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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 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
206
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
88
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$197M
2
UBS Group
2
UBS Group
Switzerland
$30.2M
3
LPL Financial
3
LPL Financial
California
$55.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.3M
5
P
5
&Partners
Tennessee
$13.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.32M
2
PA
2
Pinnacle Associates
New York
$6.52M
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
LWP
4
LMG Wealth Partners
Louisiana
$3.14M
5
Wells Fargo
5
Wells Fargo
California
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
76
Acorn Wealth Advisors
Michigan
$867K 10,754 +28 +0.3%
MML Investors Services
77
MML Investors Services
Massachusetts
$866K 10,741 +78 +0.7%
BWA
78
Beam Wealth Advisors
Louisiana
$833K 10,322 +10,322 New
KFI
79
Key Financial Inc
Pennsylvania
$831K 10,302 +100 +1%
HIS
80
Harvest Investment Services
Illinois
$831K 10,301 -105 -1%
JGIA
81
Jackson Grant Investment Advisers
Connecticut
$811K 10,051 +60 +0.6%
LSA
82
L & S Advisors
California
$803K 9,950 – –
AAS
83
Avantax Advisory Services
Texas
$749K 9,290 -179 -2%
Comerica Bank
84
Comerica Bank
Texas
$724K 8,973 -46 -0.5%
PPW
85
Parcion Private Wealth
Washington
$717K 8,884 -1,429 -14%
CWA
86
Core Wealth Advisors
Florida
$704K 8,732 +955 +12%
WCM
87
WealthBridge Capital Management
Ohio
$688K 8,526 -1,860 -18%
LMKC
88
L.M. Kohn & Company
Ohio
$661K 8,190 -524 -6%
CIA
89
Capital Investment Advisors
Georgia
$654K 8,106 +416 +5%
CIAS
90
CFS Investment Advisory Services
New Jersey
$615K 7,627 -5 -0.1%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$595K 7,381 +3,897 +112%
JWCA
92
J.W. Cole Advisors
Florida
$585K 7,256 +115 +2%
TI
93
tru Independence
Oregon
$549K 6,811 -290 -4%
GVAG
94
Great Valley Advisor Group
Delaware
$543K 6,726 -439 -6%
AC
95
Anson Capital
Georgia
$536K 6,651 +25 +0.4%
HWMO
96
Heritage Wealth Management (Ohio)
Ohio
$534K 6,615 -19 -0.3%
NA
97
NewEdge Advisors
Louisiana
$528K 6,548 +276 +4%
GWM
98
Geneos Wealth Management
Colorado
$520K 6,449 -215 -3%
PA
99
PFG Advisors
Arizona
$508K 6,302 +857 +16%
WA
100
Westfuller Advisors
New York
$505K 6,264 +77 +1%
2 3
4
5 6