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ProShares S&P MidCap 400 Dividend Aristocrats ETF

236 hedge funds and large institutions have $1.1B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 76 increasing their positions, 90 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:

11% less capital invested

Capital invested by funds: $1.24B → $1.1B (-$131M)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

Holders
236
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
HFM
151
Hartford Financial Management
Connecticut
$337K
ESB
152
Essex Savings Bank
Connecticut
$335K
KWM
153
Kingsview Wealth Management
Oregon
$328K
BRWA
154
B. Riley Wealth Advisors
Florida
$326K
Goldman Sachs
155
Goldman Sachs
New York
$314K
Corient Private Wealth
156
Corient Private Wealth
Florida
$307K
GWM
157
Gilpin Wealth Management
Colorado
$296K
CSC
158
Caldwell Sutter Capital
California
$293K
MCP
159
Martin Capital Partners
Oregon
$289K
RPC
160
Rossmore Private Capital
Connecticut
$288K
SAI
161
Savvy Advisors Inc
New York
$284K
MC
162
Moors & Cabot
Massachusetts
$284K
AFP
163
Ausdal Financial Partners
Iowa
$283K
CPIG
164
Chicago Partners Investment Group
Illinois
$282K
AMM
165
American Money Management
California
$280K
AIM
166
Anchor Investment Management
South Carolina
$278K
HNB
167
Huntington National Bank
Ohio
$272K
DWAM
168
Duncan Williams Asset Management
Tennessee
$269K
Bessemer Group
169
Bessemer Group
New Jersey
$267K
IWM
170
IHT Wealth Management
Illinois
$266K
MF
171
Montis Financial
Massachusetts
$265K
QFW
172
QTR Family Wealth
Florida
$259K
CAG
173
Centerpoint Advisory Group
Kansas
$252K
TRCT
174
Tower Research Capital (TRC)
New York
$246K
CFB
175
Cullen/Frost Bankers
Texas
$239K