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ProShares S&P 500 Dividend Aristocrats ETF

712 hedge funds and large institutions have $5.39B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 205 increasing their positions, 266 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
10.36%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
60
Increased
205
Reduced
266
Closed
40
Calls
$6.31M
Puts
$2.47M
Net Calls
+$3.84M
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Shares
Change %
UCMOK
426
United Capital Management of KS
Kansas
$480K -$32.4K -337 -6%
WWC
427
Waypoint Wealth Counsel
Georgia
$480K -$79.8K -830 -14%
FCCM
428
First City Capital Management
Georgia
$479K +$22.1K +230 +5%
PTC
429
Private Trust Company
Ohio
$477K
MAG
430
M3 Advisory Group
Massachusetts
$476K +$208K +2,160 +77%
RA
431
RFG Advisory
Alabama
$469K -$4.83M -50,243 -91%
ESB
432
Essex Savings Bank
Connecticut
$468K -$655K -6,812 -58%
KCFA
433
Key Client Fiduciary Advisors
New Jersey
$466K +$24K +250 +5%
AL
434
Aspiriant LLC
California
$463K
HWMO
435
Heritage Wealth Management (Ohio)
Ohio
$463K +$463K +4,842 New
KWM
436
Kingsview Wealth Management
Oregon
$461K +$11.6K +121 +3%
EBA
437
Eagle Bay Advisors
New York
$461K
PA
438
PFG Advisors
Arizona
$458K +$27.1K +282 +6%
GWAM
439
Guardian Wealth Advisors (Minnesota)
Minnesota
$450K -$3.37K -35 -0.7%
CCIA
440
Cherry Creek Investment Advisors
Colorado
$444K -$7.59K -79 -2%
CGA
441
Crescent Grove Advisors
Illinois
$442K -$26.7K -276 -6%
SP
442
Stablepoint Partners
Massachusetts
$442K
SWM
443
Sugarloaf Wealth Management
Georgia
$441K
SOS
444
Silver Oak Securities
Tennessee
$438K -$93.8K -976 -18%
OWA
445
Octavia Wealth Advisors
Ohio
$437K -$23.2K -240 -5%
BST
446
Bath Savings Trust
Maine
$435K +$40.4K +420 +10%
LMKC
447
L.M. Kohn & Company
Ohio
$428K -$25.5K -265 -6%
OCM
448
Osterweis Capital Management
California
$426K -$233K
CCFM
449
Clear Creek Financial Management
Washington
$422K +$10.6K +110 +3%
KA
450
Kozak & Associates
Colorado
$420K +$41.5K +435 +11%