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ProShares S&P MidCap 400 Dividend Aristocrats ETF
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Overview Fund Activity

206 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
88
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$197M
2
UBS Group
2
UBS Group
Switzerland
$30.2M
3
LPL Financial
3
LPL Financial
California
$55.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.3M
5
P
5
&Partners
Tennessee
$13.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.32M
2
PA
2
Pinnacle Associates
New York
$6.52M
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
LWP
4
LMG Wealth Partners
Louisiana
$3.14M
5
Wells Fargo
5
Wells Fargo
California
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESB
126
Essex Savings Bank
Connecticut
$338K -$2.5K -31 -0.7%
TWM
127
TriaGen Wealth Management
California
$336K – – –
US Bancorp
128
US Bancorp
Minnesota
$328K – – –
ACA
129
Aptus Capital Advisors
Alabama
$327K +$4.03K +50 +1%
HFM
130
Hartford Financial Management
Connecticut
$323K – – –
EH
131
Equitable Holdings
New York
$306K -$56.7K -703 -16%
KAS
132
KPP Advisory Services
Kentucky
$292K -$5.57K -69 -2%
HNB
133
Huntington National Bank
Ohio
$291K -$247K – –
NW
134
NewEdge Wealth
Pennsylvania
$290K – – –
WA
135
Waverly Advisors
Alabama
$288K +$29.9K +371 +12%
CWA
136
Clarus Wealth Advisors
Arizona
$277K +$9.8K +124 +4%
RPC
137
Rossmore Private Capital
Connecticut
$276K – – –
AMM
138
American Money Management
California
$275K +$2.1K +26 +0.8%
AIM
139
Anchor Investment Management
South Carolina
$273K -$17.3K -214 -6%
MC
140
Moors & Cabot
Massachusetts
$272K – – –
IWM
141
IHT Wealth Management
Illinois
$270K -$8.15K -101 -3%
Mariner
142
Mariner
Kansas
$262K +$262K +3,244 New
TFS
143
Thoroughbred Financial Services
Tennessee
$261K +$887 +11 +0.3%
GWSG
144
GPS Wealth Strategies Group
Colorado
$249K +$4.84K +60 +2%
BW
145
Bison Wealth
Georgia
$242K -$6.13K -76 -2%
CAG
146
Centerpoint Advisory Group
Kansas
$242K +$242K +2,998 New
KCFA
147
Key Client Fiduciary Advisors
New Jersey
$238K +$15.8K +196 +7%
AFP
148
Ausdal Financial Partners
Iowa
$233K +$7.91K +98 +4%
KFSN
149
Keystone Financial Services (Nebraska)
Nebraska
$231K +$231K +2,860 New
SW
150
SkyOak Wealth
Michigan
$227K +$21.2K +263 +10%
4 5
6
7 8