors
Alabama
$315K +$26.6K +330 +9%
SFS
143
Sowell Financial Services
Arkansas
$298K +$298K +3,700 New
KFSN
144
Keystone Financial Services (Nebraska)
Nebraska
$283K +$52.4K +650 +23%
KCFA
145
Key Client Fiduciary Advisors
New Jersey
$276K +$38K +471 +16%
AIM
146
Anchor Investment Management
South Carolina
$273K – – –
MC
147
Moors & Cabot
Massachusetts
$272K – – –
AMM
148
American Money Management
California
$271K -$4.03K -50 -1%
IWM
149
IHT Wealth Management
Illinois
$265K -$5.57K -69 -2%
TFS
150
Thoroughbred Financial Services
Tennessee
$261K – – –
4 5
6
7 8