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

202 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
94
Reduced
52
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$134M
2
LPL Financial
2
LPL Financial
California
$49.1M
3
CWM
3
Connecticut Wealth Management
Connecticut
$8.32M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.2M
5
Wells Fargo
5
Wells Fargo
California
$82.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$32.1M
2
PFO
2
Pathstone Family Office
New Jersey
$5.15M
3
LOIP
3
Live Oak Investment Partners
Texas
$3.16M
4
UBS Group
4
UBS Group
Switzerland
$36.4M
5
EH
5
Equitable Holdings
New York
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
151
Rehmann Capital Advisory Group
Michigan
$235K +$142 +2 +0.1%
AW
152
Atlas Wealth
Ohio
$234K – – –
CA
153
Cetera Advisors
Colorado
$228K +$142 +2 +0.1%
PFA
154
Plotkin Financial Advisors
Maryland
$224K – – –
AFP
155
Ausdal Financial Partners
Iowa
$212K +$212K +2,991 New
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$211K +$211K +2,979 New
BCG
157
Breakwater Capital Group
New Jersey
$209K +$209K +2,948 New
KFI
158
Key Financial Inc
Pennsylvania
$208K +$200K +2,822 +2,371%
RA
159
RFG Advisory
Alabama
$203K +$203K +2,865 New
WP
160
WealthPLAN Partners
Nebraska
$187K -$629K -8,893 -77%
TRCT
161
Tower Research Capital (TRC)
New York
$184K +$14.5K +206 +9%
GWSG
162
GPS Wealth Strategies Group
Colorado
$174K +$174K +2,457 New
AIM
163
Anchor Investment Management
South Carolina
$161K +$13.4K +190 +9%
PTC
164
Private Trust Company
Ohio
$131K +$33.6K +475 +35%
AWM
165
Avior Wealth Management
Nebraska
$128K +$128K +1,813 New
IGWM
166
ICA Group Wealth Management
Colorado
$121K +$64.5K +911 +115%
CFGS
167
Concourse Financial Group Securities
Alabama
$114K – – –
JPMorgan Chase & Co
168
JPMorgan Chase & Co
New York
$107K -$91K -1,292 -46%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$106K +$86.2K +1,219 +431%
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
$97.4K +$97.4K +1,377 New
CT
171
Colonial Trust
South Carolina
$92K – – –
PA
172
PSI Advisors
Florida
$88.3K +$62.5K +884 +243%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$87.4K +$35.9K +508 +70%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$82.1K – – –
NA
175
NewEdge Advisors
Louisiana
$74.3K -$255K -3,605 -77%
5 6
7
8 9