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ProShares S&P MidCap 400 Dividend Aristocrats ETF

202 hedge funds and large institutions have $979M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
86
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$901K +$240K +3,602 +36%
AWA
77
Acorn Wealth Advisors
Michigan
$888K -$122K -1,830 -12%
CAM
78
Cozad Asset Management
Illinois
$836K +$168K +2,515 +25%
CIAS
79
CFS Investment Advisory Services
New Jersey
$824K +$275K +4,127 +50%
TWP
80
Tempus Wealth Planning
California
$797K -$7.34K -110 -0.9%
VCP
81
Verus Capital Partners
Arizona
$761K +$97.8K +1,465 +15%
WIM
82
WealthPlan Investment Management
Nebraska
$745K +$441K +6,610 +145%
TWP
83
Tower Wealth Partners
Pennsylvania
$683K +$35.8K +537 +6%
TRCT
84
Tower Research Capital (TRC)
New York
$680K +$546K +8,177 +408%
JGIA
85
Jackson Grant Investment Advisers
Connecticut
$675K +$1.94K +29 +0.3%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$675K +$15.8K +236 +2%
LSA
87
L & S Advisors
California
$664K
MCA
88
MSH Capital Advisors
Arizona
$637K +$41.6K +623 +7%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$599K +$1.2K +18 +0.2%
HIS
90
Harvest Investment Services
Illinois
$596K -$23.2K -348 -4%
LMKC
91
L.M. Kohn & Company
Ohio
$588K +$10.5K +157 +2%
BW
92
Bison Wealth
Georgia
$546K -$13.9K -208 -2%
NFG
93
Nations Financial Group
Iowa
$543K +$44.2K +662 +9%
AAS
94
Ameritas Advisory Services
Nebraska
$541K +$37.5K +565 +7%
FWM
95
Forefront Wealth Management
Pennsylvania
$538K +$4.87K +73 +0.9%
GWM
96
Geneos Wealth Management
Colorado
$533K -$10.3K -155 -2%
TI
97
tru Independence
Oregon
$514K -$16.4K -246 -3%
OC
98
Oppenheimer & Co
New York
$480K +$22.9K +343 +5%
KPWS
99
Kestra Private Wealth Services
Texas
$468K -$82.9K -1,242 -15%
JWCA
100
J.W. Cole Advisors
Florida
$462K +$14.6K +219 +3%