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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 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
88
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$197M
2
UBS Group
2
UBS Group
Switzerland
$30.2M
3
LPL Financial
3
LPL Financial
California
$55.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.3M
5
P
5
&Partners
Tennessee
$13.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.32M
2
PA
2
Pinnacle Associates
New York
$6.52M
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
LWP
4
LMG Wealth Partners
Louisiana
$3.14M
5
Wells Fargo
5
Wells Fargo
California
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
151
Caldwell Sutter Capital
California
$224K -$1.61K -20 -0.7%
RCAG
152
Rehmann Capital Advisory Group
Michigan
$224K – – –
PAM
153
Palisade Asset Management
Minnesota
$218K – – –
SPC
154
Sigma Planning Corp
Michigan
$218K – – –
ASN
155
Advisory Services Network
Georgia
$215K -$47.2K -585 -18%
MF
156
Meridian Financial
Massachusetts
$211K +$211K +2,618 New
CCB
157
Cutter & Co Brokerage
Missouri
$208K -$9.68K -120 -4%
CPIG
158
Chicago Partners Investment Group
Illinois
$206K – – –
IAN
159
Integrated Advisors Network
Texas
$205K -$4.44K -55 -2%
AWM
160
Avaii Wealth Management
Wisconsin
$202K -$215K -2,668 -52%
CT
161
Colonial Trust
South Carolina
$202K – – –
IA
162
Insight Advisors
Pennsylvania
$200K +$161 +2 +0.1%
PTC
163
Private Trust Company
Ohio
$179K +$7.26K +90 +4%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$164K +$323 +4 +0.2%
CFB
165
Cullen/Frost Bankers
Texas
$147K +$147K +1,817 New
EWA
166
EP Wealth Advisors
California
$138K -$19.8K -246 -13%
HR
167
Howe & Rusling
New York
$122K -$4.52K -56 -4%
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$115K +$3.07K +38 +3%
CFGS
169
Concourse Financial Group Securities
Alabama
$100K – – –
SWM
170
Spire Wealth Management
Virginia
$91.3K +$1.13K +14 +1%
SSB
171
Sandy Spring Bank
Maryland
$81.1K – – –
LFG
172
Larson Financial Group
Missouri
$67.9K – – –
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$65K +$81 +1 +0.1%
DFA
174
DHJJ Financial Advisors
Illinois
$64.4K – – –
Russell Investments Group
175
Russell Investments Group
United Kingdom
$63.8K +$54.1K +671 +559%
5 6
7
8 9