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

206 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
206
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
88
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$51.9M
2
CCM
2
Coldstream Capital Management
Washington
$197M
3
UBS Group
3
UBS Group
Switzerland
$30.2M
4
PWM
4
PMG Wealth Management
Illinois
$3.87M
5
AC
5
Avant Capital
Louisiana
$3.83M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.32M
2
PA
2
Pinnacle Associates
New York
$6.52M
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
LWP
4
LMG Wealth Partners
Louisiana
$3.14M
5
Wells Fargo
5
Wells Fargo
California
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
26
Summit Wealth Partners
Florida
$4.51M 55,887 -6,166 -10%
Truist Financial
27
Truist Financial
North Carolina
$4.49M 55,611 +913 +2%
GIA
28
Gladstone Institutional Advisory
Florida
$4.43M 54,959 +35,850 +188%
SOS
29
Silver Oak Securities
Tennessee
$4.4M 54,718 +32,337 +144%
JCM
30
Jacobi Capital Management
Pennsylvania
$4.36M 54,096 +1,385 +3%
EFS
31
Essex Financial Services
Connecticut
$3.92M 48,581 -2,047 -4%
AWS
32
Atria Wealth Solutions
New York
$3.91M 48,504 +1,194 +3%
LWMNY
33
Landmark Wealth Management (New York)
New York
$3.88M 48,138 -1,504 -3%
KOMWMG
34
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.87M 48,006 +2,038 +4%
PWM
35
PMG Wealth Management
Illinois
$3.87M 47,978 +47,978 New
SA
36
Sanctuary Advisors
Indiana
$3.86M 46,346 -5,922 -11%
AC
37
Avant Capital
Louisiana
$3.83M 47,438 +47,438 New
CFP
38
Cascade Financial Partners
California
$3.79M 47,003 +2,488 +6%
UAG
39
United Advisor Group
Ohio
$3.62M 44,906 +4,521 +11%
BEI
40
Benjamin Edwards Inc
Missouri
$3.61M 44,778 -2,403 -5%
WIA
41
World Investment Advisors
California
$3.59M 44,552 +1,692 +4%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$3.33M 41,267 +385 +0.9%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$3.23M 40,019 +12,038 +43%
LWP
44
LMG Wealth Partners
Louisiana
$3.14M 38,966 -61,997 -61%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$2.5M 31,038 +1,691 +6%
PPWP
46
Premier Path Wealth Partners
New Jersey
$2.33M 28,905 +703 +2%
DAS
47
Dynamic Advisor Solutions
Arizona
$2.33M 28,859 +1,143 +4%
AAS
48
Ameritas Advisory Services
Nebraska
$2.14M 26,561 +6,301 +31%
PI
49
PFG Investments
New York
$2.13M 26,427 -23 -0.1%
CCFM
50
Clear Creek Financial Management
Washington
$1.95M 24,237 +1,796 +8%
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