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

202 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
94
Reduced
52
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$134M
2
LPL Financial
2
LPL Financial
California
$49.1M
3
CWM
3
Connecticut Wealth Management
Connecticut
$8.32M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.2M
5
Wells Fargo
5
Wells Fargo
California
$82.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$32.1M
2
PFO
2
Pathstone Family Office
New Jersey
$5.15M
3
LOIP
3
Live Oak Investment Partners
Texas
$3.16M
4
UBS Group
4
UBS Group
Switzerland
$36.4M
5
EH
5
Equitable Holdings
New York
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
176
Sandy Spring Bank
Maryland
$71.1K – – –
SWM
177
Spire Wealth Management
Virginia
$69.5K +$354 +5 +0.5%
CWA
178
Core Wealth Advisors
Florida
$56K +$56K +791 New
SAM
179
S.A. Mason
Michigan
$52.7K +$12K +170 +30%
GRP
180
Global Retirement Partners
California
$46.3K – – –
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$37K +$213 +3 +0.6%
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$36.8K +$2.09K +29,479 +6%
CSC
183
Caldwell Sutter Capital
California
$36.5K +$36.5K +516 New
TWC
184
TD Waterhouse Canada
Ontario, Canada
$36K – – –
WPWM
185
Western Pacific Wealth Management
Illinois
$35.4K – – –
ADL
186
Asset Dedication LLC
California
$32K – – –
PPC
187
Park Place Capital
Alabama
$31.1K +$1.42K +20 +5%
AA
188
Ancora Advisors
Ohio
$28.3K – – –
GI
189
Gradient Investments
Minnesota
$28K – – –
CIA
190
Cape Investment Advisory
Georgia
$15.9K +$15.9K +225 New
BWS
191
Buck Wealth Strategies
Colorado
$15.9K +$15.9K +225 New
JFA
192
JNBA Financial Advisors
Minnesota
$14.7K +$14.7K +208 New
HGERS
193
Householder Group Estate & Retirement Specialist
Arizona
$13K +$13K +184 New
CSPIA
194
Cary Street Partners Investment Advisory
Virginia
$10.6K – – –
TWD
195
True Wealth Design
Ohio
$10.6K – – –
AAG
196
Armstrong Advisory Group
Massachusetts
$10.5K – – –
HI
197
Hoey Investments
Pennsylvania
$9.76K – – –
BAM
198
Belpointe Asset Management
Nevada
$9.34K – – –
MSFP
199
Mark Sheptoff Financial Planning
Connecticut
$6.01K +$6.01K +85 New
MIM
200
Macroview Investment Management
Maryland
$4.73K +$71 +1 +2%
5 6 7
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