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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 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 10 closing their positions.

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
19
Increased
87
Reduced
65
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Pinnacle Associates
New York
$14.7M
2
CCM
2
Coldstream Capital Management
Washington
$143M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.4M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$3.8M
5
LPL Financial
5
LPL Financial
California
$52.3M

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$27.9M
2
CW
2
Connectus Wealth
Ohio
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$160M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.3M
5
UBS Group
5
UBS Group
Switzerland
$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Avaii Wealth Management
Wisconsin
$2.13M -$138K -1,960 -6%
Goldman Sachs
52
Goldman Sachs
New York
$2.11M +$952K +13,541 +82%
WI
53
Wintrust Investments
Illinois
$2.01M +$2.01M +28,584 New
IFPG
54
Intrepid Financial Planning Group
Indiana
$1.99M -$3.37K -48 -0.2%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.94M +$1.03M +14,614 +112%
LWP
56
LMG Wealth Partners
Louisiana
$1.84M +$370K +5,269 +25%
DCM
57
Davidson Capital Management
Texas
$1.81M +$59K +840 +3%
DAS
58
Dynamic Advisor Solutions
Arizona
$1.73M +$198K +2,814 +13%
DIA
59
Dana Investment Advisors
Wisconsin
$1.7M +$8.08K +115 +0.5%
QCIG
60
Quad-Cities Investment Group
Iowa
$1.59M +$15.7K +224 +1%
PAG
61
Private Advisor Group
New Jersey
$1.54M +$76.1K +1,075 +5%
VWA
62
Visionary Wealth Advisors
Illinois
$1.36M +$61.1K +870 +5%
WS
63
Wedbush Securities
California
$1.34M -$137K -1,953 -9%
WCM
64
WealthBridge Capital Management
Ohio
$1.33M -$517K -7,352 -28%
SLA
65
Silver Lake Advisory
Utah
$1.31M +$31.7K +451 +2%
RCWM
66
Royal Capital Wealth Management
Indiana
$1.3M +$422 +6 +0%
BIA
67
Biondo Investment Advisors
Pennsylvania
$1.27M -$5.27K -75 -0.4%
BFS
68
Bard Financial Services
Connecticut
$1.19M +$562 +8 +0%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$1.17M -$299K -4,252 -20%
HCM
70
Hollencrest Capital Management
California
$1.16M +$5.69K +81 +0.5%
AAS
71
Avantax Advisory Services
Texas
$1.14M -$12.4K -176 -1%
KIA
72
Kraematon Investment Advisors
Massachusetts
$1.14M -$24.8K -353 -2%
MA
73
Mutual Advisors
Nebraska
$1.08M +$316K +4,499 +42%
BG
74
Benedetti & Gucer
Georgia
$1.07M +$1.76K +25 +0.2%
AWA
75
Acorn Wealth Advisors
Michigan
$1.06M +$42.5K +605 +4%
1 2
3
4 5