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ProShares S&P 500 Dividend Aristocrats ETF

712 hedge funds and large institutions have $5.39B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 205 increasing their positions, 266 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
10.36%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
60
Increased
205
Reduced
266
Closed
40
Calls
$6.31M
Puts
$2.47M
Net Calls
+$3.84M
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Shares
Change %
VA
351
Valmark Advisers
Ohio
$693K +$4.71K +49 +0.7%
KPWG
352
KFA Private Wealth Group
Virginia
$692K -$121K -1,256 -15%
LFG
353
Larson Financial Group
Missouri
$685K +$341K +3,550 +99%
KOMWMG
354
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$685K -$40.6K -422 -6%
BMC
355
Benin Management Corp
Connecticut
$683K
PAM
356
Palisade Asset Management
Minnesota
$683K
SWA
357
Stratos Wealth Advisors
Ohio
$679K -$633K -6,581 -48%
Envestnet Portfolio Solutions
358
Envestnet Portfolio Solutions
Illinois
$678K -$28.1K -292 -4%
LSAG
359
Lake Street Advisors Group
New Hampshire
$677K -$456K -4,714 -40%
FPAS
360
Focus Partners Advisor Solutions
Missouri
$676K -$209K -2,172 -24%
BFA
361
Beaumont Financial Advisors
Massachusetts
$668K -$7.79K -81 -1%
AFG
362
Atomi Financial Group
New York
$653K +$318K +3,313 +95%
TCM
363
Triumph Capital Management
Colorado
$645K -$88.8K -918 -12%
RAM
364
Resona Asset Management
Japan
$645K +$645K +6,700 New
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$643K -$23.9K -249 -4%
CFG
366
Cooper Financial Group
California
$642K -$581K -6,042 -47%
ABC
367
Associated Banc-Corp
Wisconsin
$641K +$641K +6,670 New
HAM
368
Harmony Asset Management
Arizona
$639K -$14.9K -155 -2%
CAWM
369
Capital Advisors Wealth Management
Washington
$639K -$11K -114 -2%
SFC
370
Swisher Financial Concepts
Ohio
$637K -$1.91K -20 -0.3%
PA
371
Parallel Advisors
California
$631K -$8.56K -89 -1%
LWM
372
LongView Wealth Management
Georgia
$630K
PWM
373
Prosperity Wealth Management
California
$627K -$2.88K -30 -0.5%
IWA
374
Invera Wealth Advisors
Oregon
$620K -$17.7K -182 -3%
MNBTD
375
Moody National Bank Trust Division
Texas
$619K