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

194 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 85 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
194
Holders Change
+41
Holders Change %
+26.8%
% of All Funds
3.13%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
49
Increased
85
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$122M
2
PPW
2
Parcion Private Wealth
Washington
$50.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$168M
4
BFG
4
Bouchey Financial Group
New York
$25.4M
5
Wells Fargo
5
Wells Fargo
California
$77.7M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$784K
2
Jane Street
2
Jane Street
New York
$0
3
FHC
3
First Heartland Consultants
Missouri
$243K
4
Bank of America
4
Bank of America
North Carolina
$44.5M
5
UBS Group
5
UBS Group
Switzerland
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$168M 2,344,275 +407,990 +21%
CCM
2
Coldstream Capital Management
Washington
$122M 1,701,149 +1,701,149 New
Wells Fargo
3
Wells Fargo
California
$77.7M 1,086,096 +251,019 +30%
PPW
4
Parcion Private Wealth
Washington
$50.7M 708,892 +708,892 New
Bank of America
5
Bank of America
North Carolina
$44.5M 622,362 -34,384 -5%
LPL Financial
6
LPL Financial
California
$40.6M 567,396 +31,265 +6%
UBS Group
7
UBS Group
Switzerland
$39M 544,909 -27,077 -5%
Ameriprise
8
Ameriprise
Minnesota
$38.5M 536,846 +24,184 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$35.1M 491,264 +17,349 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$29M 404,808 +158,496 +64%
BFG
11
Bouchey Financial Group
New York
$25.4M 355,247 +355,247 New
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$23.4M 326,914 +195,474 +149%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$21.6M 301,782 +98,163 +48%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$19.5M 273,207 +19,435 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$16.1M 224,278 +28,306 +14%
IMOV
16
Investment Management of Virginia
Virginia
$15.6M 218,211 +38,478 +21%
CW
17
Connectus Wealth
Ohio
$14.6M 204,011 +1,464 +0.7%
TFA
18
Toth Financial Advisory
Virginia
$13.6M 190,572 +11,427 +6%
RJA
19
Raymond James & Associates
Florida
$12.5M 174,824 +10,736 +7%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$11.4M 158,721 +147,987 +1,379%
PFO
21
Pathstone Family Office
New Jersey
$10.4M 145,478 +145,478 New
Stifel Financial
22
Stifel Financial
Missouri
$9.02M 126,082 +15,725 +14%
NEGWA
23
New England Guild Wealth Advisors
Connecticut
$8.44M 117,947 +6,967 +6%
SWP
24
Summit Wealth Partners
Florida
$7.72M 107,946 +1,628 +2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$7.22M 100,955 +34,525 +52%
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