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

212 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
79
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$6.29M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$5.89M
3
CCM
Coldstream Capital Management
Washington
+$5.17M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.88M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.54M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.59M
2
Morgan Stanley
Morgan Stanley
New York
-$5.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.94M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.56M
5
LWMNY
Landmark Wealth Management (New York)
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
151
Sigma Planning Corp
Michigan
$258K +$40.3K +500 +19%
Mariner
152
Mariner
Kansas
$257K -$4.27K -53 -2%
CPIG
153
Chicago Partners Investment Group
Illinois
$254K +$48.7K +614 +24%
GWSG
154
GPS Wealth Strategies Group
Colorado
$249K – – –
SAG
155
SageView Advisory Group
California
$242K +$242K +3,002 New
CAG
156
Centerpoint Advisory Group
Kansas
$242K – – –
EWM
157
Empirical Wealth Management
Washington
$238K +$238K +2,947 New
QFW
158
QTR Family Wealth
Florida
$238K +$238K +2,946 New
CSC
159
Caldwell Sutter Capital
California
$228K +$3.87K +48 +2%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$223K +$58.8K +729 +36%
PAM
161
Palisade Asset Management
Minnesota
$218K – – –
ASN
162
Advisory Services Network
Georgia
$215K – – –
ACIM
163
Azimuth Capital Investment Management
Michigan
$214K +$214K +2,650 New
MF
164
Meridian Financial
Massachusetts
$211K – – –
CD
165
Chapin Davis
Maryland
$210K +$210K +2,609 New
IWC
166
Integrated Wealth Concepts
Massachusetts
$210K -$157K -1,944 -43%
AFP
167
Ausdal Financial Partners
Iowa
$210K -$22.3K -276 -10%
AWM
168
Avaii Wealth Management
Wisconsin
$202K – – –
EFMC
169
Empire Financial Management Company
New York
$202K +$202K +2,502 New
CT
170
Colonial Trust
South Carolina
$202K – – –
PTC
171
Private Trust Company
Ohio
$179K – – –
EWA
172
EP Wealth Advisors
California
$164K +$26.2K +325 +19%
CFB
173
Cullen/Frost Bankers
Texas
$147K – – –
NWM
174
Nova Wealth Management
Florida
$129K +$129K +1,603 New
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$127K +$12.1K +150 +11%
5 6
7
8 9