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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

708 hedge funds and large institutions have $5.83B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 264 increasing their positions, 257 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
10.26%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.64%
New
63
Increased
264
Reduced
257
Closed
50
Calls
$6.66M
Puts
$2.9M
Net Calls
+$3.76M
Net Calls Change
-$518K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$49M
2
EB
Eastern Bank
Massachusetts
$46.5M
3
CAM
Cresset Asset Management
Illinois
$152M
4
GB
Gunma Bank
Japan
$10.7M
5
KAS
KPP Advisory Services
Kentucky
$10M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.26B
2
UBS Group
UBS Group
Switzerland
$203M
3
Bank of America
Bank of America
North Carolina
$445M
4
YCM
Yousif Capital Management
Michigan
$885K
5
PPWP
Proquility Private Wealth Partners
Nevada
$241K
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
326
Gemmer Asset Management
California
$875K +$260K +2,562 +42%
SFSG
327
Sound Financial Strategies Group
Mississippi
$871K -$21.8K -215 -2%
LSA
328
Lansing Street Advisors
Pennsylvania
$871K -$73.6K -726 -8%
CD
329
Chapin Davis
Maryland
$862K +$132K +1,301 +18%
KPWG
330
KFA Private Wealth Group
Virginia
$857K +$388K +3,826 +83%
WA
331
WESPAC Advisors
California
$853K +$182K +1,791 +27%
SB
332
Strategic Blueprint
Georgia
$845K -$44.1K -435 -5%
DWM
333
Darwin Wealth Management
Florida
$838K -$193K -1,900 -19%
ASN
334
Advisory Services Network
Georgia
$824K -$1.13M -11,182 -58%
CA
335
Cornerstone Advisory
Maryland
$814K -$54.6K -538 -6%
WWM
336
Western Wealth Management
Colorado
$804K -$43.1K -425 -5%
SW
337
SkyOak Wealth
Michigan
$803K +$80.4K +793 +11%
CRWM
338
Castle Rock Wealth Management
California
$802K +$4.55K +47 +0.6%
MGWM
339
Marks Group Wealth Management
Minnesota
$795K +$29K +286 +4%
CAAS
340
Capital Asset Advisory Services
Michigan
$784K +$25.8K +259 +3%
FWP
341
FAS Wealth Partners
Kansas
$782K -$135K -1,329 -15%
EW
342
Evexia Wealth
Wisconsin
$776K +$134K +1,388 +21%
KOMWMG
343
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$765K -$38.9K -384 -5%
TCM
344
Triumph Capital Management
Colorado
$764K -$539K -5,356 -41%
Envestnet Portfolio Solutions
345
Envestnet Portfolio Solutions
Illinois
$744K -$9.84K -97 -1%
NFC
346
Northeast Financial Consultants
Connecticut
$742K – – –
MF
347
Meridian Financial
Massachusetts
$738K +$203 +2 +0%
SW
348
SlateStone Wealth
Florida
$736K +$39.8K +392 +6%
VA
349
Valmark Advisers
Ohio
$726K +$169K +1,668 +30%
BMC
350
Benin Management Corp
Connecticut
$720K – – –
12 13
14
15 16