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

202 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
94
Reduced
52
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$134M
2
LPL Financial
2
LPL Financial
California
$49.1M
3
CWM
3
Connecticut Wealth Management
Connecticut
$8.32M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.2M
5
Wells Fargo
5
Wells Fargo
California
$82.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$32.1M
2
PFO
2
Pathstone Family Office
New Jersey
$5.15M
3
LOIP
3
Live Oak Investment Partners
Texas
$3.16M
4
UBS Group
4
UBS Group
Switzerland
$36.4M
5
EH
5
Equitable Holdings
New York
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
DWMG
101
DB Wealth Management Group
California
$505K 7,143 – –
Corient Private Wealth
102
Corient Private Wealth
Florida
$498K 7,042 +7,042 New
EWM
103
Empirical Wealth Management
Washington
$494K 6,980 +40 +0.6%
MAM
104
Mystic Asset Management
Rhode Island
$486K 6,875 +100 +1%
OC
105
Oppenheimer & Co
New York
$485K 6,856 +82 +1%
SPC
106
Sigma Planning Corp
Michigan
$479K 6,764 -449 -6%
HL
107
HeadInvest LLC
Maine
$477K 6,742 -20 -0.3%
IWM
108
IHT Wealth Management
Illinois
$467K 6,601 +446 +7%
RIA
109
Realta Investment Advisors
Delaware
$444K 6,280 +794 +14%
AIP
110
Ahrens Investment Partners
Louisiana
$443K 6,256 -1,200 -16%
FHA
111
Flagship Harbor Advisors
Massachusetts
$427K 6,040 -195 -3%
PCS
112
Personal CFO Solutions
New Jersey
$407K 5,759 +806 +16%
JWCA
113
J.W. Cole Advisors
Florida
$401K 5,662 +999 +21%
PFA
114
Pathway Financial Advisers
Indiana
$399K 5,645 +101 +2%
BRWA
115
B. Riley Wealth Advisors
Florida
$387K 5,466 -147 -3%
PWM
116
Prosperity Wealth Management
California
$380K 5,365 +1,441 +37%
VCP
117
Verus Capital Partners
Arizona
$379K 5,350 +5,350 New
TC
118
Trilogy Capital
California
$365K 5,155 +679 +15%
NFG
119
Nations Financial Group
Iowa
$364K 5,148 +588 +13%
LB
120
Leo Brokerage
Texas
$364K 5,138 +5,138 New
MCP
121
Martin Capital Partners
Oregon
$360K 5,085 -134 -3%
EL
122
EMFO LLC
Florida
$343K 4,850 – –
TFS
123
Thoroughbred Financial Services
Tennessee
$343K 4,848 +843 +21%
WB
124
WesBanco Bank
West Virginia
$341K 4,814 -1,225 -20%
IAN
125
Integrated Advisors Network
Texas
$336K 4,747 -17 -0.4%
3 4
5
6 7