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ProShares S&P 500 Dividend Aristocrats ETF

712 hedge funds and large institutions have $5.39B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 205 increasing their positions, 266 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
10.36%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
60
Increased
205
Reduced
266
Closed
40
Calls
$6.31M
Puts
$2.47M
Net Calls
+$3.84M
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
401
Montag & Associates
Georgia
$542K -$14.7K -152 -3%
HP
402
HT Partners
Connecticut
$538K
LAM
403
Lewis Asset Management
California
$538K -$4.52K -47 -0.8%
PHWM
404
Pine Harbor Wealth Management
Maryland
$538K
BFW
405
Brady Family Wealth
Missouri
$535K
DWM
406
Denver Wealth Management
Colorado
$531K
MPW
407
Melone Private Wealth
Michigan
$531K
CA
408
CoreCap Advisors
Michigan
$529K +$42.7K +444 +9%
AF
409
Advisornet Financial
Minnesota
$527K -$20.3K -211 -4%
SS
410
Sunbelt Securities
Texas
$526K -$17K -177 -3%
KIC
411
Keating Investment Counselors
Florida
$525K -$422K -4,385 -45%
P
412
&Partners
Tennessee
$525K +$279K +2,898 +113%
ONB
413
Old National Bancorp
Indiana
$516K -$40.5K -421 -7%
PP
414
Pegasus Partners
Wisconsin
$515K
IAG
415
Investment Advisory Group
Massachusetts
$514K +$177K +1,842 +53%
KWA
416
Kellett Wealth Advisors
Ohio
$513K -$1.16M -12,057 -69%
GFP
417
Gryphon Financial Partners
Ohio
$511K
SPWG
418
Syntegra Private Wealth Group
Missouri
$508K -$62.9K -654 -11%
EL
419
EMFO LLC
Florida
$508K
FFS
420
Founders Financial Securities
Maryland
$503K +$304K +3,159 +152%
Brown Advisory
421
Brown Advisory
Maryland
$497K -$393K -4,091 -44%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$490K +$171K +1,776 +53%
ACIM
423
Azimuth Capital Investment Management
Michigan
$488K -$2.4K -25 -0.5%
FCM
424
Family Capital Management
Michigan
$487K -$2.79K -29 -0.6%
MWS
425
Maxwell Wealth Strategies
California
$483K