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

226 hedge funds and large institutions have $1.19B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+14
Holders Change %
+6.6%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
92
Reduced
72
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$72M
2
BEI
2
Benjamin Edwards Inc
Missouri
$61.8M
3
CIM
3
Confluence Investment Management
Missouri
$24.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$192M
5
P
5
&Partners
Tennessee
$20.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$45.2M
2
CCM
2
Coldstream Capital Management
Washington
$197M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.93M
4
UBS Group
4
UBS Group
Switzerland
$25.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
151
Corient Private Wealth
Florida
$297K -$130K -1,600 -31%
KCFA
152
Key Client Fiduciary Advisors
New Jersey
$295K +$15.2K +187 +5%
AMM
153
American Money Management
California
$281K +$7.5K +92 +3%
MCP
154
Martin Capital Partners
Oregon
$280K +$280K +3,428 New
RPC
155
Rossmore Private Capital
Connecticut
$279K +$279K +3,425 New
MC
156
Moors & Cabot
Massachusetts
$275K – – –
CSC
157
Caldwell Sutter Capital
California
$270K +$39.3K +482 +17%
CPIG
158
Chicago Partners Investment Group
Illinois
$270K – – –
AIM
159
Anchor Investment Management
South Carolina
$269K -$6.44K -79 -2%
IWM
160
IHT Wealth Management
Illinois
$268K +$326 +4 +0.1%
HNB
161
Huntington National Bank
Ohio
$264K -$317K – –
IA
162
IFG Advisory
Georgia
$263K -$107K -1,309 -29%
SPC
163
Sigma Planning Corp
Michigan
$261K – – –
AQR Capital Management
164
AQR Capital Management
Connecticut
$253K +$253K +3,104 New
GWSG
165
GPS Wealth Strategies Group
Colorado
$252K +$82 +1 +0%
CAG
166
Centerpoint Advisory Group
Kansas
$244K – – –
QFW
167
QTR Family Wealth
Florida
$241K +$1.06K +13 +0.4%
TFS
168
Thoroughbred Financial Services
Tennessee
$241K -$22.5K -276 -9%
KAS
169
Kestra Advisory Services
Texas
$235K +$235K +2,882 New
IWC
170
Integrated Wealth Concepts
Massachusetts
$234K +$21.2K +260 +10%
ASN
171
Advisory Services Network
Georgia
$217K -$2.39K -29 -1%
ACIM
172
Azimuth Capital Investment Management
Michigan
$216K – – –
EWM
173
Empirical Wealth Management
Washington
$215K -$24.8K -304 -10%
MF
174
Meridian Financial
Massachusetts
$214K +$326 +4 +0.2%
VF
175
Virtu Financial
New York
$209K +$209K +2,563 New
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7
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