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

214 hedge funds and large institutions have $1.04B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 74 reducing their positions, and 10 closing their positions.

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
75
Reduced
74
Closed
10
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$841K

Top Buyers

1
IAN
1
Integrated Advisors Network
Texas
$12M
2
CCM
2
Coldstream Capital Management
Washington
$170M
3
CA
3
Cetera Advisors
Colorado
$5.65M
4
UAG
4
United Advisor Group
Ohio
$2.36M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$187M
2
PPW
2
Parcion Private Wealth
Washington
$1.18M
3
Wells Fargo
3
Wells Fargo
California
$69M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.6M
5
PA
5
Pinnacle Associates
New York
$7.86M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$945K 12,026 -12,647 -51%
WIM
77
WealthPlan Investment Management
Nebraska
$914K 11,636 -195 -2%
NFA
78
Northwest Financial Advisors
Virginia
$906K 11,532 -74 -0.6%
TWP
79
Tempus Wealth Planning
California
$904K 11,506 +152 +1%
CAM
80
Cozad Asset Management
Illinois
$883K 11,240 +146 +1%
NFG
81
Nations Financial Group
Iowa
$874K 11,129 +2,559 +30%
MCA
82
MSH Capital Advisors
Arizona
$835K 10,634 +564 +6%
Comerica Bank
83
Comerica Bank
Texas
$827K 10,529 -3,318 -24%
BG
84
Benedetti & Gucer
Georgia
$822K 10,468 -2,720 -21%
AAS
85
Avantax Advisory Services
Texas
$789K 10,042 -2,167 -18%
JGIA
86
Jackson Grant Investment Advisers
Connecticut
$782K 9,957 +20 +0.2%
LSA
87
L & S Advisors
California
$782K 9,950 – –
HIS
88
Harvest Investment Services
Illinois
$761K 9,685 -32 -0.3%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$739K 9,404 -658 -7%
Citadel Advisors
90
Citadel Advisors
Florida
$731K 9,300 +9,300 New
CIAS
91
CFS Investment Advisory Services
New Jersey
$705K 8,978 +351 +4%
LMKC
92
L.M. Kohn & Company
Ohio
$695K 8,841 -30 -0.3%
CAN
93
Cetera Advisor Networks
California
$684K 8,709 -458 -5%
TRCT
94
Tower Research Capital (TRC)
New York
$662K 8,426 +5,644 +203%
DAS
95
Diversify Advisory Services
Utah
$651K 8,356 +8,356 New
BW
96
Bison Wealth
Georgia
$616K 7,837 -222 -3%
CIA
97
Capital Investment Advisors
Georgia
$593K 7,550 +2,151 +40%
NA
98
NewEdge Advisors
Louisiana
$584K 7,427 – –
TI
99
tru Independence
Oregon
$579K 7,364 -6 -0.1%
JWCA
100
J.W. Cole Advisors
Florida
$568K 7,235 +259 +4%
2 3
4
5 6