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ProShares S&P 500 Dividend Aristocrats ETF
NOBL

795 hedge funds and large institutions have $10.3B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 303 increasing their positions, 245 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $826K

153% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 45

73% more capital invested

Capital invested by funds: $5.95B → $10.3B (+$4.35B)

24% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 245

12% more funds holding in top 10

Funds holding in top 10: 34 → 38 (+4)

7% more funds holding

Funds holding: 744 → 795 (+51)

1.07% more ownership

Funds ownership: 95.54% → 96.61% (+1.1%)

Holders
795
Holders Change
+51
Holders Change %
+6.85%
% of All Funds
10.47%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.5%
New
114
Increased
303
Reduced
245
Closed
45
Calls
$3.83M
Puts
$826K
Net Calls
+$3.01M
Net Calls Change
-$1.71M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$17.7M
2
YCM
Yousif Capital Management
Michigan
+$16.8M
3
Morgan Stanley
Morgan Stanley
New York
+$14.2M
4
UBS Group
UBS Group
Switzerland
+$12.8M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$94.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$24.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$19.6M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$13.1M
5
WANY
Wealthspire Advisors (New York)
New York
-$8.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
301
Mission Creek Capital Partners
California
$1.25M -$43K -818 -3%
Lido Advisors
302
Lido Advisors
California
$1.25M +$338K +6,420 +34%
CW
303
Channel Wealth
California
$1.24M -$6.41K -122 -0.5%
AP
304
Aspect Partners
Virginia
$1.22M -$11.7K -222 -0.9%
TCWM
305
Total Clarity Wealth Management
Illinois
$1.2M +$105K +2,002 +9%
CIA
306
Concurrent Investment Advisors
Florida
$1.2M +$58.8K +1,118 +5%
MPCA
307
Madison Park Capital Advisors
Washington
$1.19M +$1.26K +24 +0.1%
SAM
308
SP Asset Management
California
$1.19M +$13.5K +256 +1%
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$1.18M +$250K +4,764 +25%
MA
310
MBA Advisors
Pennsylvania
$1.18M +$3.68K +70 +0.3%
MSFS
311
Main Street Financial Solutions
Pennsylvania
$1.17M +$5.36K +102 +0.4%
BP
312
BBR Partners
New York
$1.16M – – –
QCM
313
Quantinno Capital Management
New York
$1.16M +$387K +7,358 +46%
SWIG
314
Strategic Wealth Investment Group
Kentucky
$1.15M -$134K -2,542 -10%
WA
315
Wealthstar Advisors
Texas
$1.12M +$1.19M +22,570 New
PFA
316
Pathway Financial Advisers
Indiana
$1.12M +$15.2K +290 +1%
VT
317
Vise Technologies
New York
$1.11M +$1.17M +22,342 New
Bank of Montreal
318
Bank of Montreal
Ontario, Canada
$1.1M -$10.7K -204 -0.9%
HWM
319
HB Wealth Management
Georgia
$1.1M +$91.4K +1,738 +9%
Bank of New York Mellon
320
Bank of New York Mellon
New York
$1.08M -$105 -2 -0%
PTP
321
Platform Technology Partners
New York
$1.08M -$48.6K -924 -4%
HIA
322
Harbor Investment Advisory
Maryland
$1.08M -$35.8K -680 -3%
FMI
323
F/M Investments
District of Columbia
$1.08M +$1.15M +21,792 New
MWM
324
Meridian Wealth Management
Kentucky
$1.08M +$256K +4,870 +29%
WWMSC
325
Wagner Wealth Management (South Carolina)
South Carolina
$1.05M +$10.5K +200 +1%
11 12
13
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NOBL Hedge Fund Activity: Q4 2024 in Review

795 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q4 2024, worth a combined $10.3B — up 73% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new NOBL positions and 45 closed out — a net gain of 69 holders — while 303 added to existing stakes and 245 trimmed.

The largest buyer was Bank of America, adding an estimated $17.7M. The largest seller was International Assets Investment Management, cutting an estimated $94.9M.

  • 795 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q4 2024, up from 744 in Q3 2024.
  • Funds reported $10.3B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q4 2024, up 73% quarter-over-quarter.
  • 114 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q4 2024 and 45 closed out, a net change of +69 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q4 2024 was Bank of America, an estimated $17.7M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q4 2024 was International Assets Investment Management, an estimated $94.9M sold.

Based on aggregated 13F filings for Q4 2024.