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

214 hedge funds and large institutions have $1.04B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 74 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
75
Reduced
74
Closed
10
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$841K

Top Buyers

1
IAN
1
Integrated Advisors Network
Texas
$12M
2
CCM
2
Coldstream Capital Management
Washington
$170M
3
CA
3
Cetera Advisors
Colorado
$5.65M
4
UAG
4
United Advisor Group
Ohio
$2.36M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$187M
2
PPW
2
Parcion Private Wealth
Washington
$1.18M
3
Wells Fargo
3
Wells Fargo
California
$69M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.6M
5
PA
5
Pinnacle Associates
New York
$7.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
EL
176
EMFO LLC
Florida
$112K – – –
IGWM
177
ICA Group Wealth Management
Colorado
$109K -$6.99K -89 -6%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$102K – – –
CFGS
179
Concourse Financial Group Securities
Alabama
$95.5K -$10.6K -135 -10%
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
$83.1K – – –
SWM
181
Spire Wealth Management
Virginia
$79K +$314 +4 +0.4%
SSB
182
Sandy Spring Bank
Maryland
$79K – – –
HNB
183
Huntington National Bank
Ohio
$73.8K -$69.1K – –
MRCM
184
M&R Capital Management
New Jersey
$67.5K – – –
LFG
185
Larson Financial Group
Missouri
$66.1K – – –
DFA
186
DHJJ Financial Advisors
Illinois
$62.7K – – –
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$62K +$157 +2 +0.3%
BBHC
188
Brown Brothers Harriman & Co
New York
$58.4K +$58.4K +744 New
AP
189
Aspect Partners
Virginia
$56.4K +$157 +2 +0.3%
HI
190
Harbour Investments
Wisconsin
$43.4K +$43.4K +553 New
CFB
191
Cullen/Frost Bankers
Texas
$40.9K +$40.9K +520 New
TWC
192
TD Waterhouse Canada
Ontario, Canada
$39.9K – – –
PS
193
Principal Securities
Iowa
$39.3K – – –
CA
194
Clearstead Advisors
Ohio
$38.8K – – –
ADL
195
Asset Dedication LLC
California
$35K – – –
FFA
196
Farther Finance Advisors
California
$32.9K -$3.9K -50 -11%
PPC
197
Park Place Capital
Alabama
$32.8K -$1.1K -14 -3%
AA
198
Ancora Advisors
Ohio
$31.4K -$5.89K -75 -16%
CIA
199
Cape Investment Advisory
Georgia
$30.9K +$10.4K +133 +51%
Russell Investments Group
200
Russell Investments Group
United Kingdom
$30.5K +$30.5K +388 New
5 6 7
8
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