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ProShares S&P 500 Dividend Aristocrats ETF

704 hedge funds and large institutions have $6.66B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 244 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+60
Holders Change %
+9.32%
% of All Funds
10.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.63%
New
104
Increased
244
Reduced
255
Closed
39
Calls
$6.38M
Puts
$2.09M
Net Calls
+$4.28M
Net Calls Change
-$2.64M
Name Holding Trade Value Shares
Change
Shares
Change %
CAWM
326
Capital Advisors Wealth Management
Washington
$931K -$557K -5,846 -37%
MSAM
327
Moloney Securities Asset Management
Missouri
$925K -$66.6K -700 -7%
AA
328
Advisory Alpha
Michigan
$920K -$31.6K -332 -3%
PFA
329
Pathway Financial Advisers
Indiana
$894K +$43.8K +460 +5%
LSA
330
Lansing Street Advisors
Pennsylvania
$886K +$886K +9,311 New
EL
331
EMFO LLC
Florida
$882K -$16.5K -173 -2%
MWM
332
Meridian Wealth Management
Kentucky
$870K -$38.7K -407 -4%
SS
333
Sunbelt Securities
Texas
$866K -$4.57K -48 -0.5%
PCIG
334
Partners Capital Investment Group
Massachusetts
$865K +$5.9K +62 +0.7%
FWP
335
FAS Wealth Partners
Kansas
$861K -$54K -567 -6%
LCM
336
LVM Capital Management
Michigan
$858K -$952 -10 -0.1%
BFA
337
Beaumont Financial Advisors
Massachusetts
$853K -$159K -1,675 -16%
AF
338
Allworth Financial
California
$851K -$38K -399 -4%
MA
339
MBA Advisors
Pennsylvania
$851K +$296K +3,108 +53%
1SB
340
1ST Source Bank
Indiana
$847K +$847K +8,897 New
SFSG
341
Sound Financial Strategies Group
Mississippi
$838K -$1.52K -16 -0.2%
SB
342
Strategic Blueprint
Georgia
$834K -$26.8K -282 -3%
CA
343
Cornerstone Advisory
Maryland
$815K +$815K +8,565 New
FPAS
344
Focus Partners Advisor Solutions
Missouri
$806K +$53.5K +562 +7%
Lido Advisors
345
Lido Advisors
California
$806K -$36.7K -386 -4%
IAIM
346
International Assets Investment Management
Florida
$806K -$48.2K -506 -6%
SWA
347
Stratos Wealth Advisors
Ohio
$805K +$406K +4,264 +102%
WWM
348
Western Wealth Management
Colorado
$795K +$74.4K +781 +10%
EW
349
Element Wealth
Mississippi
$791K -$17.1K -180 -2%
CRWM
350
Castle Rock Wealth Management
California
$774K -$1.69K -18 -0.2%