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ProShares S&P MidCap 400 Dividend Aristocrats ETF

241 hedge funds and large institutions have $1.11B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 91 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 230241 (+11)

1.65% less ownership

Funds ownership: 67.01%65.36% (-1.6%)

10% less capital invested

Capital invested by funds: $1.24B → $1.11B (-$128M)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 91

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
27
Increased
76
Reduced
91
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$443K +$9.15K +109 +2%
PFS
127
Prospera Financial Services
Texas
$441K +$336 +4 +0.1%
PFA
128
Pathway Financial Advisers
Indiana
$436K -$504 -6 -0.1%
AWA
129
Acorn Wealth Advisors
Michigan
$435K -$182K -2,163 -30%
PPH
130
Pure Portfolios Holdings
Oregon
$432K +$1.51K +18 +0.4%
IFG
131
Independent Financial Group
California
$429K -$91.9K -1,095 -18%
PA
132
PSI Advisors
Florida
$423K
RPCONE
133
Retirement Planning Company of New England
Rhode Island
$423K -$12.6K -150 -3%
DC
134
Davenport & Co
Virginia
$413K -$9.32K -111 -2%
FHA
135
Flagship Harbor Advisors
Massachusetts
$407K -$25.3K -301 -6%
OC
136
Oppenheimer & Co
New York
$406K -$14.9K -177 -4%
KAS
137
Kestra Advisory Services
Texas
$404K +$30.9K +368 +8%
EH
138
Equitable Holdings
New York
$388K -$81.2K -967 -17%
KFSN
139
Keystone Financial Services (Nebraska)
Nebraska
$383K +$10.5K +125 +3%
JP Morgan Chase
140
JP Morgan Chase
New York
$375K +$149K +1,779 +66%
HIA
141
Harbor Investment Advisory
Maryland
$374K
CWP
142
Cyndeo Wealth Partners
Florida
$372K +$588 +7 +0.2%
AQR Capital Management
143
AQR Capital Management
Connecticut
$363K +$98.6K +1,175 +37%
KAS
144
KPP Advisory Services
Kentucky
$363K -$12.6K -150 -3%
SGFG
145
Silver Grove Financial Group
New York
$355K +$756 +9 +0.2%
KCFA
146
Key Client Fiduciary Advisors
New Jersey
$354K +$39.2K +467 +12%
WDL
147
Well Done LLC
Michigan
$353K
TWM
148
TriaGen Wealth Management
California
$351K
ACA
149
Aptus Capital Advisors
Alabama
$350K +$2.52K +30 +0.7%
WCM
150
WealthBridge Capital Management
Ohio
$346K -$150K -1,784 -30%