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

206 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
19
Increased
87
Reduced
65
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Pinnacle Associates
New York
$14.7M
2
CCM
2
Coldstream Capital Management
Washington
$143M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.4M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$3.8M
5
LPL Financial
5
LPL Financial
California
$52.3M

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$27.9M
2
CW
2
Connectus Wealth
Ohio
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$160M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.3M
5
UBS Group
5
UBS Group
Switzerland
$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$5.28M +$66.9K +952 +1%
PFO
27
Pathstone Family Office
New Jersey
$5.15M +$35.1K +500 +0.7%
Truist Financial
28
Truist Financial
North Carolina
$5.01M -$185K -2,630 -4%
SMC
29
Smith, Moore & Co
Missouri
$4.72M +$73.6K +1,082 +2%
KWA
30
Kellett Wealth Advisors
Ohio
$4.68M +$97.6K +1,389 +2%
IA
31
Insight Advisors
Pennsylvania
$4.44M +$790K +11,237 +22%
PFG
32
Prosperity Financial Group
California
$4.41M -$10.3K -146 -0.2%
CAL
33
Capital Advisors Ltd
Ohio
$4.33M -$24.1K -343 -0.6%
EFS
34
Essex Financial Services
Connecticut
$3.99M +$157K +2,233 +4%
IWC
35
Integrated Wealth Concepts
Massachusetts
$3.8M +$3.8M +54,010 New
FWP
36
FAS Wealth Partners
Kansas
$3.51M +$1.13M +16,068 +47%
MML Investors Services
37
MML Investors Services
Massachusetts
$3.4M +$337K +4,795 +11%
JCM
38
Jacobi Capital Management
Pennsylvania
$3.34M +$152K +2,157 +5%
LWMNY
39
Landmark Wealth Management (New York)
New York
$3.33M +$156K +2,220 +5%
AC
40
Avant Capital
Louisiana
$3.31M +$24.2K +344 +0.7%
LOIP
41
Live Oak Investment Partners
Texas
$3.26M -$3.16M – –
KOMWMG
42
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.05M +$186K +2,645 +7%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$3.01M +$108K +1,540 +4%
SOS
44
Silver Oak Securities
Tennessee
$2.69M +$562K +8,004 +26%
KWM
45
Kingsview Wealth Management
Oregon
$2.63M +$149K +2,124 +6%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$2.5M +$107K +1,522 +4%
CAN
47
Cetera Advisor Networks
California
$2.49M -$955K -13,587 -28%
FPGK
48
Financial Partners Group (Kansas)
Kansas
$2.31M -$1.01M -14,036 -30%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$2.21M +$62.8K +893 +3%
PI
50
PFG Investments
New York
$2.16M +$1.45M +20,612 +203%
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