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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

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 230241 (+11)

1.65% less ownership

Funds ownership: 67.01%65.36% (-1.6%)

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
+11
Holders Change %
+4.78%
% of All Funds
2.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
27
Increased
76
Reduced
91
Closed
14
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 +$67.9K +809 +38%
CFB
178
Cullen/Frost Bankers
Texas
$239K +$1.76K +21 +0.7%
ACIM
179
Azimuth Capital Investment Management
Michigan
$223K
MF
180
Meridian Financial
Massachusetts
$222K +$336 +4 +0.2%
ASN
181
Advisory Services Network
Georgia
$222K
EWM
182
Empirical Wealth Management
Washington
$217K -$101K -1,206 -32%
FCM
183
Fortis Capital Management
Washington
$216K +$215K +2,566 New
EFMC
184
Empire Financial Management Company
New York
$211K
CT
185
Colonial Trust
South Carolina
$211K
TFS
186
Thoroughbred Financial Services
Tennessee
$210K -$3.11K -37 -1%
MHFA
187
Mission Hills Financial Advisory
California
$208K +$208K +2,472 New
SA
188
Sovran Advisors
California
$202K +$190K +2,269 New
CD
189
Chapin Davis
Maryland
$201K
PTC
190
Private Trust Company
Ohio
$198K
GI
191
GAMMA Investing
California
$171K +$170K +2,025 New
HR
192
Howe & Rusling
New York
$155K +$4.45K +53 +3%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$148K +$672 +8 +0.5%
GRP
194
Global Retirement Partners
California
$121K -$1.18K -14 -1%
GWSG
195
GPS Wealth Strategies Group
Colorado
$121K -$128K -1,524 -52%
IAIM
196
International Assets Investment Management
Florida
$117K +$117K +1,392 New
SS
197
Sunbelt Securities
Texas
$115K
MCM
198
MAI Capital Management
Ohio
$115K +$10.4K +124 +10%
CA
199
Clearstead Advisors
Ohio
$114K
SWM
200
Spire Wealth Management
Virginia
$97.6K +$756 +9 +0.8%