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ProShares S&P MidCap 400 Dividend Aristocrats ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+6
Holders Change %
+2.91%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
79
Reduced
59
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$6.29M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$5.89M
3
CCM
Coldstream Capital Management
Washington
+$5.17M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.88M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.54M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.59M
2
Morgan Stanley
Morgan Stanley
New York
-$5.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.94M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.56M
5
LWMNY
Landmark Wealth Management (New York)
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
176
Howe & Rusling
New York
$124K +$1.29K +16 +1%
SWM
177
Spire Wealth Management
Virginia
$91.3K – – –
SSB
178
Sandy Spring Bank
Maryland
$81.1K – – –
MHR
179
Matthew Hamilton Rosenberg
$75.8K +$44.4K +550 +141%
LFG
180
Larson Financial Group
Missouri
$67.9K – – –
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$67K +$2.65K +33 +4%
DFA
182
DHJJ Financial Advisors
Illinois
$64.4K – – –
Russell Investments Group
183
Russell Investments Group
United Kingdom
$61.1K -$2.74K -34 -4%
William Blair & Company
184
William Blair & Company
Illinois
$52.2K +$30.6K +379 +141%
PS
185
Principal Securities
Iowa
$41.9K – – –
IA
186
IFP Advisors
Florida
$41.4K -$4.52K -56 -10%
CA
187
Clearstead Advisors
Ohio
$40.3K – – –
AssetMark Inc
188
AssetMark Inc
California
$38.1K – – –
AP
189
Aspect Partners
Virginia
$36.9K – – –
ADL
190
Asset Dedication LLC
California
$36.3K – – –
MCM
191
MAI Capital Management
Ohio
$35.3K – – –
AA
192
Ancora Advisors
Ohio
$32.3K – – –
WSFS
193
Wilmington Savings Fund Society
Delaware
$30.6K +$3.47K +43 +13%
TWC
194
TD Waterhouse Canada
Ontario, Canada
$30.6K – – –
FFA
195
Farther Finance Advisors
California
$29.6K – – –
BL
196
BFSG LLC
California
$28.3K – – –
MWM
197
MorganRosel Wealth Management
Colorado
$24.2K +$24.2K +300 New
BlackRock
198
BlackRock
New York
$20.2K +$7.58K +94 +60%
CIA
199
Cape Investment Advisory
Georgia
$19K -$8.87K -110 -32%
BFS
200
Burkett Financial Services
South Carolina
$17.6K +$17.6K +218 New
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