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

Top Sellers

1
WOC
1
West Oak Capital
California
$103K
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
Bank of America
3
Bank of America
North Carolina
$397M
4
MCC
4
Money Concepts Capital
Florida
$17.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
401
Garrison Asset Management
Arkansas
$443K +$64.7K +686 +17%
TF
402
Trek Financial
Arizona
$441K +$151K +1,603 +52%
LMKC
403
L.M. Kohn & Company
Ohio
$437K – – –
DWM
404
Denver Wealth Management
Colorado
$435K +$1.89K +20 +0.4%
WP
405
WealthSource Partners
California
$429K – – –
SWM
406
Sugarloaf Wealth Management
Georgia
$427K -$47.6K -505 -10%
CWM
407
Circle Wealth Management
New Jersey
$427K – – –
PA
408
Parallel Advisors
California
$426K -$8.11K -86 -2%
BTI
409
Blue Trust Inc
Georgia
$424K +$213K +2,338 +101%
BAM
410
BTS Asset Management
Massachusetts
$421K +$421K +4,464 New
FCCM
411
First City Capital Management
Georgia
$420K -$40.1K -425 -9%
CD
412
Chapin Davis
Maryland
$420K – – –
MIFH
413
Migdal Insurance & Financial Holdings
Israel
$419K -$3.03M -32,333 -88%
HIIFS
414
Harel Insurance Investments & Financial Services
Israel
$419K +$61K +648 +17%
AFC
415
AFT Forsyth & Company
Florida
$419K +$4.24K +45 +1%
PMG
416
ProVise Management Group
Florida
$415K -$134K -1,419 -24%
TWP
417
Tempus Wealth Planning
California
$414K – – –
LIM
418
Loudon Investment Management
New Hampshire
$412K -$68.8K -730 -14%
CCFM
419
Clear Creek Financial Management
Washington
$410K +$91.2K +967 +29%
EBA
420
Eagle Bay Advisors
New York
$406K – – –
WC
421
Waterloo Capital
Texas
$405K -$22.9K -243 -5%
VWA
422
V Wealth Advisors
Kansas
$402K -$51.4K -545 -11%
KPWG
423
KFA Private Wealth Group
Virginia
$401K -$35.3K -374 -8%
OIA
424
OneDigital Investment Advisors
Kansas
$400K -$71.6K -760 -15%
BAWC
425
Boyce & Associates Wealth Consulting
Texas
$399K +$1.6K +17 +0.4%
15 16
17
18 19