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ProShares S&P MidCap 400 Dividend Aristocrats ETF

230 hedge funds and large institutions have $1.24B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

35% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 72

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$39.1M)

0% more funds holding

Funds holding: 229230 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.21% less ownership

Funds ownership: 67.21%67.01% (-0.21%)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
97
Reduced
72
Closed
13
Calls
$205K
Puts
Net Calls
+$205K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
176
William Blair & Company
Illinois
$232K +$149K +1,770 +187%
JP Morgan Chase
177
JP Morgan Chase
New York
$229K -$258K -3,058 -53%
ACIM
178
Azimuth Capital Investment Management
Michigan
$226K
ASN
179
Advisory Services Network
Georgia
$225K
MF
180
Meridian Financial
Massachusetts
$224K +$422 +5 +0.2%
TSS
181
Two Sigma Securities
New York
$222K +$219K +2,603 New
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$219K +$84 +1 +0%
TFS
183
Thoroughbred Financial Services
Tennessee
$216K -$35.4K -420 -14%
EFMC
184
Empire Financial Management Company
New York
$214K
CT
185
Colonial Trust
South Carolina
$213K
CD
186
Chapin Davis
Maryland
$204K -$8.52K -101 -4%
PTC
187
Private Trust Company
Ohio
$200K
TRCT
188
Tower Research Capital (TRC)
New York
$180K -$352K -4,180 -66%
HR
189
Howe & Rusling
New York
$153K +$13.9K +165 +10%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$149K +$79.7K +945 +118%
GRP
191
Global Retirement Partners
California
$124K
SS
192
Sunbelt Securities
Texas
$117K +$115K +1,370 New
CA
193
Clearstead Advisors
Ohio
$115K
MCM
194
MAI Capital Management
Ohio
$106K +$67.5K +801 +182%
SWM
195
Spire Wealth Management
Virginia
$98.2K +$927 +11 +1%
SAM
196
Smartleaf Asset Management
Massachusetts
$87.1K
AUB
197
Atlantic Union Bankshares
Virginia
$85.8K
LFG
198
Larson Financial Group
Missouri
$71.9K
Russell Investments Group
199
Russell Investments Group
United Kingdom
$69.7K +$2.36K +28 +4%
DFA
200
DHJJ Financial Advisors
Illinois
$68.1K