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ProShares S&P 500 Dividend Aristocrats ETF

787 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 112 funds opening new positions, 301 increasing their positions, 243 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+49
Holders Change %
+6.64%
% of All Funds
10.48%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.51%
New
112
Increased
301
Reduced
243
Closed
45
Calls
$3.83M
Puts
$826K
Net Calls
+$3.01M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
351
Gemmer Asset Management
California
$873K +$9.26K +93 +1%
FFN
352
Focus Financial Network
Minnesota
$863K +$22.1K +222 +3%
OWP
353
ORG Wealth Partners
Texas
$860K +$129K +1,299 +18%
SFSG
354
Sound Financial Strategies Group
Mississippi
$860K -$383K -3,843 -31%
WIM
355
WealthPlan Investment Management
Nebraska
$849K -$4.58K -46 -0.5%
PA
356
Promethium Advisors
Maryland
$846K
LFAS
357
Level Four Advisory Services
Texas
$829K -$185K -1,855 -18%
WA
358
WESPAC Advisors
California
$826K -$134K -1,350 -14%
CA
359
Cornerstone Advisory
Maryland
$814K +$2.74K +27 +0.3%
SF
360
Summit Financial
New Jersey
$812K +$812K +8,158 New
MGIA
361
Moneta Group Investment Advisors
Missouri
$799K +$199 +2 +0%
LCM
362
LVM Capital Management
Michigan
$798K -$99.6K -1,000 -11%
CSP
363
Cary Street Partners
Virginia
$786K +$786K +7,894 New
MF
364
Meridian Financial
Massachusetts
$785K +$30.4K +305 +4%
SW
365
SlateStone Wealth
Florida
$769K -$95.3K -957 -11%
GC
366
Guidance Capital
Kentucky
$767K +$13.6K +134 +2%
KA
367
Kozak & Associates
Colorado
$761K +$276K +2,776 +57%
LSAG
368
Lake Street Advisors Group
New Hampshire
$753K +$5.48K +55 +0.7%
SW
369
SkyOak Wealth
Michigan
$747K -$39K -392 -5%
KV
370
Kickstand Ventures
New York
$743K -$38.9K -391 -5%
CRWM
371
Castle Rock Wealth Management
California
$742K -$102K -1,005 -12%
UWPG
372
Ullmann Wealth Partners Group
Florida
$741K
HCM
373
Howland Capital Management
Massachusetts
$740K +$69.9K +702 +10%
KOMWMG
374
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$736K +$18.1K +182 +3%
AF
375
Advisornet Financial
Minnesota
$734K +$185K +1,856 +34%