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

202 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
94
Reduced
52
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$134M
2
LPL Financial
2
LPL Financial
California
$49.1M
3
CWM
3
Connecticut Wealth Management
Connecticut
$8.32M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.2M
5
Wells Fargo
5
Wells Fargo
California
$82.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$32.1M
2
PFO
2
Pathstone Family Office
New Jersey
$5.15M
3
LOIP
3
Live Oak Investment Partners
Texas
$3.16M
4
UBS Group
4
UBS Group
Switzerland
$36.4M
5
EH
5
Equitable Holdings
New York
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$5.23M 73,877 +14,709 +25%
PFO
27
Pathstone Family Office
New Jersey
$5.15M 72,739 -72,739 -50%
SMC
28
Smith, Moore & Co
Missouri
$4.83M 68,319 +4,336 +7%
KWA
29
Kellett Wealth Advisors
Ohio
$4.61M 65,152 +8,849 +16%
PFG
30
Prosperity Financial Group
California
$4.45M 62,953 +23,178 +58%
CAL
31
Capital Advisors Ltd
Ohio
$4.38M 61,967 +713 +1%
RA
32
RiverTree Advisors
Florida
$3.96M 55,960 +44 +0.1%
EFS
33
Essex Financial Services
Connecticut
$3.86M 54,522 +13,847 +34%
IA
34
Insight Advisors
Pennsylvania
$3.67M 51,887 +1,863 +4%
CAN
35
Cetera Advisor Networks
California
$3.46M 48,958 +15,776 +48%
AC
36
Avant Capital
Louisiana
$3.31M 46,755 +1,985 +4%
FPGK
37
Financial Partners Group (Kansas)
Kansas
$3.28M 46,290 +1,912 +4%
JCM
38
Jacobi Capital Management
Pennsylvania
$3.21M 45,427 +1,140 +3%
LWMNY
39
Landmark Wealth Management (New York)
New York
$3.19M 45,134 +10,208 +29%
LOIP
40
Live Oak Investment Partners
Texas
– – – –
MML Investors Services
41
MML Investors Services
Massachusetts
$3.08M 43,571 +3,590 +9%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$2.92M 41,238 +1,167 +3%
KOMWMG
43
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.88M 40,682 +38,269 +1,586%
KWM
44
Kingsview Wealth Management
Oregon
$2.5M 35,272 -4,775 -12%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.41M 34,055 -2,472 -7%
FWP
46
FAS Wealth Partners
Kansas
$2.4M 33,866 -1,135 -3%
AWM
47
Avaii Wealth Management
Wisconsin
$2.29M 32,342 +120 +0.4%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$2.16M 30,563 +313 +1%
SOS
49
Silver Oak Securities
Tennessee
$2.14M 30,255 -454 -1%
IFPG
50
Intrepid Financial Planning Group
Indiana
$2.01M 28,432 +8,766 +45%
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