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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 %
SRWM
351
Shira Ridge Wealth Management
California
$771K -$385K -4,045 -33%
TC
352
Trilogy Capital
California
$759K +$1.81K +19 +0.2%
KOMWMG
353
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$755K +$83.5K +877 +12%
CF
354
Copperwynd Financial
Arizona
$751K -$176K -1,852 -19%
SOS
355
Silver Oak Securities
Tennessee
$737K +$124K +1,301 +20%
CCIA
356
Cherry Creek Investment Advisors
Colorado
$728K -$8.76K -92 -1%
CAAS
357
Capital Asset Advisory Services
Michigan
$726K -$149K -1,561 -17%
SFO
358
Stokes Family Office
Louisiana
$726K +$726K +7,625 New
MGWM
359
Marks Group Wealth Management
Minnesota
$719K
Envestnet Portfolio Solutions
360
Envestnet Portfolio Solutions
Illinois
$708K +$7.24K +76 +1%
MIFH
361
Migdal Insurance & Financial Holdings
Israel
$702K -$941K -9,880 -57%
NFC
362
Northeast Financial Consultants
Connecticut
$697K
SFC
363
SYM Financial Corp
Indiana
$694K -$5.9K -62 -0.8%
MF
364
Meridian Financial
Massachusetts
$692K +$19.3K +203 +3%
CD
365
Chapin Davis
Maryland
$685K +$223K +2,341 +48%
BPA
366
Beacon Pointe Advisors
California
$679K +$257K +2,704 +61%
SW
367
SkyOak Wealth
Michigan
$678K -$25.4K -267 -4%
BMC
368
Benin Management Corp
Connecticut
$676K
PAM
369
Palisade Asset Management
Minnesota
$676K
CAM
370
Creekmur Asset Management
Illinois
$668K +$668K +7,013 New
PP
371
Pegasus Partners
Wisconsin
$662K
Brown Advisory
372
Brown Advisory
Maryland
$660K +$228K +2,391 +53%
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$660K -$13.5K -142 -2%
SG
374
StoneX Group
New York
$658K +$571 +6 +0.1%
SW
375
SlateStone Wealth
Florida
$654K +$110K +1,152 +20%