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ProShares S&P MidCap 400 Dividend Aristocrats ETF

230 hedge funds and large institutions have $1.24B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

35% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 72

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$39.1M)

0% more funds holding

Funds holding: 229230 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.21% less ownership

Funds ownership: 67.21%67.01% (-0.21%)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
97
Reduced
72
Closed
13
Calls
$205K
Puts
Net Calls
+$205K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
Waverly Advisors
Alabama
$333K
EWM
152
Empirical Wealth Management
Washington
$322K +$95.6K +1,134 +43%
Goldman Sachs
153
Goldman Sachs
New York
$322K +$318K +3,774 New
MF
154
Montis Financial
Massachusetts
$322K +$318K +3,770 New
KCFA
155
Key Client Fiduciary Advisors
New Jersey
$319K +$10.4K +123 +3%
MCP
156
Martin Capital Partners
Oregon
$300K +$7.33K +87 +3%
CSC
157
Caldwell Sutter Capital
California
$296K +$13.5K +160 +5%
FGI
158
Foresight Global Investors
New York
$293K +$289K +3,430 New
RPC
159
Rossmore Private Capital
Connecticut
$292K
Bank of New York Mellon
160
Bank of New York Mellon
New York
$288K -$107K -1,265 -27%
MC
161
Moors & Cabot
Massachusetts
$288K
AMM
162
American Money Management
California
$286K -$8.43K -100 -3%
Corient Private Wealth
163
Corient Private Wealth
Florida
$285K -$25.3K -300 -8%
AIM
164
Anchor Investment Management
South Carolina
$282K
HNB
165
Huntington National Bank
Ohio
$276K
IWM
166
IHT Wealth Management
Illinois
$269K -$10.9K -129 -4%
AQR Capital Management
167
AQR Capital Management
Connecticut
$268K +$2.95K +35 +1%
CPIG
168
Chicago Partners Investment Group
Illinois
$266K
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$263K -$1.16M -13,791 -82%
SPC
170
Sigma Planning Corp
Michigan
$260K -$12.6K -150 -5%
CAG
171
Centerpoint Advisory Group
Kansas
$256K
GWSG
172
GPS Wealth Strategies Group
Colorado
$253K -$11.3K -134 -4%
IWC
173
Integrated Wealth Concepts
Massachusetts
$250K +$4.97K +59 +2%
QFW
174
QTR Family Wealth
Florida
$243K -$9.53K -113 -4%
CFB
175
Cullen/Frost Bankers
Texas
$240K +$83.4K +989 +54%