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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

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:

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
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
SPIA
126
Steward Partners Investment Advisory
New York
$443K
PFS
127
Prospera Financial Services
Texas
$441K
PFA
128
Pathway Financial Advisers
Indiana
$436K
AWA
129
Acorn Wealth Advisors
Michigan
$435K
PPH
130
Pure Portfolios Holdings
Oregon
$432K
IFG
131
Independent Financial Group
California
$429K
PA
132
PSI Advisors
Florida
$423K
RPCONE
133
Retirement Planning Company of New England
Rhode Island
$423K
DC
134
Davenport & Co
Virginia
$413K
FHA
135
Flagship Harbor Advisors
Massachusetts
$407K
OC
136
Oppenheimer & Co
New York
$406K
KAS
137
Kestra Advisory Services
Texas
$404K
EH
138
Equitable Holdings
New York
$388K
KFSN
139
Keystone Financial Services (Nebraska)
Nebraska
$383K
JP Morgan Chase
140
JP Morgan Chase
New York
$375K
HIA
141
Harbor Investment Advisory
Maryland
$374K
CWP
142
Cyndeo Wealth Partners
Florida
$372K
AQR Capital Management
143
AQR Capital Management
Connecticut
$363K
KAS
144
KPP Advisory Services
Kentucky
$363K
SGFG
145
Silver Grove Financial Group
New York
$355K
KCFA
146
Key Client Fiduciary Advisors
New Jersey
$354K
WDL
147
Well Done LLC
Michigan
$353K
TWM
148
TriaGen Wealth Management
California
$351K
ACA
149
Aptus Capital Advisors
Alabama
$350K
WCM
150
WealthBridge Capital Management
Ohio
$346K