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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 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
19
Increased
87
Reduced
65
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Pinnacle Associates
New York
$14.7M
2
CCM
2
Coldstream Capital Management
Washington
$143M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.4M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$3.8M
5
LPL Financial
5
LPL Financial
California
$52.3M

Top Sellers

1
PPW
1
Parcion Private Wealth
Washington
$27.9M
2
CW
2
Connectus Wealth
Ohio
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$160M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$26.3M
5
UBS Group
5
UBS Group
Switzerland
$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
S.A. Mason
Michigan
$52.7K – – –
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$51.1K -$35.7K -508 -41%
GRP
178
Global Retirement Partners
California
$46.9K +$70 +1 +0.2%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$37K +$141 +2 +0.4%
TWC
180
TD Waterhouse Canada
Ontario, Canada
$35.5K – – –
WPWM
181
Western Pacific Wealth Management
Illinois
$35.1K – – –
CA
182
Clearstead Advisors
Ohio
$35.1K +$35.1K +500 New
AssetMark Inc
183
AssetMark Inc
California
$32.4K +$32.4K +461 New
ADL
184
Asset Dedication LLC
California
$32K – – –
PPC
185
Park Place Capital
Alabama
$31.3K +$422 +6 +1%
AA
186
Ancora Advisors
Ohio
$28.1K – – –
GI
187
Gradient Investments
Minnesota
$27.8K – – –
Qube Research & Technologies (QRT)
188
Qube Research & Technologies (QRT)
United Kingdom
$26K -$104K -1,101 -80%
DAC
189
Dividend Assets Capital
South Carolina
$23K +$23K +331 New
JFA
190
JNBA Financial Advisors
Minnesota
$21.7K +$7.03K +100 +48%
CIAS
191
Capital Investment Advisory Services
North Carolina
$20.1K +$20.1K +286 New
JPMorgan Chase & Co
192
JPMorgan Chase & Co
New York
$16.4K -$90.3K -1,285 -85%
CIA
193
Cape Investment Advisory
Georgia
$16.4K +$632 +9 +4%
BWS
194
Buck Wealth Strategies
Colorado
$15.8K – – –
IA
195
IFP Advisors
Florida
$14.7K +$11.5K +163 +354%
CSPIA
196
Cary Street Partners Investment Advisory
Virginia
$10.5K – – –
TWD
197
True Wealth Design
Ohio
$10.5K – – –
AAG
198
Armstrong Advisory Group
Massachusetts
$10.4K – – –
HI
199
Hoey Investments
Pennsylvania
$9.7K – – –
MSFP
200
Mark Sheptoff Financial Planning
Connecticut
$5.97K – – –
5 6 7
8
9