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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 Holding Trade Value Shares
Change 		Shares
Change %
PA
126
PSI Advisors
Florida
$356K +$3.14K +40 +0.9%
KAS
127
KPP Advisory Services
Kentucky
$354K +$354K +4,503 New
GS
128
GTS Securities
New York
$353K +$353K +4,496 New
SPC
129
Sigma Planning Corp
Michigan
$350K +$350K +4,450 New
HIA
130
Harbor Investment Advisory
Maryland
$349K – – –
DC
131
Davenport & Co
Virginia
$346K +$346K +4,409 New
WDL
132
Well Done LLC
Michigan
$332K – – –
TWM
133
TriaGen Wealth Management
California
$327K +$19K +242 +6%
US Bancorp
134
US Bancorp
Minnesota
$319K – – –
ACA
135
Aptus Capital Advisors
Alabama
$315K +$1.18K +15 +0.4%
HFM
136
Hartford Financial Management
Connecticut
$314K – – –
BRWA
137
B. Riley Wealth Advisors
Florida
$303K – – –
SAM
138
S.A. Mason
Michigan
$302K +$145K +1,845 +92%
ESB
139
Essex Savings Bank
Connecticut
$301K – – –
IW
140
Imprint Wealth
South Carolina
$296K +$296K +3,799 New
AMM
141
American Money Management
California
$293K -$14.5K -185 -5%
HR
142
Howe & Rusling
New York
$286K -$8.48K -108 -3%
AWM
143
Apollon Wealth Management
South Carolina
$285K +$285K +3,625 New
AIM
144
Anchor Investment Management
South Carolina
$282K +$7.86K +100 +3%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$279K +$22.9K +292 +9%
NW
146
NewEdge Wealth
Pennsylvania
$273K – – –
RPC
147
Rossmore Private Capital
Connecticut
$269K – – –
IWM
148
IHT Wealth Management
Illinois
$267K -$3.3K -42 -1%
MC
149
Moors & Cabot
Massachusetts
$265K – – –
ASN
150
Advisory Services Network
Georgia
$265K +$25.5K +325 +11%
4 5
6
7 8