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ProShares S&P 500 Dividend Aristocrats ETF

643 hedge funds and large institutions have $5.29B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 249 increasing their positions, 208 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+8
Holders Change %
+1.26%
% of All Funds
10.14%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.63%
New
53
Increased
249
Reduced
208
Closed
40
Calls
$11.7M
Puts
$3.54M
Net Calls
+$8.11M
Net Calls Change
-$413K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
301
Allworth Financial
California
$951K +$3.58K +38 +0.4%
MWM
302
Meridian Wealth Management
Kentucky
$948K -$39.9K -423 -4%
MCM
303
MAI Capital Management
Ohio
$947K -$36K -382 -4%
KWA
304
Kingswood Wealth Advisors
California
$946K +$946K +10,032 New
MSAM
305
Moloney Securities Asset Management
Missouri
$946K -$23.6K -250 -2%
FCM
306
Family Capital Management
Michigan
$936K +$754 +8 +0.1%
SRWM
307
Shira Ridge Wealth Management
California
$925K +$93.3K +990 +11%
GAI
308
General American Investors
New York
$896K +$896K +9,500 New
LWA
309
Lowe Wealth Advisors
Maryland
$885K +$696K +7,382 +369%
PTP
310
Platform Technology Partners
New York
$878K +$11.2K +118 +1%
SFSG
311
Sound Financial Strategies Group
Mississippi
$874K -$62.3K -661 -7%
SS
312
Sunbelt Securities
Texas
$871K -$18.3K -194 -2%
NEWAS
313
N.E.W. Advisory Services
Wisconsin
$856K +$112K +1,186 +15%
IAIM
314
International Assets Investment Management
Florida
$846K -$12.8K -136 -1%
PCIG
315
Partners Capital Investment Group
Massachusetts
$846K +$425K +4,508 +101%
LCM
316
LVM Capital Management
Michigan
$838K -$7.07K -75 -0.8%
FPAS
317
Focus Partners Advisor Solutions
Missouri
$829K +$234K +2,477 +39%
KM
318
Kalos Management
Georgia
$828K -$24.6K -261 -3%
TC
319
Trilogy Capital
California
$824K +$126K +1,304 +18%
EAMA
320
EFG Asset Management (Americas)
Florida
$816K
ECI
321
EFG Capital International
Florida
$816K +$816K +8,652 New
LFAS
322
Level Four Advisory Services
Texas
$801K +$34.4K +365 +4%
SW
323
SkyOak Wealth
Michigan
$796K +$30K +318 +4%
AWA
324
Alta Wealth Advisors
Massachusetts
$780K -$1.6K -17 -0.2%
PNC Financial Services Group
325
PNC Financial Services Group
Pennsylvania
$773K -$87.3K -926 -10%