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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 $979M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
86
Reduced
67
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$23.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$33.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.93M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.8M
5
LPL Financial
5
LPL Financial
California
$52.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$22.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$146M
3
PFG
3
Prosperity Financial Group
California
$0
4
Bank of America
4
Bank of America
North Carolina
$40.4M
5
Wells Fargo
5
Wells Fargo
California
$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$4.94M -$78.7K -1,179 -2%
PFO
27
Pathstone Family Office
New Jersey
$4.89M – – –
Truist Financial
28
Truist Financial
North Carolina
$4.88M +$122K +1,826 +3%
LWP
29
LMG Wealth Partners
Louisiana
$4.8M +$3.05M +45,747 +175%
KWA
30
Kellett Wealth Advisors
Ohio
$4.74M +$295K +4,414 +7%
SMC
31
Smith, Moore & Co
Missouri
$4.68M +$199K +3,077 +4%
FWP
32
FAS Wealth Partners
Kansas
$4.28M +$946K +14,167 +28%
CAL
33
Capital Advisors Ltd
Ohio
$4.03M -$79.7K -1,194 -2%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$3.83M +$973K +14,584 +34%
IWC
35
Integrated Wealth Concepts
Massachusetts
$3.74M +$136K +2,038 +4%
EFS
36
Essex Financial Services
Connecticut
$3.72M -$63.4K -950 -2%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$3.57M -$1.66M -24,813 -32%
LOIP
38
Live Oak Investment Partners
Texas
$3.18M -$3.26M – –
AC
39
Avant Capital
Louisiana
$3.17M +$29.6K +443 +0.9%
LWMNY
40
Landmark Wealth Management (New York)
New York
$3.12M -$37.8K -567 -1%
KOMWMG
41
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.06M +$168K +2,514 +6%
JCM
42
Jacobi Capital Management
Pennsylvania
$3.01M -$170K -2,546 -5%
KWM
43
Kingsview Wealth Management
Oregon
$2.94M +$447K +6,700 +18%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$2.82M +$448K +6,713 +19%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$2.23M +$133K +2,000 +6%
Citadel Advisors
46
Citadel Advisors
Florida
$2.04M +$2.04M +30,527 New
VF
47
Virtu Financial
New York
$2.03M +$2.03M +30,383 New
Goldman Sachs
48
Goldman Sachs
New York
$2.01M +$10.5K +158 +0.5%
AWM
49
Avaii Wealth Management
Wisconsin
$1.98M -$48.3K -724 -2%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.93M -$1.3M -19,449 -40%
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