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ProShares S&P MidCap 400 Dividend Aristocrats ETF

236 hedge funds and large institutions have $1.1B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 24 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 → $1.1B (-$131M)

16% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 90

Holders
236
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
ACIM
176
Azimuth Capital Investment Management
Michigan
$223K
MF
177
Meridian Financial
Massachusetts
$222K
ASN
178
Advisory Services Network
Georgia
$222K
EWM
179
Empirical Wealth Management
Washington
$217K
FCM
180
Fortis Capital Management
Washington
$216K
EFMC
181
Empire Financial Management Company
New York
$211K
CT
182
Colonial Trust
South Carolina
$211K
TFS
183
Thoroughbred Financial Services
Tennessee
$210K
MHFA
184
Mission Hills Financial Advisory
California
$208K
SA
185
Sovran Advisors
California
$202K
CD
186
Chapin Davis
Maryland
$201K
PTC
187
Private Trust Company
Ohio
$198K
GI
188
GAMMA Investing
California
$171K
HR
189
Howe & Rusling
New York
$155K
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$148K
GRP
191
Global Retirement Partners
California
$121K
GWSG
192
GPS Wealth Strategies Group
Colorado
$121K
IAIM
193
International Assets Investment Management
Florida
$117K
SS
194
Sunbelt Securities
Texas
$115K
MCM
195
MAI Capital Management
Ohio
$115K
CA
196
Clearstead Advisors
Ohio
$114K
SWM
197
Spire Wealth Management
Virginia
$97.6K
WTC
198
WhitTier Trust Company
Nevada
$89.3K
SAM
199
Smartleaf Asset Management
Massachusetts
$87.4K
AUB
200
Atlantic Union Bankshares
Virginia
$84.6K