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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 %
GWM
101
Geneos Wealth Management
Colorado
$564K 7,175 -175 -2%
KPWS
102
Kestra Private Wealth Services
Texas
$534K 6,800 +66 +1%
HL
103
HeadInvest LLC
Maine
$518K 6,592 -60 -0.9%
AC
104
Anson Capital
Georgia
$493K 6,270 +404 +7%
OC
105
Oppenheimer & Co
New York
$491K 6,252 +222 +4%
VF
106
Virtu Financial
New York
$491K 6,250 +6,250 New
KFI
107
Key Financial Inc
Pennsylvania
$488K 6,212 +40 +0.6%
MAM
108
Mystic Asset Management
Rhode Island
$475K 6,050 – –
GVAG
109
Great Valley Advisor Group
Delaware
$470K 5,982 +1,226 +26%
SPIA
110
Steward Partners Investment Advisory
New York
$467K 5,943 +365 +7%
TSWM
111
Tyler-Stone Wealth Management
Ohio
$464K 5,905 +18 +0.3%
RPCONE
112
Retirement Planning Company of New England
Rhode Island
$457K 5,821 -370 -6%
PFA
113
Pathway Financial Advisers
Indiana
$455K 5,789 -362 -6%
PCS
114
Personal CFO Solutions
New Jersey
$454K 5,781 +4 +0.1%
LWL
115
Leo Wealth LLC
Texas
$444K 5,688 +1 +0%
EH
116
Equitable Holdings
New York
$438K 5,571 -3 -0.1%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$421K 5,356 -5,563 -51%
WB
118
WesBanco Bank
West Virginia
$417K 5,304 +325 +7%
CWA
119
Core Wealth Advisors
Florida
$416K 5,297 +1,096 +26%
WA
120
Westfuller Advisors
New York
$397K 5,055 +5,055 New
FHA
121
Flagship Harbor Advisors
Massachusetts
$391K 4,975 +4 +0.1%
LNC
122
Lincoln National Corp
Pennsylvania
$388K 4,941 +146 +3%
PG
123
Patten Group
Tennessee
$381K 4,845 +612 +14%
RIA
124
Realta Investment Advisors
Delaware
$370K 4,714 -287 -6%
WP
125
WealthPLAN Partners
Nebraska
$358K 4,555 +1,201 +36%
3 4
5
6 7