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

203 hedge funds and large institutions have $941M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
-11
Holders Change %
-5.14%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
62
Reduced
82
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$168M
2
RJA
2
Raymond James & Associates
Florida
$18.1M
3
DWM
3
Dogwood Wealth Management
Kansas
$3.43M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$41.7M
5
Wells Fargo
5
Wells Fargo
California
$65.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$9.88M
2
IAN
2
Integrated Advisors Network
Texas
$4.87M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.69M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22M
5
Morgan Stanley
5
Morgan Stanley
New York
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
101
Anson Capital
Georgia
$473K +$11.9K +161 +3%
IWC
102
Integrated Wealth Concepts
Massachusetts
$471K -$3.11M -42,228 -87%
HWMO
103
Heritage Wealth Management (Ohio)
Ohio
$459K +$459K +6,334 New
CWA
104
Core Wealth Advisors
Florida
$458K +$68.2K +926 +17%
KPWS
105
Kestra Private Wealth Services
Texas
$451K -$49.2K -669 -10%
PFA
106
Pathway Financial Advisers
Indiana
$451K +$26.1K +355 +6%
HL
107
HeadInvest LLC
Maine
$441K -$44.5K -605 -9%
SPIA
108
Steward Partners Investment Advisory
New York
$437K – – –
MAM
109
Mystic Asset Management
Rhode Island
$434K -$11K -150 -2%
RPCONE
110
Retirement Planning Company of New England
Rhode Island
$424K -$4.42K -60 -1%
KWM
111
Kingsview Wealth Management
Oregon
$420K -$3.19M -43,396 -88%
WB
112
WesBanco Bank
West Virginia
$405K +$14.7K +200 +4%
OC
113
Oppenheimer & Co
New York
$388K -$72.3K -982 -16%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$383K -$11.3K -153 -3%
BRWA
115
B. Riley Wealth Advisors
Florida
$368K +$31.5K +425 +9%
SAM
116
S.A. Mason
Michigan
$367K +$84.4K +1,147 +30%
WP
117
WealthPLAN Partners
Nebraska
$366K +$31.1K +422 +9%
RIA
118
Realta Investment Advisors
Delaware
$352K +$4.71K +64 +1%
EH
119
Equitable Holdings
New York
$347K -$63.3K -860 -15%
PG
120
Patten Group
Tennessee
$345K -$11.3K -154 -3%
PA
121
PSI Advisors
Florida
$342K +$8.1K +110 +2%
PA
122
PFG Advisors
Arizona
$341K +$341K +4,636 New
DC
123
Davenport & Co
Virginia
$334K +$9.2K +125 +3%
HIA
124
Harbor Investment Advisory
Maryland
$327K – – –
LWL
125
Leo Wealth LLC
Texas
$318K -$98K -1,341 -24%
3 4
5
6 7