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

194 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 85 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+41
Holders Change %
+26.8%
% of All Funds
3.13%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
49
Increased
85
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
Parcion Private Wealth
Washington
$50.7M
2
Morgan Stanley
Morgan Stanley
New York
$168M
3
BFG
Bouchey Financial Group
New York
$25.4M
4
Wells Fargo
Wells Fargo
California
$77.7M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$23.4M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$784K
2
Jane Street
Jane Street
New York
$0
3
FHC
First Heartland Consultants
Missouri
$243K
4
Bank of America
Bank of America
North Carolina
$44.5M
5
UBS Group
UBS Group
Switzerland
$39M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
176
Asset Dedication LLC
California
$32K – – –
PPC
177
Park Place Capital
Alabama
$30K +$30K +420 New
AA
178
Ancora Advisors
Ohio
$29K +$29K +400 New
NFSG
179
Newbridge Financial Services Group
Florida
$28.8K – – –
GI
180
Gradient Investments
Minnesota
$28.3K – – –
PA
181
PSI Advisors
Florida
$26K +$26K +364 New
Fidelity Investments
182
Fidelity Investments
Massachusetts
$20.2K -$429 -6 -2%
CSPIA
183
Cary Street Partners Investment Advisory
Virginia
$10.7K +$10.7K +150 New
TWD
184
True Wealth Design
Ohio
$10.7K +$10.7K +150 New
AAG
185
Armstrong Advisory Group
Massachusetts
$10.6K +$10.6K +148 New
HBW
186
Hazlett, Burt & Watson
West Virginia
$10K – – –
HI
187
Hoey Investments
Pennsylvania
$9.87K – – –
BAM
188
Belpointe Asset Management
Nevada
$9.45K +$9.45K +132 New
Creative Planning
189
Creative Planning
Kansas
$8.66K +$8.66K +121 New
KFI
190
Key Financial Inc
Pennsylvania
$7.67K – – –
MIM
191
Macroview Investment Management
Maryland
$4.72K – – –
HI
192
Harbour Investments
Wisconsin
$3.58K – – –
VNA
193
Valley National Advisers
Pennsylvania
$2K -$4.25K -68 -68%
CPG
194
Cornerstone Planning Group
New Jersey
$1.95K +$1.95K +27 New
Jane Street
195
Jane Street
New York
– -$3.12M -48,347 Closed
SG
196
Strid Group
Pennsylvania
– -$776K -12,051 Closed
KAS
197
Kestra Advisory Services
Texas
– -$527K -8,184 Closed
RJT
198
Raymond James Trust
Florida
– -$280K -4,349 Closed
Citadel Advisors
199
Citadel Advisors
Florida
– -$222K -3,446 Closed
GWSG
200
GPS Wealth Strategies Group
Colorado
– -$147K -2,284 Closed
5 6 7
8
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