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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
Morgan Stanley
1
Morgan Stanley
New York
$189M -$5.43M -64,698 -3%
CCM
2
Coldstream Capital Management
Washington
$177M -$13.1M -155,725 -7%
LPL Financial
3
LPL Financial
California
$59.3M -$3.26M -38,817 -5%
Raymond James Financial
4
Raymond James Financial
Florida
$59.1M +$2.2M +26,150 +4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$48.5M +$1.32M +15,728 +3%
Bank of America
6
Bank of America
North Carolina
$44.2M -$748K -8,914 -2%
Stifel Financial
7
Stifel Financial
Missouri
$40.9M -$32.7M -389,316 -45%
BEI
8
Benjamin Edwards Inc
Missouri
$34M -$28.2M -335,677 -45%
Wells Fargo
9
Wells Fargo
California
$33.6M -$5.53M -65,830 -14%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$25M +$688K +8,194 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$24.3M -$451K -5,378 -2%
P
12
&Partners
Tennessee
$22.3M +$165K +1,966 +0.7%
UBS Group
13
UBS Group
Switzerland
$22.3M -$8.5M -101,203 -28%
TFA
14
Toth Financial Advisory
Virginia
$19.2M +$906K +10,788 +5%
Ameriprise
15
Ameriprise
Minnesota
$18.1M +$725K +8,641 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$14.9M -$5.95M -70,886 -29%
CIM
17
Confluence Investment Management
Missouri
$11.5M -$11.2M -133,185 -49%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$11.4M -$426K -5,078 -4%
Osaic Holdings
19
Osaic Holdings
Arizona
$10.1M -$19.1K -227 -0.2%
FWP
20
FAS Wealth Partners
Kansas
$8.4M +$587K +6,997 +8%
MWM
21
Modern Wealth Management
Kansas
$8.1M +$1.59M +18,987 +25%
DWM
22
Dogwood Wealth Management
Kansas
$7.63M +$1.4M +16,666 +23%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$6.64M +$719K +8,566 +12%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.58M -$38.8K -462 -0.6%
SMC
25
Smith, Moore & Co
Missouri
$6.43M -$140K -1,662 -2%