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

107 hedge funds and large institutions have $368M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
43
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$76M
2
UBS Group
2
UBS Group
Switzerland
$19.6M
3
VWM
3
Venturi Wealth Management
Texas
$4.3M
4
FAIM
4
Financial Advocates Investment Management
Washington
$933K
5
IMOV
5
Investment Management of Virginia
Virginia
$7.06M

Top Sellers

1
CI
1
CX Institutional
Indiana
$100K
2
GVAG
2
Great Valley Advisor Group
Delaware
$539K
3
Wells Fargo
3
Wells Fargo
California
$43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.3M
5
SRSA
5
S.R. Schill & Associates
Washington
$2.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$76M 1,432,363 +49,410 +4%
Wells Fargo
2
Wells Fargo
California
$43M 809,610 -88,781 -10%
Bank of America
3
Bank of America
North Carolina
$33.5M 631,896 -3,879 -0.6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.7M 464,769 +10,722 +2%
UBS Group
5
UBS Group
Switzerland
$19.6M 369,321 +37,656 +11%
Ameriprise
6
Ameriprise
Minnesota
$18.8M 351,903 -13,605 -4%
LPL Financial
7
LPL Financial
California
$15.3M 289,061 -3,333 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.3M 231,587 -27,118 -10%
RJA
9
Raymond James & Associates
Florida
$9.66M 181,950 +15,704 +9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$8.59M 161,867 +1,590 +1%
IMOV
11
Investment Management of Virginia
Virginia
$7.06M 133,107 +16,040 +14%
TFA
12
Toth Financial Advisory
Virginia
$6.97M 131,380 +7,507 +6%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$6.11M 115,164 -2,256 -2%
SWP
14
Summit Wealth Partners
Florida
$4.98M 93,897 -5,484 -6%
MFM
15
Mirsky Financial Management
New York
$4.53M 85,291 +2,936 +4%
VWM
16
Venturi Wealth Management
Texas
$4.3M 80,935 +35,804 +79%
LWAC
17
Laurel Wealth Advisors (California)
California
$3.98M 74,984 -8,578 -10%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.68M 69,396 +2,220 +3%
FAAS
19
First Allied Advisory Services
California
$3.47M 65,413 +2,271 +4%
Truist Financial
20
Truist Financial
North Carolina
$3.26M 61,376 +755 +1%
SRSA
21
S.R. Schill & Associates
Washington
$2.88M 54,211 -23,606 -30%
NEGWA
22
New England Guild Wealth Advisors
Connecticut
$2.81M 52,925 +5,791 +12%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.7M 50,910 +11,696 +30%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.68M 50,457 -5,090 -9%
CAL
25
Capital Advisors Ltd
Ohio
$2.54M 47,876 -795 -2%
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