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

204 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
75
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
P
1
&Partners
Tennessee
$10.6M
2
PA
2
Pinnacle Associates
New York
$14M
3
CCM
3
Coldstream Capital Management
Washington
$192M
4
BEI
4
Benjamin Edwards Inc
Missouri
$3.86M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$34.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$25M
2
Wells Fargo
2
Wells Fargo
California
$65.9M
3
Bank of America
3
Bank of America
North Carolina
$39M
4
IAN
4
Integrated Advisors Network
Texas
$212K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
151
Caldwell Sutter Capital
California
$229K +$1.64K +20 +0.7%
AFP
152
Ausdal Financial Partners
Iowa
$228K -$10.8K -132 -5%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$227K – – –
KCFA
154
Key Client Fiduciary Advisors
New Jersey
$226K +$226K +2,761 New
SPC
155
Sigma Planning Corp
Michigan
$221K -$36.8K -450 -14%
PAM
156
Palisade Asset Management
Minnesota
$221K +$221K +2,700 New
CCB
157
Cutter & Co Brokerage
Missouri
$220K +$220K +2,696 New
RJT
158
Raymond James Trust
Florida
$213K +$213K +2,602 New
IAN
159
Integrated Advisors Network
Texas
$212K -$5.2M -63,553 -96%
CPIG
160
Chicago Partners Investment Group
Illinois
$211K +$245 +3 +0.1%
SW
161
SkyOak Wealth
Michigan
$209K +$209K +2,556 New
IFPG
162
Intrepid Financial Planning Group
Indiana
$206K +$206K +2,520 New
CT
163
Colonial Trust
South Carolina
$204K – – –
IA
164
Insight Advisors
Pennsylvania
$203K -$35.7K -437 -15%
PTC
165
Private Trust Company
Ohio
$174K – – –
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$166K -$13.2K -161 -7%
EWA
167
EP Wealth Advisors
California
$160K -$9.49K -116 -6%
HR
168
Howe & Rusling
New York
$129K -$4.01K -49 -3%
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$114K +$114K +1,389 New
CFGS
170
Concourse Financial Group Securities
Alabama
$99.8K – – –
SWM
171
Spire Wealth Management
Virginia
$91.4K +$654 +8 +0.7%
SSB
172
Sandy Spring Bank
Maryland
$82.2K – – –
MRCM
173
M&R Capital Management
New Jersey
$70.2K – – –
LFG
174
Larson Financial Group
Missouri
$68.9K – – –
DFA
175
DHJJ Financial Advisors
Illinois
$65.3K – – –
5 6
7
8 9