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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 $979M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 86 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
202
Holders Change
-4
Holders Change %
-1.94%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
86
Reduced
67
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$23.1M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$33.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.93M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$18.8M
5
LPL Financial
5
LPL Financial
California
$52.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$22.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$146M
3
PFG
3
Prosperity Financial Group
California
$0
4
Bank of America
4
Bank of America
North Carolina
$40.4M
5
Wells Fargo
5
Wells Fargo
California
$75M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$146M 2,194,936 -76,552 -3%
CCM
2
Coldstream Capital Management
Washington
$139M 2,079,303 +37,294 +2%
Wells Fargo
3
Wells Fargo
California
$75M 1,124,290 -53,677 -5%
LPL Financial
4
LPL Financial
California
$52.9M 793,138 +49,148 +7%
Bank of America
5
Bank of America
North Carolina
$40.4M 605,946 -62,151 -9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$35.8M 535,680 +7,735 +1%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$33.2M 497,632 +93,957 +23%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$30.5M 457,491 +18,272 +4%
UBS Group
9
UBS Group
Switzerland
$29.7M 444,974 -12,856 -3%
BFG
10
Bouchey Financial Group
New York
$28.9M 432,677 +46,817 +12%
PPW
11
Parcion Private Wealth
Washington
$26.4M 395,133 -1,455 -0.4%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$23.1M 346,112 +164,143 +90%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$22.6M 339,365 -35,143 -9%
Ameriprise
14
Ameriprise
Minnesota
$22.2M 333,294 -83,478 -20%
Osaic Holdings
15
Osaic Holdings
Arizona
$18.8M 281,819 +61,389 +28%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$18.6M 278,851 -626 -0.2%
PA
17
Pinnacle Associates
New York
$13.4M 200,077 -9,042 -4%
TFA
18
Toth Financial Advisory
Virginia
$13.2M 197,537 -806 -0.4%
RJA
19
Raymond James & Associates
Florida
$11.5M 172,075 -18,278 -10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$8.78M 131,550 +7,753 +6%
CWM
21
Connecticut Wealth Management
Connecticut
$7.84M 117,502 +1,005 +0.9%
Stifel Financial
22
Stifel Financial
Missouri
$7.11M 106,538 -19,188 -15%
SWP
23
Summit Wealth Partners
Florida
$7.04M 105,557 +3,130 +3%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$5.93M 88,900 +88,900 New
KDA
25
Kraft Davis & Associates
Missouri
$5.87M 90,574 -3,446 -4%
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