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ProShares S&P MidCap 400 Dividend Aristocrats ETF

230 hedge funds and large institutions have $1.24B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

35% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 72

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$39.1M)

0% more funds holding

Funds holding: 229230 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.21% less ownership

Funds ownership: 67.21%67.01% (-0.21%)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
97
Reduced
72
Closed
13
Calls
$205K
Puts
Net Calls
+$205K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
126
Flagship Harbor Advisors
Massachusetts
$438K +$590 +7 +0.1%
PPH
127
Pure Portfolios Holdings
Oregon
$436K -$6.41K -76 -1%
PA
128
PSI Advisors
Florida
$429K +$4.89K +58 +1%
DC
129
Davenport & Co
Virginia
$428K +$19.6K +233 +5%
OC
130
Oppenheimer & Co
New York
$426K +$4.55K +54 +1%
IA
131
IFG Advisory
Georgia
$425K +$147K +1,743 +54%
PG
132
Patten Group
Tennessee
$409K -$26.3K -312 -6%
KAS
133
KPP Advisory Services
Kentucky
$381K +$3.88K +46 +1%
AFP
134
Ausdal Financial Partners
Iowa
$380K +$376K +4,456 New
HIA
135
Harbor Investment Advisory
Maryland
$379K
KFSN
136
Keystone Financial Services (Nebraska)
Nebraska
$378K -$18.2K -216 -5%
KAS
137
Kestra Advisory Services
Texas
$378K +$130K +1,542 +54%
CWP
138
Cyndeo Wealth Partners
Florida
$376K +$843 +10 +0.2%
ESB
139
Essex Savings Bank
Connecticut
$373K
SWMP
140
Signature Wealth Management Partners
New Jersey
$372K +$156K +1,849 +74%
SGFG
141
Silver Grove Financial Group
New York
$359K +$354K +4,202 New
WDL
142
Well Done LLC
Michigan
$358K +$759 +9 +0.2%
TWM
143
TriaGen Wealth Management
California
$355K
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$355K +$214K +2,536 +157%
WP
145
WealthPLAN Partners
Nebraska
$354K +$19.2K +228 +6%
ACA
146
Aptus Capital Advisors
Alabama
$352K +$3.37K +40 +1%
BRWA
147
B. Riley Wealth Advisors
Florida
$347K
US Bancorp
148
US Bancorp
Minnesota
$347K
HFM
149
Hartford Financial Management
Connecticut
$341K
KWM
150
Kingsview Wealth Management
Oregon
$339K +$2.02K +24 +0.6%