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

194 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 85 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+41
Holders Change %
+26.8%
% of All Funds
3.13%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
49
Increased
85
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
Parcion Private Wealth
Washington
$50.7M
2
Morgan Stanley
Morgan Stanley
New York
$168M
3
BFG
Bouchey Financial Group
New York
$25.4M
4
Wells Fargo
Wells Fargo
California
$77.7M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$23.4M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$784K
2
Jane Street
Jane Street
New York
$0
3
FHC
First Heartland Consultants
Missouri
$243K
4
Bank of America
Bank of America
North Carolina
$44.5M
5
UBS Group
UBS Group
Switzerland
$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
151
First Heartland Consultants
Missouri
$243K -$2.92M -40,817 -92%
MC
152
Moors & Cabot
Massachusetts
$241K – – –
RCAG
153
Rehmann Capital Advisory Group
Michigan
$237K +$215 +3 +0.1%
AW
154
Atlas Wealth
Ohio
$237K +$237K +3,308 New
MCC
155
Money Concepts Capital
Florida
$235K +$235K +3,286 New
CA
156
Cetera Advisors
Colorado
$231K +$231K +3,225 New
Renaissance Technologies
157
Renaissance Technologies
New York
$229K -$21.5K -300 -9%
PFA
158
Plotkin Financial Advisors
Maryland
$227K – – –
JPMorgan Chase & Co
159
JPMorgan Chase & Co
New York
$201K +$201K +2,811 New
KOMWMG
160
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$173K +$173K +2,413 New
TRCT
161
Tower Research Capital (TRC)
New York
$172K -$164K -2,286 -49%
AIM
162
Anchor Investment Management
South Carolina
$149K – – –
CFGS
163
Concourse Financial Group Securities
Alabama
$116K – – –
PTC
164
Private Trust Company
Ohio
$98K – – –
CT
165
Colonial Trust
South Carolina
$93K +$93K +1,300 New
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$83.1K – – –
SSB
167
Sandy Spring Bank
Maryland
$71.9K +$71.9K +1,005 New
SWM
168
Spire Wealth Management
Virginia
$70K +$502 +7 +0.7%
IGWM
169
ICA Group Wealth Management
Colorado
$57K +$57K +795 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$52K – – –
GRP
171
Global Retirement Partners
California
$47.6K +$46.7K +653 +5,023%
SAM
172
S.A. Mason
Michigan
$41.1K +$41.1K +575 New
TWC
173
TD Waterhouse Canada
Ontario, Canada
$37.2K – – –
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$37K +$285 +4 +0.8%
WPWM
175
Western Pacific Wealth Management
Illinois
$35.8K +$35.8K +500 New
5 6
7
8 9