NOBL icon

ProShares S&P 500 Dividend Aristocrats ETF

704 hedge funds and large institutions have $6.66B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 244 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+60
Holders Change %
+9.32%
% of All Funds
10.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.63%
New
104
Increased
244
Reduced
255
Closed
39
Calls
$6.38M
Puts
$2.09M
Net Calls
+$4.28M
Net Calls Change
-$2.64M
Name Holding Trade Value Shares
Change
Shares
Change %
SPWG
401
Syntegra Private Wealth Group
Missouri
$567K +$857 +9 +0.2%
KFA
402
Kapstone Financial Advisors
Ohio
$563K -$19.1K -202 -3%
VNA
403
Valley National Advisers
Pennsylvania
$557K -$31.3K -329 -5%
AWM
404
Avior Wealth Management
Nebraska
$556K -$1.3M -13,606 -70%
HIIFS
405
Harel Insurance Investments & Financial Services
Israel
$554K +$111K +1,164 +25%
WWC
406
Waypoint Wealth Counsel
Georgia
$553K +$323K +3,393 +140%
SI
407
Saxon Interests
Texas
$551K +$551K +5,791 New
MPW
408
Melone Private Wealth
Michigan
$546K +$3.71K +39 +0.7%
NHC
409
Nicholas Hoffman & Company
Georgia
$543K
RIA
410
Regal Investment Advisors
Michigan
$543K +$50.2K +527 +10%
PWP
411
Principle Wealth Partners
Connecticut
$542K
AL
412
Aspiriant LLC
California
$540K
PHWM
413
Pine Harbor Wealth Management
Maryland
$536K +$536K +5,630 New
BFW
414
Brady Family Wealth
Missouri
$528K +$3.62K +38 +0.7%
DWM
415
Denver Wealth Management
Colorado
$524K +$90.8K +954 +21%
VA
416
Valmark Advisers
Ohio
$523K +$268K +2,818 +105%
CPRC
417
Consolidated Portfolio Review Corp
New York
$518K -$10.5K -110 -2%
TP
418
Tranquility Partners
Tennessee
$507K -$262K -2,750 -34%
FAG
419
Fortitude Advisory Group
Washington
$507K -$17.6K -185 -3%
FCM
420
Family Capital Management
Michigan
$506K -$423K -4,445 -46%
GFP
421
Gryphon Financial Partners
Ohio
$504K +$3.43K +36 +0.7%
HP
422
HT Partners
Connecticut
$504K -$10.6K -111 -2%
LNC
423
Lincoln National Corp
Pennsylvania
$498K -$126K -1,322 -20%
RB
424
Renasant Bank
Mississippi
$487K
TF
425
Trek Financial
Arizona
$486K +$23.2K +244 +5%