We are live on ! Find out more
NOBL icon

ProShares S&P 500 Dividend Aristocrats ETF

537 hedge funds and large institutions have $4.48B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 254 increasing their positions, 124 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 124

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

22.28% more ownership

Funds ownership: 86.14%108.43% (+22%)

3% more funds holding

Funds holding: 520537 (+17)

5% more capital invested

Capital invested by funds: $4.27B → $4.48B (+$210M)

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

73% less call options, than puts

Call options by funds: $1.71M | Put options by funds: $6.29M

Holders
537
Holders Change
+17
Holders Change %
+3.27%
% of All Funds
8.47%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
64
Increased
254
Reduced
124
Closed
38
Calls
$1.71M
Puts
$6.29M
Net Calls
-$4.58M
Net Calls Change
-$9.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
426
Bay Colony Advisors
Massachusetts
$236K +$4.97K +106 +2%
NW
427
NewEdge Wealth
Pennsylvania
$234K +$39.1K +834 +20%
SB
428
Strategic Blueprint
Georgia
$234K +$231K +4,926 New
LFG
429
Larson Financial Group
Missouri
$233K +$188 +4 +0.1%
YCM
430
Yousif Capital Management
Michigan
$231K -$1.4M -29,938 -86%
SPI
431
Santori & Peters Inc
Pennsylvania
$231K +$2.44K +52 +1%
RCI
432
RS Crum Inc
California
$230K
BFIC
433
Bedell Frazier Investment Counselling
California
$229K +$20K +426 +10%
HSG
434
Helen Stephens Group
Texas
$226K
WPW
435
Warther Private Wealth
Ohio
$223K -$563 -12 -0.3%
CCG
436
Coastwise Capital Group
California
$223K +$220K +4,690 New
MGIA
437
Moneta Group Investment Advisors
Missouri
$219K +$216K +4,614 New
GWAM
438
Guardian Wealth Advisors (Minnesota)
Minnesota
$212K +$2.53K +54 +1%
WCG
439
Weaver Consulting Group
California
$211K +$4.97K +106 +2%
LWP
440
Laurel Wealth Planning
Minnesota
$210K +$137K +2,924 +195%
CPA
441
Capital Performance Advisors
California
$205K +$203K +4,330 New
CWP
442
CFM Wealth Partners
Texas
$204K
FFA
443
Founders Financial Alliance
North Carolina
$192K +$657 +14 +0.3%
IFA
444
Interactive Financial Advisors
Illinois
$190K +$9.95K +212 +6%
FCA
445
FinTrust Capital Advisors
South Carolina
$185K +$28.1K +600 +18%
HNB
446
Huntington National Bank
Ohio
$180K
KPCM
447
Kings Point Capital Management
New York
$171K
CNBTD
448
Citizens National Bank Trust Department
Mississippi
$153K +$157K +3,336 New
NSIM
449
North Star Investment Management
Illinois
$140K
NFSG
450
Newbridge Financial Services Group
Florida
$136K -$10K -214 -7%

NOBL Hedge Fund Activity: Q1 2022 in Review

537 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q1 2022, worth a combined $4.48B — up 4.9% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new NOBL positions and 38 closed out — a net gain of 26 holders — while 254 added to existing stakes and 124 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $912M. The largest seller was Stuart Chaussee & Associates, cutting an estimated $59.1M.

  • 537 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q1 2022, up from 520 in Q4 2021.
  • Funds reported $4.48B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q1 2022, up 4.9% quarter-over-quarter.
  • 64 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q1 2022 and 38 closed out, a net change of +26 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $912M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q1 2022 was Stuart Chaussee & Associates, an estimated $59.1M sold.

Based on aggregated 13F filings for Q1 2022.