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ProShares S&P MidCap 400 Dividend Aristocrats ETF

230 hedge funds and large institutions have $1.24B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

35% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 72

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$39.1M)

0% more funds holding

Funds holding: 229230 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.21% less ownership

Funds ownership: 67.21%67.01% (-0.21%)

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
97
Reduced
72
Closed
13
Calls
$205K
Puts
Net Calls
+$205K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$197M -$3.55M -42,123 -2%
CCM
2
Coldstream Capital Management
Washington
$193M -$13.5M -159,998 -7%
Stifel Financial
3
Stifel Financial
Missouri
$74.7M -$668K -7,922 -0.9%
LPL Financial
4
LPL Financial
California
$63.4M +$2.8M +33,210 +5%
BEI
5
Benjamin Edwards Inc
Missouri
$63.1M -$1.54M -18,250 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$57.6M +$1.04M +12,371 +2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$47.8M +$1.68M +19,883 +4%
Bank of America
8
Bank of America
North Carolina
$45.6M -$375K -4,445 -0.8%
Wells Fargo
9
Wells Fargo
California
$39.6M -$7.55M -89,611 -16%
UBS Group
10
UBS Group
Switzerland
$31.2M +$4.53M +53,742 +17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$25.1M -$474K -5,625 -2%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$24.7M -$1.51M -17,889 -6%
CIM
13
Confluence Investment Management
Missouri
$23M -$2.58M -30,625 -10%
P
14
&Partners
Tennessee
$22.4M +$587K +6,962 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$21.1M -$986K -11,691 -5%
TFA
16
Toth Financial Advisory
Virginia
$18.5M +$705K +8,359 +4%
Ameriprise
17
Ameriprise
Minnesota
$17.6M +$633K +7,509 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$12M +$1.73M +20,559 +17%
Osaic Holdings
19
Osaic Holdings
Arizona
$10.2M -$393K -4,657 -4%
FWP
20
FAS Wealth Partners
Kansas
$7.92M +$525K +6,223 +7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$7.49M +$999K +11,848 +16%
SOS
22
Silver Oak Securities
Tennessee
$7.44M +$208K +2,468 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$6.7M -$1.26M -14,937 -16%
SMC
24
Smith, Moore & Co
Missouri
$6.65M -$118K -1,403 -2%
MWM
25
Modern Wealth Management
Kansas
$6.59M +$1.17M +13,892 +22%