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

214 hedge funds and large institutions have $1.04B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 74 reducing their positions, and 10 closing their positions.

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
75
Reduced
74
Closed
10
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$841K

Top Buyers

1
IAN
1
Integrated Advisors Network
Texas
$12M
2
CCM
2
Coldstream Capital Management
Washington
$170M
3
CA
3
Cetera Advisors
Colorado
$5.65M
4
UAG
4
United Advisor Group
Ohio
$2.36M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$187M
2
PPW
2
Parcion Private Wealth
Washington
$1.18M
3
Wells Fargo
3
Wells Fargo
California
$69M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.6M
5
PA
5
Pinnacle Associates
New York
$7.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$5.75M 73,239 – –
SMC
27
Smith, Moore & Co
Missouri
$5.67M 72,168 +2,193 +3%
CA
28
Cetera Advisors
Colorado
$5.65M 71,901 +68,184 +1,834%
FWP
29
FAS Wealth Partners
Kansas
$4.73M 60,181 -9,348 -13%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$4.42M 56,309 -1,743 -3%
CAL
31
Capital Advisors Ltd
Ohio
$4.4M 56,057 +275 +0.5%
Truist Financial
32
Truist Financial
North Carolina
$4.4M 56,039 -644 -1%
EFS
33
Essex Financial Services
Connecticut
$4.06M 51,649 -1,068 -2%
LWMNY
34
Landmark Wealth Management (New York)
New York
$3.95M 50,270 +260 +0.5%
AWS
35
Atria Wealth Solutions
New York
$3.94M 50,144 -3,929 -7%
KWM
36
Kingsview Wealth Management
Oregon
$3.86M 49,103 +4,829 +11%
IWC
37
Integrated Wealth Concepts
Massachusetts
$3.82M 48,627 -5,270 -10%
JCM
38
Jacobi Capital Management
Pennsylvania
$3.76M 47,911 +1,581 +3%
WIA
39
World Investment Advisors
California
$3.41M 34,396 -9,336 -21%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$3.35M 42,583 -10,790 -20%
Goldman Sachs
41
Goldman Sachs
New York
$3.33M 42,434 +24,935 +142%
KOMWMG
42
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.99M 38,088 -9,447 -20%
MWM
43
Modern Wealth Management
Kansas
$2.85M 36,298 +8,580 +31%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$2.4M 30,578 -2,878 -9%
UAG
45
United Advisor Group
Ohio
$2.36M 30,034 +30,034 New
AWM
46
Avaii Wealth Management
Wisconsin
$2.18M 27,694 -1,766 -6%
PPWP
47
Premier Path Wealth Partners
New Jersey
$2M 25,488 +5,991 +31%
CFP
48
Cascade Financial Partners
California
$1.93M 25,770 +25,770 New
PFG
49
Prosperity Financial Group
California
$1.89M 24,102 +19,600 +435%
Jane Street
50
Jane Street
New York
$1.87M 23,749 +23,749 New
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