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

206 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 10 closing their positions.

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
19
Increased
87
Reduced
65
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Pinnacle Associates
New York
$14.7M
2
CCM
2
Coldstream Capital Management
Washington
$143M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.4M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$3.8M
5
LPL Financial
5
LPL Financial
California
$52.3M

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$27.9M
2
CW
2
Connectus Wealth
Ohio
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$160M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.3M
5
UBS Group
5
UBS Group
Switzerland
$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
76
Atlas Brown
Kentucky
$1.03M -$175K -2,494 -15%
TWP
77
Tempus Wealth Planning
California
$847K +$46.4K +661 +6%
SPIA
78
Steward Partners Investment Advisory
New York
$819K -$1.05K -15 -0.1%
PSCM
79
Per Stirling Capital Management
Texas
$711K -$35.6K -507 -5%
JGIA
80
Jackson Grant Investment Advisers
Connecticut
$709K -$26.4K -375 -4%
CAM
81
Cozad Asset Management
Illinois
$704K +$20K +285 +3%
LSA
82
L & S Advisors
California
$699K – – –
VCP
83
Verus Capital Partners
Arizona
$698K +$322K +4,588 +86%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$696K +$696K +9,901 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$694K -$10.8K -154 -2%
TWP
86
Tower Wealth Partners
Pennsylvania
$681K -$5.13K -73 -0.7%
FFN
87
Focus Financial Network
Minnesota
$655K -$23.7K -337 -3%
HIS
88
Harvest Investment Services
Illinois
$652K +$29.3K +417 +5%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$629K -$286K -4,071 -31%
MCA
90
MSH Capital Advisors
Arizona
$627K +$18.4K +262 +3%
LMKC
91
L.M. Kohn & Company
Ohio
$608K +$24K +341 +4%
BW
92
Bison Wealth
Georgia
$590K +$590K +8,393 New
KPWS
93
Kestra Private Wealth Services
Texas
$580K -$31.8K -452 -5%
CIAS
94
CFS Investment Advisory Services
New Jersey
$578K -$62.5K -889 -10%
RPCONE
95
Retirement Planning Company of New England
Rhode Island
$577K -$351 -5 -0.1%
GWM
96
Geneos Wealth Management
Colorado
$572K -$59.4K -845 -9%
FWM
97
Forefront Wealth Management
Pennsylvania
$562K -$1.9K -27 -0.3%
TI
98
tru Independence
Oregon
$558K +$6.82K +97 +1%
NFG
99
Nations Financial Group
Iowa
$526K +$164K +2,331 +45%
AAS
100
Ameritas Advisory Services
Nebraska
$525K -$63K -911 -11%
2 3
4
5 6