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

202 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 12 closing their positions.

Holders
202
Holders Change
+8
Holders Change %
+4.12%
% of All Funds
3.23%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
26
Increased
94
Reduced
52
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$134M
2
LPL Financial
2
LPL Financial
California
$49.1M
3
CWM
3
Connecticut Wealth Management
Connecticut
$8.32M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$29.2M
5
Wells Fargo
5
Wells Fargo
California
$82.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$32.1M
2
PFO
2
Pathstone Family Office
New Jersey
$5.15M
3
UBS Group
3
UBS Group
Switzerland
$36.4M
4
EH
4
Equitable Holdings
New York
$1.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$168M 2,370,873 +26,598 +1%
CCM
2
Coldstream Capital Management
Washington
$134M 1,895,337 +194,188 +11%
Wells Fargo
3
Wells Fargo
California
$82.5M 1,166,655 +80,559 +7%
PPW
4
Parcion Private Wealth
Washington
$52.7M 745,187 +36,295 +5%
LPL Financial
5
LPL Financial
California
$49.1M 694,343 +126,947 +22%
Bank of America
6
Bank of America
North Carolina
$47.8M 675,599 +53,237 +9%
UBS Group
7
UBS Group
Switzerland
$36.4M 514,239 -30,670 -6%
Ameriprise
8
Ameriprise
Minnesota
$32.1M 455,428 -81,418 -15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$31.8M 448,995 +44,187 +11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$29.2M 413,144 +111,362 +37%
BFG
11
Bouchey Financial Group
New York
$25.7M 363,205 +7,958 +2%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$22.8M 322,290 -4,624 -1%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$19.4M 274,760 +1,553 +0.6%
Osaic Holdings
14
Osaic Holdings
Arizona
$15.2M 215,103 -9,175 -4%
IMOV
15
Investment Management of Virginia
Virginia
$15M 212,630 -5,581 -3%
TFA
16
Toth Financial Advisory
Virginia
$13.9M 196,302 +5,730 +3%
CW
17
Connectus Wealth
Ohio
$13.8M 194,575 -9,436 -5%
RJA
18
Raymond James & Associates
Florida
$13.5M 190,620 +15,796 +9%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$12.8M 181,567 +22,846 +14%
Stifel Financial
20
Stifel Financial
Missouri
$9.92M 140,247 +14,165 +11%
CWM
21
Connecticut Wealth Management
Connecticut
$8.32M 117,542 +117,542 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.98M 112,855 +14,335 +15%
SWP
23
Summit Wealth Partners
Florida
$7.29M 103,045 -4,901 -5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$6.78M 95,817 -5,138 -5%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$5.25M 74,217 +3,415 +5%
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