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

196 hedge funds and large institutions have $1.17B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 24 closing their positions.

Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
22
Increased
65
Reduced
80
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$349M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.7M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.39M
4
WIA
4
World Investment Advisors
California
$3.22M
5
AWS
5
Atria Wealth Solutions
New York
$3.98M

Top Sellers

1
BFG
1
Bouchey Financial Group
New York
$0
2
LPL Financial
2
LPL Financial
California
$51M
3
Wells Fargo
3
Wells Fargo
California
$76.7M
4
KDA
4
Kraft Davis & Associates
Missouri
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$349M 4,739,566 +2,544,630 +116%
CCM
2
Coldstream Capital Management
Washington
$153M 2,081,573 +2,270 +0.1%
Wells Fargo
3
Wells Fargo
California
$76.7M 1,042,340 -81,950 -7%
LPL Financial
4
LPL Financial
California
$51M 693,721 -99,417 -13%
Bank of America
5
Bank of America
North Carolina
$44.1M 598,978 -6,968 -1%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$38.8M 527,111 +29,479 +6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$38.4M 521,965 -13,715 -3%
PPW
8
Parcion Private Wealth
Washington
$31.1M 423,163 +28,030 +7%
UBS Group
9
UBS Group
Switzerland
$29.9M 406,746 -38,228 -9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$27.9M 378,760 -78,731 -17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$25.6M 347,647 +8,282 +2%
Ameriprise
12
Ameriprise
Minnesota
$22M 298,798 -34,496 -10%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$21.2M 288,702 +9,851 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$15.6M 212,034 -69,785 -25%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$14.7M 200,246 +195,885 +4,492%
TFA
16
Toth Financial Advisory
Virginia
$14.4M 196,010 -1,527 -0.8%
PA
17
Pinnacle Associates
New York
$14M 190,945 -9,132 -5%
RJA
18
Raymond James & Associates
Florida
$12.5M 169,875 -2,200 -1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.68M 117,921 -13,629 -10%
CWM
20
Connecticut Wealth Management
Connecticut
$8.54M 116,097 -1,405 -1%
Stifel Financial
21
Stifel Financial
Missouri
$8.23M 111,916 +5,378 +5%
SWP
22
Summit Wealth Partners
Florida
$7.01M 95,346 -10,211 -10%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$6.45M 87,669 -1,231 -1%
LWP
24
LMG Wealth Partners
Louisiana
$5.98M 81,275 +9,396 +13%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$5.5M 74,765 +775 +1%
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