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

204 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
75
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
P
1
&Partners
Tennessee
$10.6M
2
PA
2
Pinnacle Associates
New York
$14M
3
CCM
3
Coldstream Capital Management
Washington
$192M
4
BEI
4
Benjamin Edwards Inc
Missouri
$3.86M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$34.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$25M
2
Wells Fargo
2
Wells Fargo
California
$65.9M
3
Bank of America
3
Bank of America
North Carolina
$39M
4
IAN
4
Integrated Advisors Network
Texas
$212K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$1.81M -$47.4K -580 -3%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$1.81M -$459K -5,686 -20%
VWA
53
Visionary Wealth Advisors
Illinois
$1.76M +$30.8K +377 +2%
BIA
54
Biondo Investment Advisors
Pennsylvania
$1.71M +$12.4K +152 +0.7%
Two Sigma Investments
55
Two Sigma Investments
New York
$1.66M +$949K +11,600 +133%
AAS
56
Ameritas Advisory Services
Nebraska
$1.66M -$280K -3,421 -14%
PAG
57
Private Advisor Group
New Jersey
$1.58M -$88.5K -1,082 -5%
GIA
58
Gladstone Institutional Advisory
Florida
$1.56M +$1.56M +19,109 New
HCM
59
Hollencrest Capital Management
California
$1.39M +$9.9K +121 +0.7%
RCWM
60
Royal Capital Wealth Management
Indiana
$1.36M -$114K -1,390 -8%
VCP
61
Verus Capital Partners
Arizona
$1.32M +$144K +1,756 +12%
AB
62
Atlas Brown
Kentucky
$1.28M +$82 +1 +0%
QCIG
63
Quad-Cities Investment Group
Iowa
$1.28M -$58.8K -719 -4%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$1.23M +$17.2K +210 +1%
WS
65
Wedbush Securities
California
$1.13M -$3.19K -39 -0.3%
TSWM
66
Tyler-Stone Wealth Management
Ohio
$1.13M +$567K +6,934 +101%
NFG
67
Nations Financial Group
Iowa
$1.08M +$182K +2,220 +20%
TWP
68
Tower Wealth Partners
Pennsylvania
$1.06M +$16.4K +200 +2%
TWP
69
Tempus Wealth Planning
California
$1M +$13.2K +162 +1%
WIM
70
WealthPlan Investment Management
Nebraska
$998K +$15.5K +189 +2%
MCA
71
MSH Capital Advisors
Arizona
$963K +$43.6K +533 +5%
KIA
72
Kraematon Investment Advisors
Massachusetts
$963K -$30.8K -377 -3%
CAM
73
Cozad Asset Management
Illinois
$919K – – –
NFA
74
Northwest Financial Advisors
Virginia
$883K +$491 +6 +0.1%
AWA
75
Acorn Wealth Advisors
Michigan
$877K -$108K -1,320 -11%
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