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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.

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

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$9.88M
2
IAN
Integrated Advisors Network
Texas
$4.87M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.69M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22M
5
Morgan Stanley
Morgan Stanley
New York
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
126
Essex Savings Bank
Connecticut
$314K +$12.4K +169 +4%
WDL
127
Well Done LLC
Michigan
$311K – – –
TWM
128
TriaGen Wealth Management
California
$307K – – –
US Bancorp
129
US Bancorp
Minnesota
$299K – – –
DAS
130
Diversify Advisory Services
Utah
$295K -$311K -4,288 -51%
HFM
131
Hartford Financial Management
Connecticut
$294K – – –
PCS
132
Personal CFO Solutions
New Jersey
$293K -$132K -1,799 -31%
ACA
133
Aptus Capital Advisors
Alabama
$293K -$2.43K -33 -0.8%
KAS
134
KPP Advisory Services
Kentucky
$276K -$55.7K -757 -17%
AMM
135
American Money Management
California
$272K -$2.36K -32 -0.9%
NW
136
NewEdge Wealth
Pennsylvania
$265K – – –
AIM
137
Anchor Investment Management
South Carolina
$265K – – –
CWA
138
Clarus Wealth Advisors
Arizona
$257K +$6.25K +85 +2%
RPC
139
Rossmore Private Capital
Connecticut
$252K – – –
IWM
140
IHT Wealth Management
Illinois
$249K -$957 -13 -0.4%
MC
141
Moors & Cabot
Massachusetts
$248K – – –
KWA
142
Kellett Wealth Advisors
Ohio
$247K -$780K -10,594 -76%
ASN
143
Advisory Services Network
Georgia
$239K -$9.2K -125 -4%
TFS
144
Thoroughbred Financial Services
Tennessee
$236K +$20.7K +282 +10%
KDA
145
Kraft Davis & Associates
Missouri
$236K -$1.49M -18,652 -86%
PFA
146
Plotkin Financial Advisors
Maryland
$233K – – –
SPC
147
Sigma Planning Corp
Michigan
$232K -$95.7K -1,300 -29%
GWSG
148
GPS Wealth Strategies Group
Colorado
$219K -$6.77K -92 -3%
WA
149
Waverly Advisors
Alabama
$218K – – –
IA
150
Insight Advisors
Pennsylvania
$215K -$2.14K -29 -1%
4 5
6
7 8