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

202 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
94
Reduced
52
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$134M
2
LPL Financial
2
LPL Financial
California
$49.1M
3
CWM
3
Connecticut Wealth Management
Connecticut
$8.32M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.2M
5
Wells Fargo
5
Wells Fargo
California
$82.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$32.1M
2
PFO
2
Pathstone Family Office
New Jersey
$5.15M
3
LOIP
3
Live Oak Investment Partners
Texas
$3.16M
4
UBS Group
4
UBS Group
Switzerland
$36.4M
5
EH
5
Equitable Holdings
New York
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TCWM
51
Total Clarity Wealth Management
Illinois
$2M 28,249 -868 -3%
WCM
52
WealthBridge Capital Management
Ohio
$1.86M 26,246 +1,069 +4%
DCM
53
Davidson Capital Management
Texas
$1.76M 24,916 +24,916 New
DIA
54
Dana Investment Advisors
Wisconsin
$1.71M 24,114 +672 +3%
QCIG
55
Quad-Cities Investment Group
Iowa
$1.58M 22,344 +2,810 +14%
BSW
56
Buckingham Strategic Wealth
Missouri
$1.58M 22,049 – –
DAS
57
Dynamic Advisor Solutions
Arizona
$1.54M 21,765 +7,929 +57%
WS
58
Wedbush Securities
California
$1.49M 21,083 -2,101 -9%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$1.48M 20,947 -8 -0%
LWP
60
LMG Wealth Partners
Louisiana
$1.48M 20,863 +11,024 +112%
PAG
61
Private Advisor Group
New Jersey
$1.46M 20,622 -5,851 -22%
RCWM
62
Royal Capital Wealth Management
Indiana
$1.31M 18,531 -583 -3%
VWA
63
Visionary Wealth Advisors
Illinois
$1.31M 18,458 +1,217 +7%
SLA
64
Silver Lake Advisory
Utah
$1.29M 18,252 +1,641 +10%
BIA
65
Biondo Investment Advisors
Pennsylvania
$1.28M 18,094 -295 -2%
AB
66
Atlas Brown
Kentucky
$1.21M 17,135 +345 +2%
EH
67
Equitable Holdings
New York
$1.2M 16,946 -16,199 -49%
BFS
68
Bard Financial Services
Connecticut
$1.2M 16,922 +9 +0.1%
KIA
69
Kraematon Investment Advisors
Massachusetts
$1.17M 16,524 -220 -1%
HCM
70
Hollencrest Capital Management
California
$1.17M 16,481 +89 +0.5%
Goldman Sachs
71
Goldman Sachs
New York
$1.16M 16,459 +16,459 New
AAS
72
Avantax Advisory Services
Texas
$1.16M 16,355 -72 -0.4%
BG
73
Benedetti & Gucer
Georgia
$1.07M 15,153 +2,394 +19%
AWA
74
Acorn Wealth Advisors
Michigan
$1.03M 14,533 +660 +5%
HighTower Advisors
75
HighTower Advisors
Illinois
$925K 13,057 -177 -1%
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