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ProShares S&P 500 Dividend Aristocrats ETF

787 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 112 funds opening new positions, 301 increasing their positions, 243 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+49
Holders Change %
+6.64%
% of All Funds
10.48%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.51%
New
112
Increased
301
Reduced
243
Closed
45
Calls
$3.83M
Puts
$826K
Net Calls
+$3.01M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Shares
Change %
RCWM
401
Red Crane Wealth Management
California
$641K +$641K +6,438 New
MNBTD
402
Moody National Bank Trust Division
Texas
$641K
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$633K +$127K +1,277 +25%
HI
404
Harbour Investments
Wisconsin
$625K +$52.3K +525 +9%
KeyBank National Association
405
KeyBank National Association
Ohio
$624K +$6.97K +70 +1%
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$622K -$49.9K -501 -7%
CAWM
407
Capital Advisors Wealth Management
Washington
$617K -$32.1K -322 -5%
PVI
408
Pine Valley Investments
New Jersey
$614K -$69.9K -702 -10%
DE
409
Diversified Enterprises
Delaware
$614K +$7.47K +75 +1%
VC
410
Veracity Capital
Georgia
$612K +$5.67K +57 +0.9%
AWA
411
Arkadios Wealth Advisors
Georgia
$612K +$6.17K +62 +1%
MGWM
412
Marks Group Wealth Management
Minnesota
$604K
LFG
413
Larson Financial Group
Missouri
$604K -$1.1K -11 -0.2%
PWA
414
Provenance Wealth Advisors
Florida
$596K
CAM
415
Creekmur Asset Management
Illinois
$589K +$2.79K +28 +0.5%
BlackRock
416
BlackRock
New York
$587K +$587K +5,902 New
HP
417
HT Partners
Connecticut
$581K +$14.1K +142 +2%
VNA
418
Valley National Advisers
Pennsylvania
$578K +$497 +5 +0.1%
EDRH
419
Edmond de Rothschild Holding
Switzerland
$578K +$578K +5,805 New
AA
420
Advisory Alpha
Michigan
$575K -$147K -1,473 -20%
OIA
421
OneDigital Investment Advisors
Kansas
$569K +$1.99K +20 +0.4%
MAG
422
M3 Advisory Group
Massachusetts
$568K +$22.2K +223 +4%
HAS
423
HBW Advisory Services
California
$568K +$47.3K +475 +9%
PHWM
424
Pine Harbor Wealth Management
Maryland
$566K +$6.07K +61 +1%
CF
425
Claris Financial
Virginia
$566K +$566K +5,687 New