REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF

238 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 26 funds opening new positions, 76 increasing their positions, 90 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:

11% less capital invested

Capital invested by funds: $1.24B → $1.11B (-$130M)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

Holders
238
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
WP
151
WealthPLAN Partners
Nebraska
$341K
HFM
152
Hartford Financial Management
Connecticut
$337K
WG
153
WMS Group
Louisiana
$337K
ESB
154
Essex Savings Bank
Connecticut
$335K
KWM
155
Kingsview Wealth Management
Oregon
$328K
BRWA
156
B. Riley Wealth Advisors
Florida
$326K
Goldman Sachs
157
Goldman Sachs
New York
$314K
GWM
158
Gilpin Wealth Management
Colorado
$296K
CSC
159
Caldwell Sutter Capital
California
$293K
MCP
160
Martin Capital Partners
Oregon
$289K
RPC
161
Rossmore Private Capital
Connecticut
$288K
SAI
162
Savvy Advisors Inc
New York
$284K
MC
163
Moors & Cabot
Massachusetts
$284K
AFP
164
Ausdal Financial Partners
Iowa
$283K
CPIG
165
Chicago Partners Investment Group
Illinois
$282K
AMM
166
American Money Management
California
$280K
AIM
167
Anchor Investment Management
South Carolina
$278K
HNB
168
Huntington National Bank
Ohio
$272K
DWAM
169
Duncan Williams Asset Management
Tennessee
$269K
Bessemer Group
170
Bessemer Group
New Jersey
$267K
IWM
171
IHT Wealth Management
Illinois
$266K
MF
172
Montis Financial
Massachusetts
$265K
QFW
173
QTR Family Wealth
Florida
$259K
CAG
174
Centerpoint Advisory Group
Kansas
$252K
TRCT
175
Tower Research Capital (TRC)
New York
$246K