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ProShares S&P 500 Dividend Aristocrats ETF

738 hedge funds and large institutions have $5.94B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 246 increasing their positions, 279 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+26
Holders Change %
+3.65%
% of All Funds
10.67%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
76
Increased
246
Reduced
279
Closed
39
Calls
$6.01M
Puts
$1.3M
Net Calls
+$4.72M
Net Calls Change
+$880K
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
401
Lewis Asset Management
California
$600K +$2.88K +27 +0.5%
BFW
402
Brady Family Wealth
Missouri
$598K +$3.42K +32 +0.6%
PWP
403
Principle Wealth Partners
Connecticut
$597K -$10.6K -99 -2%
IAG
404
Investment Advisory Group
Massachusetts
$595K +$24.3K +228 +4%
DWM
405
Denver Wealth Management
Colorado
$593K +$2.88K +27 +0.5%
PPWP
406
Proquility Private Wealth Partners
Nevada
$592K -$266K -2,488 -31%
MPW
407
Melone Private Wealth
Michigan
$590K
CA
408
CoreCap Advisors
Michigan
$590K +$1.82K +17 +0.3%
AF
409
Advisornet Financial
Minnesota
$589K +$3.31K +31 +0.6%
MAG
410
M3 Advisory Group
Massachusetts
$586K +$56.6K +530 +11%
FPAS
411
Focus Partners Advisor Solutions
Missouri
$580K -$170K -1,590 -23%
KWA
412
Kellett Wealth Advisors
Ohio
$575K +$5.34K +50 +0.9%
PTC
413
Private Trust Company
Ohio
$575K +$44.4K +416 +8%
NWMG
414
National Wealth Management Group
Ohio
$574K -$40.2K -377 -7%
GFP
415
Gryphon Financial Partners
Ohio
$569K +$2.35K +22 +0.4%
DCM
416
DGS Capital Management
New Jersey
$566K -$90K -843 -14%
Betterment LLC
417
Betterment LLC
New York
$565K +$238K +2,234 +73%
BST
418
Bath Savings Trust
Maine
$561K +$78.1K +732 +16%
HAS
419
HBW Advisory Services
California
$558K +$268K +2,506 +92%
MA
420
Montag & Associates
Georgia
$553K -$48K -447 -8%
Brown Advisory
421
Brown Advisory
Maryland
$552K
SOS
422
Silver Oak Securities
Tennessee
$551K +$65.7K +617 +14%
KCFA
423
Key Client Fiduciary Advisors
New Jersey
$548K +$30.5K +286 +6%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$543K -$1.5K -14 -0.3%
SPWG
425
Syntegra Private Wealth Group
Missouri
$542K -$22.1K -207 -4%