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

204 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 16 closing their positions.

Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
75
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
P
1
&Partners
Tennessee
$10.6M
2
PA
2
Pinnacle Associates
New York
$14M
3
CCM
3
Coldstream Capital Management
Washington
$192M
4
BEI
4
Benjamin Edwards Inc
Missouri
$3.86M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$34.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$25M
2
Wells Fargo
2
Wells Fargo
California
$65.9M
3
Bank of America
3
Bank of America
North Carolina
$39M
4
IAN
4
Integrated Advisors Network
Texas
$212K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$5.65M -$787K -9,617 -12%
SWP
27
Summit Wealth Partners
Florida
$5.07M -$477K -5,836 -9%
SA
28
Sanctuary Advisors
Indiana
$4.58M -$1.08M -12,318 -19%
CAL
29
Capital Advisors Ltd
Ohio
$4.57M +$48K +587 +1%
Truist Financial
30
Truist Financial
North Carolina
$4.47M +$37.1K +454 +0.8%
JCM
31
Jacobi Capital Management
Pennsylvania
$4.31M +$366K +4,474 +9%
EFS
32
Essex Financial Services
Connecticut
$4.15M -$588K -7,172 -12%
LWMNY
33
Landmark Wealth Management (New York)
New York
$4.06M -$73.5K -899 -2%
DWM
34
Dogwood Wealth Management
Kansas
$3.97M +$157K +1,925 +4%
AWS
35
Atria Wealth Solutions
New York
$3.88M -$209K -2,553 -5%
BEI
36
Benjamin Edwards Inc
Missouri
$3.86M +$3.86M +47,181 New
KOMWMG
37
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.76M +$237K +2,901 +7%
CFP
38
Cascade Financial Partners
California
$3.65M +$415K +5,065 +13%
WIA
39
World Investment Advisors
California
$3.51M +$18.2K +222 +0.5%
MWM
40
Modern Wealth Management
Kansas
$3.45M +$324K +3,956 +10%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$3.34M -$818 -10 -0%
UAG
42
United Advisor Group
Ohio
$3.3M +$474K +5,798 +17%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$2.4M – – –
PPWP
44
Premier Path Wealth Partners
New Jersey
$2.31M +$112K +1,371 +5%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$2.28M +$1.66M +20,399 +269%
DAS
46
Dynamic Advisor Solutions
Arizona
$2.27M +$166K +2,027 +8%
PI
47
PFG Investments
New York
$2.16M -$18.1K -221 -0.8%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.86M -$23.2K -284 -1%
CCFM
49
Clear Creek Financial Management
Washington
$1.84M -$9.9K -121 -0.5%
SOS
50
Silver Oak Securities
Tennessee
$1.83M +$15.2K +186 +0.8%
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