NOBL icon

ProShares S&P 500 Dividend Aristocrats ETF

704 hedge funds and large institutions have $6.66B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 244 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+60
Holders Change %
+9.32%
% of All Funds
10.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.63%
New
104
Increased
244
Reduced
255
Closed
39
Calls
$6.38M
Puts
$2.09M
Net Calls
+$4.28M
Net Calls Change
-$2.64M
Name Holding Trade Value Shares
Change
Shares
Change %
MWS
426
Maxwell Wealth Strategies
California
$479K +$479K +5,028 New
CIA
427
Choate Investment Advisors
Massachusetts
$477K
GSIAS
428
Garden State Investment Advisory Services
New Jersey
$469K -$7.14K -75 -1%
ACIM
429
Azimuth Capital Investment Management
Michigan
$469K -$4.23M -44,400 -90%
CA
430
CoreCap Advisors
Michigan
$468K -$57.8K -607 -11%
CCA
431
Conservest Capital Advisors
Pennsylvania
$467K +$467K +4,902 New
PTC
432
Private Trust Company
Ohio
$465K +$286 +3 +0.1%
SWM
433
Scissortail Wealth Management
Oklahoma
$463K +$463K +4,862 New
OWA
434
Octavia Wealth Advisors
Ohio
$463K -$419K -4,405 -48%
CGA
435
Crescent Grove Advisors
Illinois
$462K
LIM
436
Loudon Investment Management
New Hampshire
$461K +$156K +1,635 +51%
JIC
437
Joel Isaacson & Co
New York
$455K +$2.95K +31 +0.7%
LMKC
438
L.M. Kohn & Company
Ohio
$455K -$10.8K -113 -2%
FCCM
439
First City Capital Management
Georgia
$450K +$25.7K +270 +6%
SFG
440
Sovereign Financial Group
Connecticut
$447K -$1.43K -15 -0.3%
GWAM
441
Guardian Wealth Advisors (Minnesota)
Minnesota
$442K +$8.09K +85 +2%
KPWG
442
KFA Private Wealth Group
Virginia
$440K +$2.38K +25 +0.5%
KWM
443
Kingsview Wealth Management
Oregon
$438K -$186K -1,954 -30%
PA
444
PFG Advisors
Arizona
$437K -$11.6K -122 -3%
SWM
445
Sugarloaf Wealth Management
Georgia
$435K +$1.9K +20 +0.4%
SAG
446
SageView Advisory Group
California
$435K -$41.3K -431 -9%
HI
447
Harbour Investments
Wisconsin
$434K +$31.2K +328 +8%
CWM
448
Circle Wealth Management
New Jersey
$431K
GAM
449
Garrison Asset Management
Arkansas
$430K -$2.76K -29 -0.6%
AIM
450
Anchor Investment Management
South Carolina
$428K +$46.9K +493 +12%