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

203 hedge funds and large institutions have $941M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
-11
Holders Change %
-5.14%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
62
Reduced
82
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$168M
2
RJA
2
Raymond James & Associates
Florida
$18.1M
3
SA
3
Sanctuary Advisors
Indiana
$4.89M
4
DWM
4
Dogwood Wealth Management
Kansas
$3.43M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$41.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$9.88M
2
IAN
2
Integrated Advisors Network
Texas
$4.87M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.69M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22M
5
Morgan Stanley
5
Morgan Stanley
New York
$171M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$171M 2,317,436 -56,853 -2%
CCM
2
Coldstream Capital Management
Washington
$168M 2,286,855 +125,153 +6%
Wells Fargo
3
Wells Fargo
California
$65.7M 893,203 +15,208 +2%
LPL Financial
4
LPL Financial
California
$49.1M 666,898 -12,150 -2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$41.7M 566,297 +19,244 +4%
Bank of America
6
Bank of America
North Carolina
$40.3M 547,248 -54,088 -9%
UBS Group
7
UBS Group
Switzerland
$30.6M 416,025 -1,085 -0.3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$29.6M 401,779 -13,528 -3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$29.4M 400,006 +2,055 +0.5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$22M 299,164 -59,633 -17%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$21.8M 296,725 +7,601 +3%
RJA
12
Raymond James & Associates
Florida
$18.1M 246,407 +76,993 +45%
TFA
13
Toth Financial Advisory
Virginia
$14.9M 203,019 -1,003 -0.5%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$12.9M 175,190 -26,558 -13%
Osaic Holdings
15
Osaic Holdings
Arizona
$12.5M 169,468 -21,222 -11%
Ameriprise
16
Ameriprise
Minnesota
$9.88M 134,173 -161,192 -55%
CWM
17
Connecticut Wealth Management
Connecticut
$8.06M 109,558 -4,095 -4%
PA
18
Pinnacle Associates
New York
$7.21M 98,014 -2,005 -2%
LWP
19
LMG Wealth Partners
Louisiana
$7.14M 96,974 +764 +0.8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$6.89M 93,579 -10,556 -10%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$5.98M 81,228 -2,678 -3%
Stifel Financial
22
Stifel Financial
Missouri
$5.8M 78,760 -13,709 -15%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$5.62M 72,989 -250 -0.3%
SMC
24
Smith, Moore & Co
Missouri
$5.46M 74,134 +1,966 +3%
FWP
25
FAS Wealth Partners
Kansas
$5.11M 69,482 +9,301 +15%
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