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

214 hedge funds and large institutions have $1.04B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 74 reducing their positions, and 10 closing their positions.

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
75
Reduced
74
Closed
10
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$841K

Top Buyers

1
IAN
1
Integrated Advisors Network
Texas
$12M
2
CCM
2
Coldstream Capital Management
Washington
$170M
3
CA
3
Cetera Advisors
Colorado
$5.65M
4
UAG
4
United Advisor Group
Ohio
$2.36M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$187M
2
PPW
2
Parcion Private Wealth
Washington
$1.18M
3
Wells Fargo
3
Wells Fargo
California
$69M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.6M
5
PA
5
Pinnacle Associates
New York
$7.86M
Name Market Value Shares Shares
Change 		Shares
Change %
RBFC
151
Roman Butler Fullerton & Co
Missouri
$259K 3,422 +168 +5%
TC
152
Trilogy Capital
California
$259K 3,298 -149 -4%
CWA
153
Clarus Wealth Advisors
Arizona
$259K 3,419 -50 -1%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$250K 3,182 -7,343 -70%
PFA
155
Plotkin Financial Advisors
Maryland
$249K 3,167 – –
GWSG
156
GPS Wealth Strategies Group
Colorado
$241K 3,064 +309 +11%
EFMC
157
Empire Financial Management Company
New York
$234K 2,979 -676 -18%
WA
158
Waverly Advisors
Alabama
$232K 2,958 – –
IA
159
Insight Advisors
Pennsylvania
$232K 2,952 -501 -15%
AFP
160
Ausdal Financial Partners
Iowa
$231K 2,937 -121 -4%
TFS
161
Thoroughbred Financial Services
Tennessee
$230K 2,937 -963 -25%
CCB
162
Cutter & Co Brokerage
Missouri
$228K 2,900 +2,900 New
RCAG
163
Rehmann Capital Advisory Group
Michigan
$219K 2,783 – –
CFG
164
Cooper Financial Group
California
$218K 2,778 -211 -7%
PAM
165
Palisade Asset Management
Minnesota
$212K 2,700 +2,700 New
CSC
166
Caldwell Sutter Capital
California
$212K 2,696 +57 +2%
SW
167
SlateStone Wealth
Florida
$210K 2,678 +2,678 New
LSPW
168
Lake Street Private Wealth
Illinois
$208K 2,642 +2,642 New
SW
169
SkyOak Wealth
Michigan
$203K 2,579 +2,579 New
BFG
170
Bouchey Financial Group
New York
$201K 2,563 +2,563 New
Fidelity Investments
171
Fidelity Investments
Massachusetts
$200K 2,547 +543 +27%
CT
172
Colonial Trust
South Carolina
$196K 2,500 – –
EWA
173
EP Wealth Advisors
California
$168K 2,143 +2,143 New
PTC
174
Private Trust Company
Ohio
$167K 2,129 +209 +11%
DWM
175
Dogwood Wealth Management
Kansas
$112K 1,427 -123 -8%
5 6
7
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