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ProShares S&P 500 Dividend Aristocrats ETF

644 hedge funds and large institutions have $4.97B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 261 increasing their positions, 195 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.27%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.62%
New
63
Increased
261
Reduced
195
Closed
54
Calls
$8.99M
Puts
$2.07M
Net Calls
+$6.92M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
251
Allred Capital Management
Texas
$1.32M +$1.32M +14,921 New
MCM
252
MAI Capital Management
Ohio
$1.32M +$432K +4,877 +49%
GAI
253
General American Investors
New York
$1.32M +$478K +5,400 +57%
PPC
254
Park Place Capital
Alabama
$1.31M +$29.3K +331 +2%
RBCM
255
Raub Brock Capital Management
California
$1.26M
AF
256
Advisornet Financial
Minnesota
$1.23M -$53.7K -607 -4%
TCM
257
Triumph Capital Management
Colorado
$1.2M +$248K +2,804 +26%
KWA
258
Kingswood Wealth Advisors
California
$1.19M -$1.41M -5,436 -54%
NF
259
Nikulski Financial
Iowa
$1.19M +$15.9K +180 +1%
HCM
260
Hengehold Capital Management
Ohio
$1.19M +$208K +2,347 +21%
HIA
261
Harbor Investment Advisory
Maryland
$1.18M +$487K +5,505 +70%
LWA
262
Lowe Wealth Advisors
Maryland
$1.15M +$315K +3,555 +38%
BW
263
Bison Wealth
Georgia
$1.11M -$27.1K -306 -2%
Mercer Global Advisors
264
Mercer Global Advisors
Colorado
$1.11M -$1.48M -16,674 -57%
GWSG
265
GPS Wealth Strategies Group
Colorado
$1.09M +$20.5K +232 +2%
JWM
266
Jeppson Wealth Management
California
$1.09M -$15.9K -180 -1%
VWM
267
Venturi Wealth Management
Texas
$1.09M -$222K -2,505 -17%
HCA
268
Heck Capital Advisors
Wisconsin
$1.08M
PPWP
269
Proquility Private Wealth Partners
Nevada
$1.08M +$1.08M +12,219 New
SRWM
270
Shira Ridge Wealth Management
California
$1.07M +$206K +2,326 +24%
KIC
271
Keating Investment Counselors
Florida
$1.07M -$202K -2,278 -16%
BWM
272
Baystate Wealth Management
Massachusetts
$1.06M -$34.8K -393 -3%
ACA
273
Aptus Capital Advisors
Alabama
$1.05M -$193K -2,183 -16%
CWM
274
Cordatus Wealth Management
Pennsylvania
$1.05M +$3.63K +41 +0.3%
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
$1.04M +$36.7K +394 +4%