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

106 hedge funds and large institutions have $292M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-9
Holders Change %
-7.83%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
42
Reduced
35
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$64.1M
2
UBS Group
2
UBS Group
Switzerland
$20.6M
3
CI
3
CX Institutional
Indiana
$4.98M
4
NEGWA
4
New England Guild Wealth Advisors
Connecticut
$2.12M
5
Ameriprise
5
Ameriprise
Minnesota
$4.43M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.3M
3
Bank of America
3
Bank of America
North Carolina
$30M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.08M
5
WWM
5
WT Wealth Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
101
HCR Wealth Advisors
California
$2K – – –
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$2K +$2K +39 New
IA
103
IFP Advisors
Florida
$2K +$2K +46 New
BHWM
104
Bay Harbor Wealth Management
Maryland
$1K – – –
SFG
105
Sowa Financial Group
Rhode Island
$1K – – –
FGAM
106
Financial Gravity Asset Management
Texas
$943 +$359 +8 +62%
RJFSA
107
Raymond James Financial Services Advisors
Florida
– -$16.3M -270,161 Closed
WWM
108
WT Wealth Management
Arizona
– -$2.32M -38,259 Closed
LA
109
LexAurum Advisors
Kansas
– -$2.22M -36,886 Closed
IAA
110
Independent Advisor Alliance
North Carolina
– -$1.76M -29,294 Closed
MA
111
Mutual Advisors
Nebraska
– -$1.75M -29,052 Closed
AWM
112
AE Wealth Management
Kansas
– -$1.18M -19,545 Closed
SS
113
Simplicity Solutions
Minnesota
– -$1.15M -19,168 Closed
FAIM
114
Financial Advocates Investment Management
Washington
– -$1.15M -19,047 Closed
DAS
115
Dynamic Advisor Solutions
Arizona
– -$994K -16,513 Closed
SWP
116
Stratos Wealth Partners
Ohio
– -$863K -14,331 Closed
William Blair & Company
117
William Blair & Company
Illinois
– -$822K -13,649 Closed
TI
118
tru Independence
Oregon
– -$373K -8,274 Closed
CWM
119
Concentrum Wealth Management
California
– -$336K -5,585 Closed
Goldman Sachs
120
Goldman Sachs
New York
– -$315K -5,232 Closed
JWCA
121
J.W. Cole Advisors
Florida
– -$235K -3,901 Closed
SW
122
SkyOak Wealth
Michigan
– -$223K -3,710 Closed
WWM
123
Western Wealth Management
Colorado
– -$208K -3,449 Closed
SPC
124
Sigma Planning Corp
Michigan
– -$201K -3,340 Closed
TCWM
125
Total Clarity Wealth Management
Illinois
– -$167K -2,775 Closed
2 3 4
5
6