REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF

106 hedge funds and large institutions have $292M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-9
Holders Change %
-7.83%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
42
Reduced
35
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
26
Kingsview Wealth Management
Oregon
$1.35M -$773K -17,166 -36%
IMOV
27
Investment Management of Virginia
Virginia
$1.26M +$1.26M +27,903 New
SMC
28
Smith, Moore & Co
Missouri
$1.23M +$46.8K +1,039 +4%
CAL
29
Capital Advisors Ltd
Ohio
$1.19M +$363K +8,075 +44%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$145K +3,228 +14%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.11M -$213K -4,724 -16%
HIS
32
Harvest Investment Services
Illinois
$1.09M -$278K -6,183 -20%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.08M -$3.76M -83,584 -78%
APA
34
American Portfolios Advisors
New York
$996K +$39.3K +872 +4%
Truist Financial
35
Truist Financial
North Carolina
$940K -$286K -6,347 -23%
AIP
36
Ahrens Investment Partners
Louisiana
$831K -$13.5K -300 -2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$830K -$434K -9,643 -34%
PIA
38
Perennial Investment Advisors
California
$823K +$329K +7,303 +67%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$809K -$40.5K -900 -5%
WS
40
Wedbush Securities
California
$806K -$527K -11,707 -40%
AB
41
Atlas Brown
Kentucky
$741K +$12.3K +274 +2%
PCS
42
Personal CFO Solutions
New Jersey
$720K -$38.1K -847 -5%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$681K -$2.16K -48 -0.3%
SLA
44
Silver Lake Advisory
Utah
$641K +$78.9K +1,753 +14%
IAN
45
Integrated Advisors Network
Texas
$637K -$28.6K -636 -4%
TWP
46
Tempus Wealth Planning
California
$594K +$98.1K +2,178 +20%
OC
47
Oppenheimer & Co
New York
$587K -$23.4K -519 -4%
EH
48
Equitable Holdings
New York
$575K -$66.9K -1,485 -10%
SPIA
49
Steward Partners Investment Advisory
New York
$561K +$120K +2,665 +27%
Citigroup
50
Citigroup
New York
$556K -$90.6K -2,012 -14%