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

196 hedge funds and large institutions have $1.17B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 24 closing their positions.

Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
22
Increased
65
Reduced
80
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$349M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.7M
3
WIA
3
World Investment Advisors
California
$3.22M
4
AWS
4
Atria Wealth Solutions
New York
$3.98M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$38.8M

Top Sellers

1
BFG
1
Bouchey Financial Group
New York
$0
2
LPL Financial
2
LPL Financial
California
$51M
3
Wells Fargo
3
Wells Fargo
California
$76.7M
4
KDA
4
Kraft Davis & Associates
Missouri
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$5.39M 73,239 +73,239 New
FWP
27
FAS Wealth Partners
Kansas
$5.12M 69,529 +5,428 +8%
SMC
28
Smith, Moore & Co
Missouri
$4.94M 69,975 -2,503 -3%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$4.27M 58,052 +690 +1%
Truist Financial
30
Truist Financial
North Carolina
$4.17M 56,683 -16,390 -22%
CAL
31
Capital Advisors Ltd
Ohio
$4.1M 55,782 -4,648 -8%
AWS
32
Atria Wealth Solutions
New York
$3.98M 54,073 +32,140 +147%
IWC
33
Integrated Wealth Concepts
Massachusetts
$3.97M 53,897 -2,151 -4%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$3.93M 53,373 -48 -0.1%
EFS
35
Essex Financial Services
Connecticut
$3.88M 52,717 -3,088 -6%
LWMNY
36
Landmark Wealth Management (New York)
New York
$3.68M 50,010 +3,223 +7%
KOMWMG
37
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.5M 47,535 +1,694 +4%
JCM
38
Jacobi Capital Management
Pennsylvania
$3.41M 46,330 +1,292 +3%
KWM
39
Kingsview Wealth Management
Oregon
$3.26M 44,274 +178 +0.4%
WIA
40
World Investment Advisors
California
$3.22M 43,732 +43,732 New
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$2.46M 33,456 – –
DAS
42
Dynamic Advisor Solutions
Arizona
$2.41M 33,014 +8,932 +37%
AWM
43
Avaii Wealth Management
Wisconsin
$2.17M 29,460 -198 -0.7%
HighTower Advisors
44
HighTower Advisors
Illinois
$2.16M 29,382 +924 +3%
MWM
45
Modern Wealth Management
Kansas
$2.04M 27,718 +27,718 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.86M 25,295 -16,995 -40%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.82M 24,673 -4,244 -15%
SOS
48
Silver Oak Securities
Tennessee
$1.69M 22,970 -4,772 -17%
DIA
49
Dana Investment Advisors
Wisconsin
$1.63M 22,189 -2,246 -9%
PI
50
PFG Investments
New York
$1.48M 20,147 +50 +0.2%
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