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ProShares S&P MidCap 400 Dividend Aristocrats ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
IAN
126
Integrated Advisors Network
Texas
$335K +$1.12K +16 +0.3%
Brown Advisory
127
Brown Advisory
Maryland
$331K
BCG
128
Breakwater Capital Group
New Jersey
$330K +$122K +1,743 +59%
WIM
129
WealthPlan Investment Management
Nebraska
$320K -$386K -5,496 -55%
ONB
130
Old National Bancorp
Indiana
$312K -$12.4K -176 -4%
HIA
131
Harbor Investment Advisory
Maryland
$312K +$4.57K +65 +1%
TWM
132
TriaGen Wealth Management
California
$311K -$21.9K -311 -7%
Mariner
133
Mariner
Kansas
$297K +$8.22K +117 +3%
WDL
134
Well Done LLC
Michigan
$297K
CWA
135
Clarus Wealth Advisors
Arizona
$286K +$8.16K +118 +3%
TC
136
Trilogy Capital
California
$286K -$88.9K -1,224 -24%
US Bancorp
137
US Bancorp
Minnesota
$286K
AMM
138
American Money Management
California
$284K -$10.5K -150 -4%
PG
139
Patten Group
Tennessee
$283K -$9K -128 -3%
HR
140
Howe & Rusling
New York
$283K +$35.9K +511 +15%
CFG
141
Cooper Financial Group
California
$282K -$41.5K -591 -13%
HFM
142
Hartford Financial Management
Connecticut
$281K
PIA
143
Perennial Investment Advisors
California
$278K -$5.27K -75 -2%
ACA
144
Aptus Capital Advisors
Alabama
$277K
RPC
145
Rossmore Private Capital
Connecticut
$276K
ESB
146
Essex Savings Bank
Connecticut
$267K +$2.53K +36 +1%
JWCA
147
J.W. Coons Advisors
Ohio
$253K
NW
148
NewEdge Wealth
Pennsylvania
$253K
EFMC
149
Empire Financial Management Company
New York
$245K -$26.6K -378 -10%
AW
150
Atlas Wealth
Ohio
$238K