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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 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
19
Increased
87
Reduced
65
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Pinnacle Associates
New York
$14.7M
2
CCM
2
Coldstream Capital Management
Washington
$143M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.4M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$3.8M
5
LPL Financial
5
LPL Financial
California
$52.3M

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$27.9M
2
CW
2
Connectus Wealth
Ohio
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$160M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.3M
5
UBS Group
5
UBS Group
Switzerland
$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
151
Moors & Cabot
Massachusetts
$237K – – –
CA
152
Cetera Advisors
Colorado
$236K +$9.14K +130 +4%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$233K +$70 +1 +0%
ASN
154
Advisory Services Network
Georgia
$231K -$35.1K -500 -13%
KFI
155
Key Financial Inc
Pennsylvania
$229K +$22.3K +317 +11%
FTUS
156
Flow Traders U.S.
New York
$226K -$75K -1,068 -25%
PFA
157
Plotkin Financial Advisors
Maryland
$223K – – –
AFP
158
Ausdal Financial Partners
Iowa
$217K +$6.47K +92 +3%
GWSG
159
GPS Wealth Strategies Group
Colorado
$188K +$15.6K +222 +9%
IGWM
160
ICA Group Wealth Management
Colorado
$187K +$66.9K +952 +56%
AIM
161
Anchor Investment Management
South Carolina
$160K – – –
PA
162
PSI Advisors
Florida
$154K +$66.6K +948 +76%
TRCT
163
Tower Research Capital (TRC)
New York
$141K -$42.2K -601 -23%
PTC
164
Private Trust Company
Ohio
$135K +$5.06K +72 +4%
AWM
165
Avior Wealth Management
Nebraska
$128K +$703 +10 +0.6%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$126K +$126K +1,780 New
CSC
167
Caldwell Sutter Capital
California
$126K +$89.2K +1,270 +246%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$124K +$18.6K +265 +18%
WP
169
WealthPLAN Partners
Nebraska
$113K -$72.6K -1,033 -39%
CFGS
170
Concourse Financial Group Securities
Alabama
$93.7K -$20K -285 -18%
CT
171
Colonial Trust
South Carolina
$91.4K – – –
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$81.6K – – –
SSB
173
Sandy Spring Bank
Maryland
$70.6K – – –
SWM
174
Spire Wealth Management
Virginia
$69.4K +$351 +5 +0.5%
OP
175
ORG Partners
Indiana
$60.7K +$60.7K +860 New
5 6
7
8 9