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

203 hedge funds and large institutions have $941M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
-11
Holders Change %
-5.14%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
62
Reduced
82
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$168M
2
RJA
2
Raymond James & Associates
Florida
$18.1M
3
DWM
3
Dogwood Wealth Management
Kansas
$3.43M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$41.7M
5
Wells Fargo
5
Wells Fargo
California
$65.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$9.88M
2
IAN
2
Integrated Advisors Network
Texas
$4.87M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.69M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22M
5
Morgan Stanley
5
Morgan Stanley
New York
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$1.69M -$4.5M -61,068 -73%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.68M -$3.75K -51 -0.2%
CCFM
53
Clear Creek Financial Management
Washington
$1.66M +$90.2K +1,225 +6%
SOS
54
Silver Oak Securities
Tennessee
$1.63M -$79.4K -1,078 -5%
VWA
55
Visionary Wealth Advisors
Illinois
$1.55M +$42.3K +575 +3%
BIA
56
Biondo Investment Advisors
Pennsylvania
$1.52M +$67K +910 +5%
PAG
57
Private Advisor Group
New Jersey
$1.5M +$36.4K +495 +2%
RCWM
58
Royal Capital Wealth Management
Indiana
$1.33M – – –
HCM
59
Hollencrest Capital Management
California
$1.24M – – –
QCIG
60
Quad-Cities Investment Group
Iowa
$1.21M -$19.1K -259 -2%
AB
61
Atlas Brown
Kentucky
$1.15M -$30.8K -418 -3%
Jane Street
62
Jane Street
New York
$1.11M -$643K -8,732 -37%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$1.09M -$107K -1,459 -9%
VCP
64
Verus Capital Partners
Arizona
$1.05M +$39.8K +540 +4%
WS
65
Wedbush Securities
California
$1.02M -$11.9K -162 -1%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$1M +$528K +14,785 +111%
TWP
67
Tower Wealth Partners
Pennsylvania
$936K +$38.1K +517 +4%
KIA
68
Kraematon Investment Advisors
Massachusetts
$894K -$28.6K -388 -3%
TWP
69
Tempus Wealth Planning
California
$889K +$41.9K +569 +5%
AWA
70
Acorn Wealth Advisors
Michigan
$887K -$3.46K -47 -0.4%
TRCT
71
Tower Research Capital (TRC)
New York
$886K +$265K +3,605 +43%
WIM
72
WealthPlan Investment Management
Nebraska
$885K +$28.3K +384 +3%
WCM
73
WealthBridge Capital Management
Ohio
$864K -$32.2K -438 -4%
PPW
74
Parcion Private Wealth
Washington
$855K -$251K -3,410 -23%
MML Investors Services
75
MML Investors Services
Massachusetts
$829K -$56.6K -768 -6%
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