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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

643 hedge funds and large institutions have $5.29B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 249 increasing their positions, 208 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+8
Holders Change %
+1.26%
% of All Funds
10.14%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.63%
New
53
Increased
249
Reduced
208
Closed
40
Calls
$11.7M
Puts
$3.54M
Net Calls
+$8.11M
Net Calls Change
-$413K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.17B
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$17M
3
LPL Financial
3
LPL Financial
California
$261M
4
AWM
4
Apollon Wealth Management
South Carolina
$11.1M
5
AFG
5
Albion Financial Group
Utah
$6.36M

Top Sellers

1
WOC
1
West Oak Capital
California
$103K
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
Bank of America
3
Bank of America
North Carolina
$397M
4
MCC
4
Money Concepts Capital
Florida
$17.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWAM
426
Guardian Wealth Advisors (Minnesota)
Minnesota
$394K +$142K +1,507 +56%
SWA
427
Stratos Wealth Advisors
Ohio
$392K -$9.43K -100 -2%
WMS
428
Wealth Management Solutions
Pennsylvania
$391K -$20.2K -214 -5%
LA
429
Latitude Advisors
Florida
$390K – – –
WCP
430
Wick Capital Partners
Pennsylvania
$389K – – –
XF
431
XML Financial
Maryland
$386K +$19K +201 +5%
BAM
432
BOS Asset Management
Illinois
$386K – – –
HH
433
Hilltop Holdings
Texas
$385K – – –
HP
434
Hilltop Partners
Indiana
$385K +$385K +4,080 New
MGIA
435
Moneta Group Investment Advisors
Missouri
$381K +$85.2K +904 +29%
VIA
436
Vident Investment Advisory
Georgia
$376K +$160K +1,693 +74%
LA
437
LVW Advisors
New York
$375K +$10.8K +115 +3%
CCM
438
Crabel Capital Management
California
$367K +$367K +3,889 New
RMAM
439
Raab & Moskowitz Asset Management
New Jersey
$362K -$81.6K -866 -18%
BST
440
Bath Savings Trust
Maine
$360K +$20K +212 +6%
CWM
441
Collaborative Wealth Management
Florida
$357K – – –
MWM
442
Modera Wealth Management
New Jersey
$357K -$29.3K -311 -8%
ECM
443
Evergreen Capital Management
Washington
$355K – – –
I
444
INVST
Indiana
$354K +$354K +3,752 New
CPC
445
Consolidated Planning Corp
Georgia
$346K – – –
IFPG
446
Intrepid Financial Planning Group
Indiana
$346K – – –
BPA
447
Beacon Pointe Advisors
California
$346K +$4.81K +51 +1%
EWM
448
Echo Wealth Management
Minnesota
$345K – – –
TFGT
449
TS Financial Group (TSFG)
Illinois
$345K – – –
NW
450
NewEdge Wealth
Pennsylvania
$340K +$4.71K +50 +1%
16 17
18
19 20