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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$16.7M
2
YCM
Yousif Capital Management
Michigan
+$15.9M
3
Morgan Stanley
Morgan Stanley
New York
+$13.5M
4
UBS Group
UBS Group
Switzerland
+$12.1M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$11.6M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$222M
2
IAIM
International Assets Investment Management
Florida
-$89.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$23M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$18.5M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
426
Lewis Asset Management
California
$565K +$5.18K +52 +0.9%
CA
427
CoreCap Advisors
Michigan
$558K +$8.36K +84 +2%
DWM
428
Denver Wealth Management
Colorado
$557K +$4.58K +46 +0.8%
BFW
429
Brady Family Wealth
Missouri
$557K – – –
MAWCM
430
Mine & Arao Wealth Creation & Management
California
$557K -$65.5K -658 -11%
IAG
431
Investment Advisory Group
Massachusetts
$555K – – –
MPW
432
Melone Private Wealth
Michigan
$546K -$3.88K -39 -0.7%
LA
433
Latitude Advisors
Florida
$541K +$163K +1,638 +43%
AWA
434
Acorn Wealth Advisors
Michigan
$538K -$56.9K -572 -10%
OSAM
435
O'Shaughnessy Asset Management
Connecticut
$538K +$342K +3,431 +174%
GFP
436
Gryphon Financial Partners
Ohio
$535K +$3.88K +39 +0.7%
NWMG
437
National Wealth Management Group
Ohio
$532K -$2.79K -28 -0.5%
BST
438
Bath Savings Trust
Maine
$532K +$8.96K +90 +2%
PWP
439
Principle Wealth Partners
Connecticut
$532K -$25.5K -256 -5%
KCFA
440
Key Client Fiduciary Advisors
New Jersey
$527K +$15.6K +157 +3%
NHC
441
Nicholas Hoffman & Company
Georgia
$522K -$46.1K -463 -8%
PTC
442
Private Trust Company
Ohio
$520K -$15.4K -155 -3%
Brown Advisory
443
Brown Advisory
Maryland
$515K – – –
SS
444
Sunbelt Securities
Texas
$510K -$52.5K -529 -9%
Kovitz Investment Group Partners
445
Kovitz Investment Group Partners
Illinois
$510K +$12K +121 +2%
SPWG
446
Syntegra Private Wealth Group
Missouri
$507K +$995 +10 +0.2%
RIA
447
Realta Investment Advisors
Delaware
$503K -$890K -8,955 -64%
WWC
448
Waypoint Wealth Counsel
Georgia
$501K +$2.59K +26 +0.5%
MWS
449
Maxwell Wealth Strategies
California
$501K – – –
RWM
450
Riverbend Wealth Management
South Carolina
$498K +$498K +5,000 New
16 17
18
19 20