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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
PG
151
Patten Group
Tennessee
$345K
US Bancorp
152
US Bancorp
Minnesota
$342K
WP
153
WealthPLAN Partners
Nebraska
$341K
HFM
154
Hartford Financial Management
Connecticut
$337K
WG
155
WMS Group
Louisiana
$337K
ESB
156
Essex Savings Bank
Connecticut
$335K
KWM
157
Kingsview Wealth Management
Oregon
$328K
BRWA
158
B. Riley Wealth Advisors
Florida
$326K
Goldman Sachs
159
Goldman Sachs
New York
$314K
GWM
160
Gilpin Wealth Management
Colorado
$296K
CSC
161
Caldwell Sutter Capital
California
$293K
MCP
162
Martin Capital Partners
Oregon
$289K
RPC
163
Rossmore Private Capital
Connecticut
$288K
SAI
164
Savvy Advisors Inc
New York
$284K
MC
165
Moors & Cabot
Massachusetts
$284K
AFP
166
Ausdal Financial Partners
Iowa
$283K
CPIG
167
Chicago Partners Investment Group
Illinois
$282K
AMM
168
American Money Management
California
$280K
AIM
169
Anchor Investment Management
South Carolina
$278K
HNB
170
Huntington National Bank
Ohio
$272K
DWAM
171
Duncan Williams Asset Management
Tennessee
$269K
Bessemer Group
172
Bessemer Group
New Jersey
$267K
IWM
173
IHT Wealth Management
Illinois
$266K
MF
174
Montis Financial
Massachusetts
$265K
QFW
175
QTR Family Wealth
Florida
$259K