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ProShares S&P 500 Dividend Aristocrats ETF

647 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, 264 increasing their positions, 195 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $8.99M | Put options by funds: $2.07M

35% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 195

17% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 54

0% more funds holding

Funds holding: 646647 (+1)

0.42% less ownership

Funds ownership: 91.68%91.25% (-0.42%)

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

6% less capital invested

Capital invested by funds: $5.3B → $4.97B (-$326M)

Holders
647
Holders Change
+1
Holders Change %
+0.15%
% 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
264
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
Change in
Stake
CWM
276
Cordatus Wealth Management
Pennsylvania
$1.05M +$3.85K +82 +0.3%
Bank of Montreal
277
Bank of Montreal
Ontario, Canada
$1.04M +$37K +788 +4%
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$1.04M +$851K +18,118 +339%
AAS
279
Annex Advisory Services
Wisconsin
$1.04M -$54.1K -1,152 -5%
MSFS
280
Main Street Financial Solutions
Pennsylvania
$1.04M +$14.7K +314 +1%
ESB
281
Essex Savings Bank
Connecticut
$1.03M
BP
282
BBR Partners
New York
$1.03M
SAM
283
SP Asset Management
California
$1.03M +$6.29K +134 +0.6%
GWM
284
Geneos Wealth Management
Colorado
$1.01M +$422K +8,988 +65%
WA
285
Wealthstar Advisors
Texas
$1.01M
PWM
286
Prosperity Wealth Management
California
$1.01M +$337K +7,170 +46%
GAA
287
Global Assets Advisory
Florida
$986K -$11.5K -244 -1%
VC
288
Veracity Capital
Georgia
$985K -$649K -13,826 -38%
Bank of New York Mellon
289
Bank of New York Mellon
New York
$963K +$94 +2 +0%
SC
290
Scotia Capital
Ontario, Canada
$942K -$45.1K -960 -4%
BFA
291
Beaumont Financial Advisors
Massachusetts
$941K +$1.13K +24 +0.1%
SFG
292
StrategIQ Financial Group
Indiana
$937K +$4.6K +98 +0.5%
LFS
293
Legacy Financial Strategies
Kansas
$933K +$22.1K +470 +2%
FFN
294
Focus Financial Network
Minnesota
$922K -$436K -9,282 -31%
MSAM
295
Moloney Securities Asset Management
Missouri
$922K +$36.2K +772 +4%
LCC
296
Lincoln Capital Corp
Rhode Island
$919K -$4.88K -104 -0.5%
EFMC
297
Empire Financial Management Company
New York
$913K +$939 +20 +0.1%
AMCA
298
Arthur M. Cohen & Associates
Illinois
$913K +$277K +5,890 +40%
LWP
299
Laurel Wealth Planning
Minnesota
$908K -$70.9K -1,510 -7%
MAM
300
MMA Asset Management
Pennsylvania
$907K +$1.41K +30 +0.1%

NOBL Hedge Fund Activity: Q3 2023 in Review

647 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q3 2023, worth a combined $4.97B — down 6.2% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new NOBL positions and 54 closed out — a net gain of 9 holders — while 264 added to existing stakes and 195 trimmed.

The largest buyer was Cresset Asset Management, adding an estimated $28.8M. The largest seller was Ameriprise, cutting an estimated $45.2M.

  • 647 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q3 2023, up from 646 in Q2 2023.
  • Funds reported $4.97B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q3 2023, down 6.2% quarter-over-quarter.
  • 63 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q3 2023 and 54 closed out, a net change of +9 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q3 2023 was Cresset Asset Management, an estimated $28.8M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q3 2023 was Ameriprise, an estimated $45.2M sold.

Based on aggregated 13F filings for Q3 2023.