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

203 hedge funds and large institutions have $941M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
-11
Holders Change %
-5.14%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
62
Reduced
82
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$168M
2
RJA
2
Raymond James & Associates
Florida
$18.1M
3
DWM
3
Dogwood Wealth Management
Kansas
$3.43M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$41.7M
5
Wells Fargo
5
Wells Fargo
California
$65.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$9.88M
2
IAN
2
Integrated Advisors Network
Texas
$4.87M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.69M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22M
5
Morgan Stanley
5
Morgan Stanley
New York
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Summit Wealth Partners
Florida
$5M -$1.28M -17,438 -20%
SA
27
Sanctuary Advisors
Indiana
$4.89M +$4.89M +64,586 New
IAN
28
Integrated Advisors Network
Texas
$4.87M -$6.36M -86,412 -57%
EFS
29
Essex Financial Services
Connecticut
$4.48M +$477K +6,151 +12%
CAL
30
Capital Advisors Ltd
Ohio
$4.07M -$57K -774 -1%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$4.07M -$80.4K -1,092 -2%
Truist Financial
32
Truist Financial
North Carolina
$3.99M -$132K -1,795 -3%
Goldman Sachs
33
Goldman Sachs
New York
$3.83M +$702K +9,536 +22%
LWMNY
34
Landmark Wealth Management (New York)
New York
$3.72M +$19.9K +271 +0.5%
AWS
35
Atria Wealth Solutions
New York
$3.69M -$20.8K -281 -0.6%
JCM
36
Jacobi Capital Management
Pennsylvania
$3.55M +$24K +326 +0.7%
DWM
37
Dogwood Wealth Management
Kansas
$3.43M +$3.33M +45,205 +3,168%
KOMWMG
38
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.17M +$367K +4,979 +13%
WIA
39
World Investment Advisors
California
$3.14M +$607K +8,242 +24%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$3.01M -$124K -1,691 -4%
CFP
41
Cascade Financial Partners
California
$2.9M +$1.01M +13,680 +53%
MWM
42
Modern Wealth Management
Kansas
$2.82M +$145K +1,971 +5%
UAG
43
United Advisor Group
Ohio
$2.55M +$335K +4,553 +15%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$2.16M -$90.6K -1,231 -4%
PPWP
45
Premier Path Wealth Partners
New Jersey
$1.98M +$98.9K +1,343 +5%
PI
46
PFG Investments
New York
$1.96M +$405K +5,500 +26%
DAS
47
Dynamic Advisor Solutions
Arizona
$1.89M +$221K +3,005 +13%
PFG
48
Prosperity Financial Group
California
$1.83M +$53.8K +731 +3%
AAS
49
Ameritas Advisory Services
Nebraska
$1.74M +$507K +6,887 +41%
AWM
50
Avaii Wealth Management
Wisconsin
$1.7M -$342K -4,641 -17%
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