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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 %
AAG
201
Armstrong Advisory Group
Massachusetts
$11.9K – – –
TSMHT
202
Thurston Springer Miller Herd & Titak
Indiana
$11.3K +$11.3K +140 New
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$11.2K – – –
CTB
204
Country Trust Bank
Illinois
$10.5K -$14.6K -181 -58%
CA
205
Continuum Advisory
Idaho
$9.68K +$9.68K +120 New
AG
206
AmeriFlex Group
Nevada
$8.39K – – –
PB
207
Pinnacle Bancorp
Nebraska
$8.07K – – –
CA
208
CoreCap Advisors
Michigan
$7.26K – – –
AWM
209
Accredited Wealth Management
Kentucky
$4.06K +$4.06K +50 New
SIM
210
Synergy Investment Management
Florida
$3.87K +$3.87K +48 New
PSFG
211
Park Square Financial Group
Georgia
$3.63K – – –
MSG
212
Main Street Group
Virginia
$1.21K +$1.21K +15 New
Citigroup
213
Citigroup
New York
$81 +$81 +1 New
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
– -$595K -7,381 Closed
RPC
215
Rossmore Private Capital
Connecticut
– -$276K -3,425 Closed
SW
216
SkyOak Wealth
Michigan
– -$227K -2,819 Closed
RCAG
217
Rehmann Capital Advisory Group
Michigan
– -$224K -2,781 Closed
CCB
218
Cutter & Co Brokerage
Missouri
– -$208K -2,576 Closed
IAN
219
Integrated Advisors Network
Texas
– -$205K -2,538 Closed
IA
220
Insight Advisors
Pennsylvania
– -$200K -2,488 Closed
CFGS
221
Concourse Financial Group Securities
Alabama
– -$100K -1,215 Closed
HI
222
Hoey Investments
Pennsylvania
– -$14.8K -183 Closed
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
– -$8.77K -110 Closed
VHAM
224
Van Hulzen Asset Management
California
– -$6.17K -76 Closed
VNA
225
Valley National Advisers
Pennsylvania
– -$2K -32 Closed
6 7 8
9
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