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ProShares S&P 500 Dividend Aristocrats ETF

795 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 114 funds opening new positions, 303 increasing their positions, 245 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $826K

153% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 45

73% more capital invested

Capital invested by funds: $5.95B → $10.3B (+$4.35B)

24% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 245

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

7% more funds holding

Funds holding: 744795 (+51)

1.07% more ownership

Funds ownership: 95.54%96.61% (+1.1%)

Holders
795
Holders Change
+51
Holders Change %
+6.85%
% of All Funds
10.47%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.5%
New
114
Increased
303
Reduced
245
Closed
45
Calls
$3.83M
Puts
$826K
Net Calls
+$3.01M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
376
Howland Capital Management
Massachusetts
$740K +$73.8K +1,404 +10%
KOMWMG
377
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$736K +$19.1K +364 +3%
AF
378
Advisornet Financial
Minnesota
$734K +$195K +3,712 +34%
Envestnet Portfolio Solutions
379
Envestnet Portfolio Solutions
Illinois
$733K +$33.3K +634 +4%
FWP
380
FAS Wealth Partners
Kansas
$727K +$18.8K +358 +3%
CSI
381
Cross Staff Investments
New York
$723K +$1.16K +22 +0.2%
VA
382
Valmark Advisers
Ohio
$722K +$4K +76 +0.5%
JWCA
383
J.W. Coons Advisors
Ohio
$720K -$318K -6,040 -29%
GSIAS
384
Garden State Investment Advisory Services
New Jersey
$713K -$194K -3,696 -21%
PA
385
Parallel Advisors
California
$711K +$3.15K +60 +0.4%
WCP
386
Wealthcare Capital Partners
Pennsylvania
$709K +$749K +14,246 New
BMC
387
Benin Management Corp
Connecticut
$707K
PAM
388
Palisade Asset Management
Minnesota
$707K
CAAS
389
Capital Asset Advisory Services
Michigan
$703K -$39.6K -754 -5%
KPWG
390
KFA Private Wealth Group
Virginia
$696K -$18.7K -356 -2%
SG
391
StoneX Group
New York
$695K +$6.52K +124 +0.9%
BFA
392
Beaumont Financial Advisors
Massachusetts
$684K -$13.7K -260 -2%
ACP
393
Aveo Capital Partners
Colorado
$673K +$25.3K +482 +4%
OP
394
ORG Partners
Indiana
$665K -$499K -9,498 -42%
EC
395
Estate Counselors
Wisconsin
$656K
IWA
396
Invera Wealth Advisors
Oregon
$653K +$3.58K +68 +0.5%
GK
397
Graney & King
New York
$653K +$689K +13,114 New
LWM
398
LongView Wealth Management
Georgia
$653K
BPA
399
Beacon Pointe Advisors
California
$651K +$36.4K +692 +6%
BCG
400
Bravias Capital Group
New Jersey
$649K +$666K +12,676 New

NOBL Hedge Fund Activity: Q4 2024 in Review

795 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q4 2024, worth a combined $10.3B — up 73% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new NOBL positions and 45 closed out — a net gain of 69 holders — while 303 added to existing stakes and 245 trimmed.

The largest buyer was Bank of America, adding an estimated $17.7M. The largest seller was International Assets Investment Management, cutting an estimated $94.9M.

  • 795 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q4 2024, up from 744 in Q3 2024.
  • Funds reported $10.3B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q4 2024, up 73% quarter-over-quarter.
  • 114 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q4 2024 and 45 closed out, a net change of +69 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q4 2024 was Bank of America, an estimated $17.7M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q4 2024 was International Assets Investment Management, an estimated $94.9M sold.

Based on aggregated 13F filings for Q4 2024.