REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF

106 hedge funds and large institutions have $292M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-9
Holders Change %
-7.83%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
42
Reduced
35
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWM
76
B. Riley Wealth Management
Tennessee
$180K +$180K +3,997 New
BWM
77
Baystate Wealth Management
Massachusetts
$123K +$123K +2,726 New
WEC
78
Winslow Evans & Crocker
Massachusetts
$102K
SFS
79
Sowell Financial Services
Arkansas
$85K +$4.65K +103 +6%
CFN
80
Cordasco Financial Network
Florida
$77K +$406 +9 +0.5%
ASN
81
Advisory Services Network
Georgia
$73K +$65.8K +1,465 +916%
GWM
82
Geneos Wealth Management
Colorado
$57K +$4.73K +109 +9%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$56K
CA
84
Clearstead Advisors
Ohio
$44K +$44K +984 New
GSWM
85
Golden State Wealth Management
California
$39K +$39K +870 New
FHA
86
First Horizon Advisors
Tennessee
$38K +$220 +5 +0.6%
CFGS
87
Concourse Financial Group Securities
Alabama
$34K -$9.5K -209 -22%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$31K -$15.9K -353 -34%
AIC
89
Ameritas Investment Company
Nebraska
$28K +$28K +633 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$19K -$10.1K -223 -35%
AWM
91
Avior Wealth Management
Nebraska
$18K +$90 +2 +0.5%
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$12K +275 New
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$9K
DWM
94
Darwin Wealth Management
Florida
$9K +$9K +200 New
EIP
95
Ellis Investment Partners
Pennsylvania
$6K +$38 +1 +0.6%
CAGAS
96
Capital Advisory Group Advisory Services
Minnesota
$6K +$6K +133 New
NFG
97
Next Financial Group
Texas
$5K -$5.28K -115 -51%
KFI
98
Key Financial Inc
Pennsylvania
$5K +$5K +119 New
HIA
99
Harbor Investment Advisory
Maryland
$3K -$1.45K -30 -33%
MIM
100
Macroview Investment Management
Maryland
$3K