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

203 hedge funds and large institutions have $941M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-11
Holders Change %
-5.14%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
62
Reduced
82
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
Coldstream Capital Management
Washington
$168M
2
RJA
Raymond James & Associates
Florida
$18.1M
3
DWM
Dogwood Wealth Management
Kansas
$3.43M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$41.7M
5
Wells Fargo
Wells Fargo
California
$65.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$9.88M
2
IAN
Integrated Advisors Network
Texas
$4.87M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.69M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$22M
5
Morgan Stanley
Morgan Stanley
New York
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Clearstead Advisors
Ohio
$36.8K – – –
ADL
177
Asset Dedication LLC
California
$33.1K – – –
AP
178
Aspect Partners
Virginia
$33K -$19.9K -270 -38%
CIA
179
Cape Investment Advisory
Georgia
$31.5K +$2.58K +35 +9%
IGWM
180
ICA Group Wealth Management
Colorado
$31K -$70.7K -961 -70%
AA
181
Ancora Advisors
Ohio
$29.4K – – –
TWC
182
TD Waterhouse Canada
Ontario, Canada
$27.9K – – –
BL
183
BFSG LLC
California
$25.8K – – –
CTB
184
Country Trust Bank
Illinois
$22.9K +$22.9K +311 New
AssetMark Inc
185
AssetMark Inc
California
$20.4K +$20.4K +277 New
PPC
186
Park Place Capital
Alabama
$16.6K -$14.1K -192 -46%
HI
187
Hoey Investments
Pennsylvania
$13.5K +$13.5K +183 New
HGERS
188
Householder Group Estate & Retirement Specialist
Arizona
$13K – – –
Russell Investments Group
189
Russell Investments Group
United Kingdom
$11.9K -$16.6K -226 -58%
IA
190
IFP Advisors
Florida
$11.3K – – –
MG
191
Mather Group
Illinois
$10.9K +$10.9K +139 New
AAG
192
Armstrong Advisory Group
Massachusetts
$10.9K – – –
GRP
193
Global Retirement Partners
California
$10.4K – – –
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
$10.2K -$67.6K -919 -87%
SFA
195
Semmax Financial Advisors
North Carolina
$7.53K +$78 +1 +1%
PB
196
Pinnacle Bancorp
Nebraska
$7.36K – – –
TFF
197
The Family Firm
Maryland
$7.36K +$7.36K +100 New
CA
198
CoreCap Advisors
Michigan
$6.63K – – –
MIM
199
Macroview Investment Management
Maryland
$5.03K – – –
VNA
200
Valley National Advisers
Pennsylvania
$2K – – –
5 6 7
8
9