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

206 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
206
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
88
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$51.9M
2
CCM
2
Coldstream Capital Management
Washington
$197M
3
UBS Group
3
UBS Group
Switzerland
$30.2M
4
PWM
4
PMG Wealth Management
Illinois
$3.87M
5
AC
5
Avant Capital
Louisiana
$3.83M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.32M
2
PA
2
Pinnacle Associates
New York
$6.52M
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
LWP
4
LMG Wealth Partners
Louisiana
$3.14M
5
Wells Fargo
5
Wells Fargo
California
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Coldstream Capital Management
Washington
$197M 2,441,715 +95,875 +4%
Morgan Stanley
2
Morgan Stanley
New York
$186M 2,309,322 -3,436 -0.1%
Wells Fargo
3
Wells Fargo
California
$62M 768,364 -37,856 -5%
LPL Financial
4
LPL Financial
California
$55.9M 693,589 +45,304 +7%
Raymond James Financial
5
Raymond James Financial
Florida
$51.9M 643,375 +643,375 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$47M 582,993 +973 +0.2%
Bank of America
7
Bank of America
North Carolina
$40.6M 502,762 +25,404 +5%
UBS Group
8
UBS Group
Switzerland
$30.2M 374,449 +69,289 +23%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$27.3M 338,784 -29,106 -8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.3M 326,470 +39,774 +14%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$24.8M 307,013 +10,995 +4%
TFA
12
Toth Financial Advisory
Virginia
$16.5M 204,253 +4,978 +2%
P
13
&Partners
Tennessee
$13.4M 165,845 +36,331 +28%
Ameriprise
14
Ameriprise
Minnesota
$11.8M 146,074 +9,623 +7%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.48M 117,218 -15,532 -12%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.58M 93,926 +188 +0.2%
FWP
17
FAS Wealth Partners
Kansas
$6.56M 81,389 +3,662 +5%
PA
18
Pinnacle Associates
New York
$6.52M 80,861 -110,084 -58%
SMC
19
Smith, Moore & Co
Missouri
$6.27M 77,718 +1,600 +2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$6.16M 76,382 -4,525 -6%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$5.89M 72,989 – –
Stifel Financial
22
Stifel Financial
Missouri
$5.66M 70,220 +1,077 +2%
DWM
23
Dogwood Wealth Management
Kansas
$4.87M 60,389 +11,832 +24%
MWM
24
Modern Wealth Management
Kansas
$4.61M 57,166 +14,941 +35%
CAL
25
Capital Advisors Ltd
Ohio
$4.51M 55,886 +16 +0%
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