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

80 hedge funds and large institutions have $188M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
32
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.25M
2
HighTower Advisors
HighTower Advisors
Illinois
+$3.49M
3
Jane Street
Jane Street
New York
+$1.5M
4
FAAS
First Allied Advisory Services
California
+$480K
5
Citadel Advisors
Citadel Advisors
Florida
+$465K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.2M
2
UBS Group
UBS Group
Switzerland
-$3.21M
3
Bank of America
Bank of America
North Carolina
-$2.93M
4
SFWA
Summit Financial Wealth Advisors
Louisiana
-$2.84M
5
Stifel Financial
Stifel Financial
Missouri
-$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
51
Cutter & Co Brokerage
Missouri
$297K +$16.2K +305 +6%
CIBC World Market
52
CIBC World Market
Ontario, Canada
$268K +$268K +5,055 New
SWP
53
Stratos Wealth Partners
Ohio
$261K – – –
TSS
54
Two Sigma Securities
New York
$254K +$254K +4,791 New
CRWM
55
Castle Rock Wealth Management
California
$231K +$231K +4,361 New
BTS
56
BB&T Securities
Virginia
$224K +$224K +4,245 New
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$223K +$370 +7 +0.2%
FIM
58
Freedom Investment Management
Connecticut
$218K +$12.4K +234 +6%
WAM
59
Wealthspire Advisors (Maryland)
Maryland
$110K +$317 +6 +0.3%
CPIG
60
Chicago Partners Investment Group
Illinois
$106K – – –
WEC
61
Winslow Evans & Crocker
Massachusetts
$106K – – –
RCAG
62
Rehmann Capital Advisory Group
Michigan
$80K +$80K +1,513 New
OIA
63
Optimum Investment Advisors
Illinois
$53K -$149K -2,802 -74%
IFAM
64
Institutional & Family Asset Management
Colorado
$53K +$53K +994 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$52K – – –
LF
66
Lee Financial
Texas
$44K +$44K +823 New
GWM
67
Geneos Wealth Management
Colorado
$37K -$10.4K -200 -22%
Bessemer Group
68
Bessemer Group
New Jersey
$37K – – –
SEI Investments
69
SEI Investments
Pennsylvania
$33K -$12.9K -246 -28%
Simplex Trading
70
Simplex Trading
Illinois
$33K -$5.17K -100 -14%
William Blair & Company
71
William Blair & Company
Illinois
$33K +$33K +620 New
FGC
72
Financial Gravity Companies
Texas
$31K +$4.68K +90 +18%
FGAM
73
Financial Gravity Asset Management
Texas
$31K +$31K +596 New
AWM
74
Avior Wealth Management
Nebraska
$21K +$216 +4 +1%
CA
75
Crewe Advisors
Utah
$19K – – –
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