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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 %
PIA
451
Perennial Investment Advisors
California
$338K +$11.8K +125 +4%
SAM
452
S.A. Mason
Michigan
$338K – – –
LSPW
453
Lake Street Private Wealth
Illinois
$335K +$6.6K +70 +2%
AA
454
Ancora Advisors
Ohio
$334K +$1.13K +12 +0.3%
BSW
455
Buckingham Strategic Wealth
Missouri
$334K +$71.2K +755 +27%
DI
456
DAGCO Inc
Ohio
$333K – – –
CAL
457
Capital Advisors Ltd
Ohio
$333K +$471 +5 +0.1%
NCM
458
Narwhal Capital Management
Georgia
$330K +$330K +3,500 New
HSA
459
HBK Sorce Advisory
Pennsylvania
$324K -$119K -1,259 -27%
AWM
460
Axxcess Wealth Management
California
$324K +$9.43K +100 +3%
SIG
461
Stonegate Investment Group
Alabama
$323K – – –
SIMG
462
Sonora Investment Management Group
Arizona
$318K -$4.71K -50 -1%
DA
463
Detalus Advisors
Missouri
$315K – – –
CCB
464
Cutter & Co Brokerage
Missouri
$312K +$16.9K +179 +6%
WA
465
Wealth Alliance
New York
$311K +$38.9K +413 +14%
KA
466
Kozak & Associates
Colorado
$309K +$17.6K +187 +6%
GLLW
467
Graves Light Lenhart Wealth
Virginia
$307K – – –
ACM
468
Alpha Capital Management
Texas
$306K – – –
HI
469
Harbour Investments
Wisconsin
$302K +$26.3K +279 +10%
TF
470
TIAA FSB
Florida
$300K +$69.7K +739 +30%
CW
471
CreativeOne Wealth
Kansas
$297K -$2.74K -29 -0.9%
CWA
472
Clarus Wealth Advisors
Arizona
$297K – – –
RG
473
Retirement Group
California
$296K +$68K +721 +30%
CWG
474
Crown Wealth Group
North Carolina
$294K -$125K -1,328 -30%
SAM
475
Secure Asset Management
Michigan
$294K -$1.74M -18,432 -86%
17 18
19
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