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

214 hedge funds and large institutions have $1.04B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 74 reducing their positions, and 10 closing their positions.

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
3.1%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
75
Reduced
74
Closed
10
Calls
$841K
Puts
–
Net Calls
+$841K
Net Calls Change
+$841K

Top Buyers

1
IAN
1
Integrated Advisors Network
Texas
$12M
2
CCM
2
Coldstream Capital Management
Washington
$170M
3
CA
3
Cetera Advisors
Colorado
$5.65M
4
UAG
4
United Advisor Group
Ohio
$2.36M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$187M
2
PPW
2
Parcion Private Wealth
Washington
$1.18M
3
Wells Fargo
3
Wells Fargo
California
$69M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$32.6M
5
PA
5
Pinnacle Associates
New York
$7.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$187M 2,374,289 -2,365,277 -50%
CCM
2
Coldstream Capital Management
Washington
$170M 2,161,702 +80,129 +4%
Wells Fargo
3
Wells Fargo
California
$69M 877,995 -164,345 -16%
LPL Financial
4
LPL Financial
California
$53.3M 679,048 -14,673 -2%
Bank of America
5
Bank of America
North Carolina
$47.2M 601,336 +2,358 +0.4%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$43M 547,053 +19,942 +4%
UBS Group
7
UBS Group
Switzerland
$32.8M 417,110 +10,364 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$32.6M 415,307 -106,658 -20%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$31.3M 397,951 +19,191 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$28.2M 358,797 +11,150 +3%
Ameriprise
11
Ameriprise
Minnesota
$23.2M 295,365 -3,433 -1%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$22.7M 289,124 +422 +0.1%
TFA
13
Toth Financial Advisory
Virginia
$16M 204,022 +8,012 +4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$15.8M 201,748 +1,502 +0.8%
Osaic Holdings
15
Osaic Holdings
Arizona
$15M 190,690 -21,344 -10%
RJA
16
Raymond James & Associates
Florida
$13.3M 169,414 -461 -0.3%
IAN
17
Integrated Advisors Network
Texas
$12M 152,558 +148,810 +3,970%
CWM
18
Connecticut Wealth Management
Connecticut
$8.93M 113,653 -2,444 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.18M 104,135 -13,786 -12%
PA
20
Pinnacle Associates
New York
$7.86M 100,019 -90,926 -48%
LWP
21
LMG Wealth Partners
Louisiana
$7.56M 96,210 +14,935 +18%
Stifel Financial
22
Stifel Financial
Missouri
$7.26M 92,469 -19,447 -17%
SWP
23
Summit Wealth Partners
Florida
$6.7M 85,327 -10,019 -11%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$6.6M 84,041 -3,628 -4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$6.59M 83,906 +9,141 +12%
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