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ProShares S&P MidCap 400 Dividend Aristocrats ETF

196 hedge funds and large institutions have $1.17B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
22
Increased
65
Reduced
80
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
151
GPS Wealth Strategies Group
Colorado
$203K -$15.8K -215 -7%
CSC
152
Caldwell Sutter Capital
California
$194K +$4.27K +58 +2%
CT
153
Colonial Trust
South Carolina
$184K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$147K -$10.1K -137 -6%
SAM
155
S.A. Mason
Michigan
$147K +$3.68K +50 +3%
PTC
156
Private Trust Company
Ohio
$141K
DWM
157
Dogwood Wealth Management
Kansas
$114K +$114K +1,550 New
IGWM
158
ICA Group Wealth Management
Colorado
$108K -$228K -3,098 -68%
EL
159
EMFO LLC
Florida
$105K -$252K -3,425 -71%
CFGS
160
Concourse Financial Group Securities
Alabama
$99.3K +$1.25K +17 +1%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$96.4K -$132K -1,780 -58%
Qube Research & Technologies (QRT)
162
Qube Research & Technologies (QRT)
United Kingdom
$77.8K
SSB
163
Sandy Spring Bank
Maryland
$73.9K -$27.7K -376 -27%
SWM
164
Spire Wealth Management
Virginia
$72.4K +$650 +9 +0.9%
HNB
165
Huntington National Bank
Ohio
$69.1K -$62.7K
MRCM
166
M&R Capital Management
New Jersey
$63.2K +$63.2K +859 New
LFG
167
Larson Financial Group
Missouri
$61.9K +$8.46K +115 +16%
DFA
168
DHJJ Financial Advisors
Illinois
$58.7K
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$58K +$368 +5 +0.6%
AP
170
Aspect Partners
Virginia
$52.6K +$52.6K +716 New
OP
171
ORG Partners
Indiana
$41.7K +$41.7K +567 New
TWC
172
TD Waterhouse Canada
Ontario, Canada
$36.9K
CA
173
Clearstead Advisors
Ohio
$36.8K -$36.8K -500 -50%
WPWM
174
Western Pacific Wealth Management
Illinois
$36.8K
PS
175
Principal Securities
Iowa
$36.8K +$36.8K +500 New