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

202 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
94
Reduced
52
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$134M
2
LPL Financial
2
LPL Financial
California
$49.1M
3
CWM
3
Connecticut Wealth Management
Connecticut
$8.32M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.2M
5
Wells Fargo
5
Wells Fargo
California
$82.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$32.1M
2
PFO
2
Pathstone Family Office
New Jersey
$5.15M
3
LOIP
3
Live Oak Investment Partners
Texas
$3.16M
4
UBS Group
4
UBS Group
Switzerland
$36.4M
5
EH
5
Equitable Holdings
New York
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$922K -$157K -2,220 -15%
SPIA
77
Steward Partners Investment Advisory
New York
$826K +$507K +7,162 +159%
TWP
78
Tempus Wealth Planning
California
$806K -$3.33K -47 -0.4%
MA
79
Mutual Advisors
Nebraska
$764K +$248K +3,501 +48%
PSCM
80
Per Stirling Capital Management
Texas
$752K -$164K -2,316 -18%
JGIA
81
Jackson Grant Investment Advisers
Connecticut
$740K +$1.84K +26 +0.2%
PI
82
PFG Investments
New York
$717K +$717K +10,134 New
BFG
83
Barber Financial Group
Kansas
$712K +$86.8K +1,227 +14%
WIM
84
WealthPlan Investment Management
Nebraska
$711K -$102K -1,446 -13%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$710K +$19.2K +271 +3%
LSA
86
L & S Advisors
California
$704K – – –
TWP
87
Tower Wealth Partners
Pennsylvania
$691K +$2.12K +30 +0.3%
CAM
88
Cozad Asset Management
Illinois
$688K +$19.2K +272 +3%
FFN
89
Focus Financial Network
Minnesota
$684K +$162K +2,286 +31%
CIAS
90
CFS Investment Advisory Services
New Jersey
$644K -$131K -1,849 -17%
GWM
91
Geneos Wealth Management
Colorado
$636K +$91.5K +1,293 +17%
HIS
92
Harvest Investment Services
Illinois
$627K +$45.6K +644 +8%
KPWS
93
Kestra Private Wealth Services
Texas
$616K -$3.04K -43 -0.5%
MCA
94
MSH Capital Advisors
Arizona
$612K – – –
AAS
95
Ameritas Advisory Services
Nebraska
$601K -$458K -6,472 -43%
LMKC
96
L.M. Kohn & Company
Ohio
$588K -$40K -565 -6%
RPCONE
97
Retirement Planning Company of New England
Rhode Island
$582K – – –
FWM
98
Forefront Wealth Management
Pennsylvania
$568K -$3.18K -45 -0.6%
TI
99
tru Independence
Oregon
$555K -$93.7K -1,325 -14%
TLP
100
Trinity Legacy Partners
Texas
$542K +$196K +2,775 +57%
2 3
4
5 6