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ProShares S&P MidCap 400 Dividend Aristocrats ETF

202 hedge funds and large institutions have $979M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
86
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAN
126
Integrated Advisors Network
Texas
$294K -$23.4K -351 -7%
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$291K +$275K +4,127 +1,764%
KAS
128
KPP Advisory Services
Kentucky
$291K +$291K +4,355 New
WDL
129
Well Done LLC
Michigan
$282K
PA
130
PSI Advisors
Florida
$279K +$132K +1,979 +90%
CWA
131
Core Wealth Advisors
Florida
$277K -$57.1K -855 -17%
AMM
132
American Money Management
California
$272K +$1.6K +24 +0.6%
HR
133
Howe & Rusling
New York
$271K +$2.54K +38 +0.9%
PG
134
Patten Group
Tennessee
$269K
HFM
135
Hartford Financial Management
Connecticut
$267K
ACA
136
Aptus Capital Advisors
Alabama
$265K +$1.6K +24 +0.6%
LNC
137
Lincoln National Corp
Pennsylvania
$265K -$65.3K -979 -20%
ESB
138
Essex Savings Bank
Connecticut
$255K +$1.67K +25 +0.7%
CIA
139
Capital Investment Advisors
Georgia
$254K +$254K +3,805 New
PIA
140
Perennial Investment Advisors
California
$245K -$18.9K -283 -7%
JWCA
141
J.W. Coons Advisors
Ohio
$240K
NW
142
NewEdge Wealth
Pennsylvania
$240K
EFMC
143
Empire Financial Management Company
New York
$232K
CA
144
Cetera Advisors
Colorado
$232K +$8.14K +122 +4%
AIM
145
Anchor Investment Management
South Carolina
$232K +$80.1K +1,200 +53%
TC
146
Trilogy Capital
California
$229K -$33.2K -498 -13%
RPC
147
Rossmore Private Capital
Connecticut
$229K -$33.4K -500 -13%
Brown Advisory
148
Brown Advisory
Maryland
$226K -$88.4K -1,324 -28%
MC
149
Moors & Cabot
Massachusetts
$225K
AW
150
Atlas Wealth
Ohio
$221K