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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

643 hedge funds and large institutions have $5.29B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 249 increasing their positions, 208 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+8
Holders Change %
+1.26%
% of All Funds
10.14%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.63%
New
53
Increased
249
Reduced
208
Closed
40
Calls
$11.7M
Puts
$3.54M
Net Calls
+$8.11M
Net Calls Change
-$413K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.17B
2
PCIA
Prime Capital Investment Advisors
Kansas
$17M
3
LPL Financial
LPL Financial
California
$261M
4
AWM
Apollon Wealth Management
South Carolina
$11.1M
5
AFG
Albion Financial Group
Utah
$6.36M

Top Sellers

1
WOC
West Oak Capital
California
$103K
2
M1FG
Mach-1 Financial Group
Arkansas
$0
3
Bank of America
Bank of America
North Carolina
$397M
4
MCC
Money Concepts Capital
Florida
$17.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
376
Marcum Wealth
Ohio
$531K -$2.36K -25 -0.4%
CPRC
377
Consolidated Portfolio Review Corp
New York
$522K -$8.11K -86 -2%
LNC
378
Lincoln National Corp
Pennsylvania
$517K -$3.11M -32,938 -86%
BFW
379
Brady Family Wealth
Missouri
$516K +$2.55K +27 +0.5%
KTM
380
Keeler Thomas Management
Utah
$508K -$496K -5,257 -49%
HP
381
HT Partners
Connecticut
$505K – – –
RIA
382
Regal Investment Advisors
Michigan
$501K -$108K -1,147 -18%
CA
383
CoreCap Advisors
Michigan
$496K +$496K +5,264 New
GFP
384
Gryphon Financial Partners
Ohio
$493K +$2.45K +26 +0.5%
SFG
385
Sovereign Financial Group
Connecticut
$488K +$54.8K +581 +13%
CWM
386
Cornerstone Wealth Management
Missouri
$483K -$21K -223 -4%
CCIA
387
Cherry Creek Investment Advisors
Colorado
$480K -$9.99K -106 -2%
WP
388
WealthPLAN Partners
Nebraska
$478K -$62.8K -666 -12%
GSIAS
389
Garden State Investment Advisory Services
New Jersey
$475K +$475K +5,043 New
SAG
390
SageView Advisory Group
California
$475K -$38.7K -411 -8%
CIA
391
Choate Investment Advisors
Massachusetts
$472K – – –
APA
392
Astoria Portfolio Advisors
New York
$471K -$484K -5,092 -51%
WI
393
WBI Investments
New Jersey
$470K +$19K +202 +4%
MA
394
Montag & Associates
Georgia
$465K +$131K +1,388 +39%
PTC
395
Private Trust Company
Ohio
$460K +$5.19K +55 +1%
CGA
396
Crescent Grove Advisors
Illinois
$457K – – –
SW
397
SlateStone Wealth
Florida
$457K +$189 +2 +0%
RB
398
Renasant Bank
Mississippi
$452K – – –
CTC
399
Central Trust Company
Missouri
$447K -$2.07K -22 -0.5%
JIC
400
Joel Isaacson & Co
New York
$445K +$66.8K +709 +18%
14 15
16
17 18