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ProShares S&P 500 Dividend Aristocrats ETF
NOBL

709 hedge funds and large institutions have $6.67B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 245 increasing their positions, 257 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $2.09M

172% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 39

34% more capital invested

Capital invested by funds: $4.97B → $6.67B (+$1.7B)

21.94% more ownership

Funds ownership: 91.25% → 113.19% (+22%)

13% more funds holding in top 10

Funds holding in top 10: 39 → 44 (+5)

10% more funds holding

Funds holding: 647 → 709 (+62)

5% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 257

Holders
709
Holders Change
+62
Holders Change %
+9.58%
% of All Funds
10.34%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
106
Increased
245
Reduced
257
Closed
39
Calls
$6.38M
Puts
$2.09M
Net Calls
+$4.28M
Net Calls Change
-$2.63M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.09B
2
JP Morgan Chase
JP Morgan Chase
New York
+$60.2M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$33M
4
Cerity Partners
Cerity Partners
New York
+$29.2M
5
EB
Eastern Bank
Massachusetts
+$14.4M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$23.7M
2
KAS
KPP Advisory Services
Kentucky
-$10.5M
3
MML Investors Services
MML Investors Services
Massachusetts
-$8.66M
4
FB
Fulton Bank
Pennsylvania
-$7.07M
5
HighTower Advisors
HighTower Advisors
Illinois
-$6.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
276
BlueChip Wealth Advisors
Georgia
$1.3M +$1.22M +27,208 New
NF
277
Nikulski Financial
Iowa
$1.29M +$15.5K +346 +1%
AF
278
Advisornet Financial
Minnesota
$1.23M -$85.4K -1,906 -7%
TCM
279
Triumph Capital Management
Colorado
$1.23M -$50.1K -1,118 -4%
BCM
280
Bienville Capital Management
New York
$1.23M -$1.3M -28,930 -53%
NEWAS
281
N.E.W. Advisory Services
Wisconsin
$1.21M +$220K +4,904 +24%
BW
282
Bison Wealth
Georgia
$1.19M -$2.78K -62 -0.2%
MPCA
283
Madison Park Capital Advisors
Washington
$1.18M +$1.11M +24,866 New
AA
284
Auxano Advisors
Washington
$1.18M +$1.11M +24,858 New
AMCA
285
Arthur M. Cohen & Associates
Illinois
$1.18M +$187K +4,166 +20%
CWM
286
Cordatus Wealth Management
Pennsylvania
$1.17M +$43.1K +962 +4%
HCA
287
Heck Capital Advisors
Wisconsin
$1.17M +$2.33K +52 +0.2%
ACA
288
Aptus Capital Advisors
Alabama
$1.14M +$7.08K +158 +0.7%
AWA
289
Alta Wealth Advisors
Massachusetts
$1.14M +$329K +7,338 +44%
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$1.12M +$4.75K +106 +0.5%
MSFS
291
Main Street Financial Solutions
Pennsylvania
$1.12M +$90 +2 +0%
ESB
292
Essex Savings Bank
Connecticut
$1.11M – – –
BP
293
BBR Partners
New York
$1.11M – – –
SAM
294
SP Asset Management
California
$1.11M +$7.17K +160 +0.7%
PTP
295
Platform Technology Partners
New York
$1.1M +$186K +4,152 +22%
VWM
296
Venturi Wealth Management
Texas
$1.09M -$76.5K -1,708 -7%
WA
297
Wealthstar Advisors
Texas
$1.09M – – –
KIC
298
Keating Investment Counselors
Florida
$1.08M -$66.3K -1,480 -6%
FTUS
299
Flow Traders U.S.
New York
$1.07M +$536K +11,954 +113%
Mercer Global Advisors
300
Mercer Global Advisors
Colorado
$1.06M -$124K -2,772 -11%
10 11
12
13 14

NOBL Hedge Fund Activity: Q4 2023 in Review

709 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q4 2023, worth a combined $6.67B — up 34% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new NOBL positions and 39 closed out — a net gain of 67 holders — while 245 added to existing stakes and 257 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.09B. The largest seller was Osaic Holdings, cutting an estimated $23.7M.

  • 709 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q4 2023, up from 647 in Q3 2023.
  • Funds reported $6.67B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 106 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q4 2023 and 39 closed out, a net change of +67 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.09B added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q4 2023 was Osaic Holdings, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2023.