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

196 hedge funds and large institutions have $1.17B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 24 closing their positions.

Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
22
Increased
65
Reduced
80
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$349M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.7M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.39M
4
WIA
4
World Investment Advisors
California
$3.22M
5
AWS
5
Atria Wealth Solutions
New York
$3.98M

Top Sellers

1
BFG
1
Bouchey Financial Group
New York
$0
2
LPL Financial
2
LPL Financial
California
$51M
3
Wells Fargo
3
Wells Fargo
California
$76.7M
4
KDA
4
Kraft Davis & Associates
Missouri
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PPWP
51
Premier Path Wealth Partners
New Jersey
$1.45M 19,497 +19,497 New
PAG
52
Private Advisor Group
New Jersey
$1.45M 19,731 -1,294 -6%
BIA
53
Biondo Investment Advisors
Pennsylvania
$1.43M 19,379 +570 +3%
VWA
54
Visionary Wealth Advisors
Illinois
$1.42M 19,330 -234 -1%
RCWM
55
Royal Capital Wealth Management
Indiana
$1.41M 19,187 -139 -0.7%
QCIG
56
Quad-Cities Investment Group
Iowa
$1.34M 18,288 -4,566 -20%
Goldman Sachs
57
Goldman Sachs
New York
$1.29M 17,499 -12,659 -42%
HCM
58
Hollencrest Capital Management
California
$1.24M 16,804 +143 +0.9%
AB
59
Atlas Brown
Kentucky
$1.11M 15,154 +187 +1%
WS
60
Wedbush Securities
California
$1.09M 14,864 -1,034 -7%
KIA
61
Kraematon Investment Advisors
Massachusetts
$1.05M 14,325 -1,697 -11%
KWA
62
Kellett Wealth Advisors
Ohio
$1.04M 14,092 -56,863 -80%
Comerica Bank
63
Comerica Bank
Texas
$1.02M 13,847 -7,450 -35%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$1.02M 13,808 -818 -6%
WCM
65
WealthBridge Capital Management
Ohio
$998K 13,572 -4,585 -25%
FA
66
FDx Advisors
Illinois
$998K 13,564 +13,564 New
BG
67
Benedetti & Gucer
Georgia
$970K 13,188 -2,014 -13%
VCP
68
Verus Capital Partners
Arizona
$927K 12,604 +1,201 +11%
AAS
69
Avantax Advisory Services
Texas
$898K 12,209 -3,301 -21%
AWA
70
Acorn Wealth Advisors
Michigan
$888K 12,070 -1,238 -9%
WIM
71
WealthPlan Investment Management
Nebraska
$870K 11,831 +662 +6%
NFA
72
Northwest Financial Advisors
Virginia
$854K 11,606 +11,606 New
TWP
73
Tower Wealth Partners
Pennsylvania
$853K 11,601 +1,367 +13%
TWP
74
Tempus Wealth Planning
California
$835K 11,354 -595 -5%
CAM
75
Cozad Asset Management
Illinois
$816K 11,094 -1,434 -11%
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