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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 Holding Trade Value Shares
Change 		Shares
Change %
TWM
126
TriaGen Wealth Management
California
$335K +$3.82K +54 +1%
Brown Advisory
127
Brown Advisory
Maryland
$333K +$333K +4,704 New
ONB
128
Old National Bancorp
Indiana
$327K -$157K -2,214 -32%
CFG
129
Cooper Financial Group
California
$326K +$1.98K +28 +0.6%
HIA
130
Harbor Investment Advisory
Maryland
$310K -$6.93K -98 -2%
GVAG
131
Great Valley Advisor Group
Delaware
$304K +$23.1K +326 +8%
FTUS
132
Flow Traders U.S.
New York
$303K +$303K +4,285 New
WDL
133
Well Done LLC
Michigan
$299K – – –
AMM
134
American Money Management
California
$297K +$28.1K +397 +10%
PG
135
Patten Group
Tennessee
$294K +$8.99K +127 +3%
Mariner
136
Mariner
Kansas
$291K -$380K -5,372 -57%
US Bancorp
137
US Bancorp
Minnesota
$287K -$18K -255 -6%
PIA
138
Perennial Investment Advisors
California
$285K +$27.5K +389 +11%
HFM
139
Hartford Financial Management
Connecticut
$283K – – –
CWA
140
Clarus Wealth Advisors
Arizona
$279K -$18.6K -268 -6%
ACA
141
Aptus Capital Advisors
Alabama
$279K – – –
RPC
142
Rossmore Private Capital
Connecticut
$278K -$53.1K -750 -16%
SFS
143
Sowell Financial Services
Arkansas
$274K +$274K +3,868 New
EFMC
144
Empire Financial Management Company
New York
$273K +$273K +3,858 New
ASN
145
Advisory Services Network
Georgia
$268K +$10.5K +149 +4%
ESB
146
Essex Savings Bank
Connecticut
$266K +$2.26K +32 +0.9%
JWCA
147
J.W. Coons Advisors
Ohio
$255K – – –
NW
148
NewEdge Wealth
Pennsylvania
$255K +$255K +3,600 New
HR
149
Howe & Rusling
New York
$248K -$10.5K -149 -4%
MC
150
Moors & Cabot
Massachusetts
$239K – – –
4 5
6
7 8