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ProShares S&P MidCap 400 Dividend Aristocrats ETF
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Overview Fund Activity

226 hedge funds and large institutions have $1.19B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+14
Holders Change %
+6.6%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
92
Reduced
72
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$66.3M
2
BEI
Benjamin Edwards Inc
Missouri
+$58.4M
3
CIM
Confluence Investment Management
Missouri
+$24.5M
4
Morgan Stanley
Morgan Stanley
New York
+$8.93M
5
P
&Partners
Tennessee
+$6.19M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.81M
2
CCM
Coldstream Capital Management
Washington
-$7.3M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.97M
4
UBS Group
UBS Group
Switzerland
-$5.77M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$197M -$7.3M -89,576 -4%
Morgan Stanley
2
Morgan Stanley
New York
$192M +$8.93M +109,559 +5%
Stifel Financial
3
Stifel Financial
Missouri
$72M +$66.3M +812,833 +1,163%
BEI
4
Benjamin Edwards Inc
Missouri
$61.8M +$58.4M +716,621 +1,754%
LPL Financial
5
LPL Financial
California
$57.9M +$2.13M +26,138 +4%
Raymond James Financial
6
Raymond James Financial
Florida
$54.1M +$1.22M +14,985 +2%
Wells Fargo
7
Wells Fargo
California
$45.2M -$9.81M -120,274 -18%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$44.1M +$118K +1,444 +0.3%
Bank of America
9
Bank of America
North Carolina
$43.9M +$987K +12,108 +2%
UBS Group
10
UBS Group
Switzerland
$25.4M -$5.77M -70,777 -18%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$25M +$314K +3,847 +1%
CIM
12
Confluence Investment Management
Missouri
$24.5M +$24.5M +300,181 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.5M -$1.47M -18,003 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$21.1M -$2.51M -30,822 -11%
P
15
&Partners
Tennessee
$20.8M +$6.19M +75,932 +42%
TFA
16
Toth Financial Advisory
Virginia
$17M +$95.3K +1,169 +0.6%
Ameriprise
17
Ameriprise
Minnesota
$16.3M +$3.7M +45,417 +30%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.78M +$3.66M +44,838 +60%
Osaic Holdings
19
Osaic Holdings
Arizona
$8.81M -$1.38M -17,111 -14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$7.62M +$581K +7,120 +8%
FWP
21
FAS Wealth Partners
Kansas
$7.06M +$263K +3,225 +4%
SOS
22
Silver Oak Securities
Tennessee
$6.9M +$2.34M +28,656 +51%
SMC
23
Smith, Moore & Co
Missouri
$6.47M +$115K +1,416 +2%
CWM
24
Connecticut Wealth Management
Connecticut
$6.23M -$130K -1,596 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$6.19M +$82.5K +1,012 +1%
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