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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 %
CCM
1
Coldstream Capital Management
Washington
$202M +$5.17M +64,118 +3%
Morgan Stanley
2
Morgan Stanley
New York
$181M -$5.07M -62,857 -3%
LPL Financial
3
LPL Financial
California
$55.1M -$804K -9,971 -1%
Wells Fargo
4
Wells Fargo
California
$54.4M -$7.59M -94,087 -12%
Raymond James Financial
5
Raymond James Financial
Florida
$52.3M +$377K +4,675 +0.7%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$43.5M -$3.56M -44,153 -8%
Bank of America
7
Bank of America
North Carolina
$42.4M +$1.9M +23,581 +5%
UBS Group
8
UBS Group
Switzerland
$30.9M +$656K +8,135 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$25.6M -$690K -8,561 -3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$24.4M -$312K -3,867 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$23.4M -$3.94M -48,886 -14%
TFA
12
Toth Financial Advisory
Virginia
$16.7M +$268K +3,329 +2%
P
13
&Partners
Tennessee
$14.4M +$1.11M +13,872 +8%
Ameriprise
14
Ameriprise
Minnesota
$12.4M +$630K +7,803 +5%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$11.8M +$5.89M +72,989 +100%
Osaic Holdings
16
Osaic Holdings
Arizona
$10.2M +$717K +8,877 +8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$6.96M -$611K -7,579 -8%
FWP
18
FAS Wealth Partners
Kansas
$6.72M +$155K +1,925 +2%
CWM
19
Connecticut Wealth Management
Connecticut
$6.29M +$6.29M +78,030 New
SMC
20
Smith, Moore & Co
Missouri
$6.29M +$18.3K +227 +0.3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$6.06M +$4.88M +60,481 +412%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$6.05M -$115K -1,426 -2%
Stifel Financial
23
Stifel Financial
Missouri
$5.64M -$26.8K -332 -0.5%
PA
24
Pinnacle Associates
New York
$5.62M -$902K -11,178 -14%
DWM
25
Dogwood Wealth Management
Kansas
$5.05M +$183K +2,271 +4%
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