REGL icon

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

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:

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
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
CAG
176
Centerpoint Advisory Group
Kansas
$252K
TRCT
177
Tower Research Capital (TRC)
New York
$246K
CFB
178
Cullen/Frost Bankers
Texas
$239K
ACIM
179
Azimuth Capital Investment Management
Michigan
$223K
MF
180
Meridian Financial
Massachusetts
$222K
ASN
181
Advisory Services Network
Georgia
$222K
EWM
182
Empirical Wealth Management
Washington
$217K
FCM
183
Fortis Capital Management
Washington
$216K
EFMC
184
Empire Financial Management Company
New York
$211K
CT
185
Colonial Trust
South Carolina
$211K
TFS
186
Thoroughbred Financial Services
Tennessee
$210K
MHFA
187
Mission Hills Financial Advisory
California
$208K
SA
188
Sovran Advisors
California
$202K
CD
189
Chapin Davis
Maryland
$201K
PTC
190
Private Trust Company
Ohio
$198K
GI
191
GAMMA Investing
California
$171K
HR
192
Howe & Rusling
New York
$155K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$148K
GRP
194
Global Retirement Partners
California
$121K
GWSG
195
GPS Wealth Strategies Group
Colorado
$121K
IAIM
196
International Assets Investment Management
Florida
$117K
SS
197
Sunbelt Securities
Texas
$115K
MCM
198
MAI Capital Management
Ohio
$115K
CA
199
Clearstead Advisors
Ohio
$114K
SWM
200
Spire Wealth Management
Virginia
$97.6K