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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

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 230241 (+11)

1.65% less ownership

Funds ownership: 67.01%65.36% (-1.6%)

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
+11
Holders Change %
+4.78%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
27
Increased
76
Reduced
91
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PG
151
Patten Group
Tennessee
$345K -$58.5K -697 -15%
US Bancorp
152
US Bancorp
Minnesota
$342K
WP
153
WealthPLAN Partners
Nebraska
$341K -$7.97K -95 -2%
HFM
154
Hartford Financial Management
Connecticut
$337K
WG
155
WMS Group
Louisiana
$337K +$336K +4,000 New
ESB
156
Essex Savings Bank
Connecticut
$335K -$33.6K -400 -9%
KWM
157
Kingsview Wealth Management
Oregon
$328K -$6.72K -80 -2%
BRWA
158
B. Riley Wealth Advisors
Florida
$326K -$16.8K -200 -5%
Goldman Sachs
159
Goldman Sachs
New York
$314K -$3.86K -46 -1%
GWM
160
Gilpin Wealth Management
Colorado
$296K +$296K +3,520 New
CSC
161
Caldwell Sutter Capital
California
$293K +$672 +8 +0.2%
MCP
162
Martin Capital Partners
Oregon
$289K -$7.14K -85 -2%
RPC
163
Rossmore Private Capital
Connecticut
$288K
SAI
164
Savvy Advisors Inc
New York
$284K +$284K +3,378 New
MC
165
Moors & Cabot
Massachusetts
$284K
AFP
166
Ausdal Financial Partners
Iowa
$283K -$91.6K -1,091 -24%
CPIG
167
Chicago Partners Investment Group
Illinois
$282K
AMM
168
American Money Management
California
$280K -$2.1K -25 -0.7%
AIM
169
Anchor Investment Management
South Carolina
$278K
HNB
170
Huntington National Bank
Ohio
$272K
DWAM
171
Duncan Williams Asset Management
Tennessee
$269K +$247K +2,939 New
Bessemer Group
172
Bessemer Group
New Jersey
$267K -$264K -3,148 -50%
IWM
173
IHT Wealth Management
Illinois
$266K +$336 +4 +0.1%
MF
174
Montis Financial
Massachusetts
$265K -$51.9K -618 -16%
QFW
175
QTR Family Wealth
Florida
$259K -$5.12K -61 -2%