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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 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 10 closing their positions.

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
19
Increased
87
Reduced
65
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Pinnacle Associates
New York
$14.7M
2
CCM
2
Coldstream Capital Management
Washington
$143M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.4M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$3.8M
5
LPL Financial
5
LPL Financial
California
$52.3M

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$27.9M
2
CW
2
Connectus Wealth
Ohio
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$160M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.3M
5
UBS Group
5
UBS Group
Switzerland
$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TLP
101
Trinity Legacy Partners
Texas
$505K -$33K -470 -6%
DWMG
102
DB Wealth Management Group
California
$502K – – –
EWM
103
Empirical Wealth Management
Washington
$490K – – –
NA
104
NewEdge Advisors
Louisiana
$485K +$412K +5,856 +558%
OC
105
Oppenheimer & Co
New York
$482K – – –
HL
106
HeadInvest LLC
Maine
$479K -$2.14K -30 -0.4%
MAM
107
Mystic Asset Management
Rhode Island
$474K -$8.78K -125 -2%
JWCA
108
J.W. Cole Advisors
Florida
$471K +$72.8K +1,036 +18%
EH
109
Equitable Holdings
New York
$460K -$731K -10,398 -61%
IWM
110
IHT Wealth Management
Illinois
$444K -$19.7K -280 -4%
RIA
111
Realta Investment Advisors
Delaware
$434K -$7.52K -107 -2%
LB
112
Leo Brokerage
Texas
$419K +$58.5K +832 +16%
TSWM
113
Tyler-Stone Wealth Management
Ohio
$409K +$409K +5,813 New
PCS
114
Personal CFO Solutions
New Jersey
$405K +$281 +4 +0.1%
FHA
115
Flagship Harbor Advisors
Massachusetts
$403K -$21.1K -300 -5%
BRWA
116
B. Riley Wealth Advisors
Florida
$377K -$7.03K -100 -2%
SPC
117
Sigma Planning Corp
Michigan
$374K -$101K -1,444 -21%
AWS
118
Atria Wealth Solutions
New York
$354K +$354K +5,035 New
CWA
119
Core Wealth Advisors
Florida
$352K +$296K +4,218 +533%
GVAG
120
Great Valley Advisor Group
Delaware
$351K +$49.6K +706 +16%
WB
121
WesBanco Bank
West Virginia
$349K +$10.5K +150 +3%
LNC
122
Lincoln National Corp
Pennsylvania
$347K +$347K +4,943 New
TFS
123
Thoroughbred Financial Services
Tennessee
$341K +$351 +5 +0.1%
EL
124
EMFO LLC
Florida
$341K – – –
MCP
125
Martin Capital Partners
Oregon
$337K -$20.6K -293 -6%
3 4
5
6 7