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ProShares S&P MidCap 400 Dividend Aristocrats ETF

202 hedge funds and large institutions have $979M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
86
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
176
DHJJ Financial Advisors
Illinois
$53.3K +$53.3K +798 New
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$52K +$17.2K +259 +49%
DCM
178
Davidson Capital Management
Texas
$49K -$1.67M -25,022 -97%
LFG
179
Larson Financial Group
Missouri
$48.5K +$48.5K +727 New
GRP
180
Global Retirement Partners
California
$38.9K -$4.85K -74 -11%
TWC
181
TD Waterhouse Canada
Ontario, Canada
$34K
WPWM
182
Western Pacific Wealth Management
Illinois
$33.4K
ADL
183
Asset Dedication LLC
California
$30K
PPC
184
Park Place Capital
Alabama
$29.9K +$67 +1 +0.2%
AA
185
Ancora Advisors
Ohio
$26.7K
GI
186
Gradient Investments
Minnesota
$26.4K
JFA
187
JNBA Financial Advisors
Minnesota
$22.1K +$1.54K +23 +7%
CIA
188
Cape Investment Advisory
Georgia
$15.9K +$267 +4 +2%
BWS
189
Buck Wealth Strategies
Colorado
$15.1K +$67 +1 +0.4%
DAC
190
Dividend Assets Capital
South Carolina
$14K -$8.61K -126 -38%
HGERS
191
Householder Group Estate & Retirement Specialist
Arizona
$12.4K +$12.4K +185 New
CSPIA
192
Cary Street Partners Investment Advisory
Virginia
$10K
IHWM
193
Iron Horse Wealth Management
Iowa
$9.94K +$9.94K +149 New
AAG
194
Armstrong Advisory Group
Massachusetts
$9.88K
HI
195
Hoey Investments
Pennsylvania
$9.21K
PB
196
Pinnacle Bancorp
Nebraska
$6.67K +$6.67K +100 New
MSFP
197
Mark Sheptoff Financial Planning
Connecticut
$5.67K
Creative Planning
198
Creative Planning
Kansas
$5.34K +$5.34K +80 New
MIM
199
Macroview Investment Management
Maryland
$4.51K +$66 +1 +1%
IA
200
IFP Advisors
Florida
$3.94K -$10K -150 -72%