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ProShares S&P 500 Dividend Aristocrats ETF

644 hedge funds and large institutions have $4.97B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 261 increasing their positions, 195 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
10.27%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.62%
New
63
Increased
261
Reduced
195
Closed
54
Calls
$8.99M
Puts
$2.07M
Net Calls
+$6.92M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
451
Belpointe Asset Management
Nevada
$334K +$334K +3,777 New
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$334K +$91.5K +1,034 +38%
ECM
453
Evergreen Capital Management
Washington
$333K
SAM
454
Secure Asset Management
Michigan
$328K +$52.1K +588 +19%
CPC
455
Consolidated Planning Corp
Georgia
$325K
MGIA
456
Moneta Group Investment Advisors
Missouri
$324K -$33.6K -379 -9%
TFGT
457
TS Financial Group (TSFG)
Illinois
$324K
EWM
458
Echo Wealth Management
Minnesota
$322K
CCB
459
Cutter & Co Brokerage
Missouri
$320K +$26.9K +304 +9%
PIA
460
Perennial Investment Advisors
California
$318K +$89 +1 +0%
CAL
461
Capital Advisors Ltd
Ohio
$314K +$532 +6 +0.2%
AA
462
Ancora Advisors
Ohio
$313K -$1.06K -12 -0.3%
AFG
463
Atomi Financial Group
New York
$312K +$312K +3,525 New
NCM
464
Narwhal Capital Management
Georgia
$310K
MWM
465
Modera Wealth Management
New Jersey
$305K -$30.1K -340 -9%
HSA
466
HBK Sorce Advisory
Pennsylvania
$305K +$354 +4 +0.1%
SIG
467
Stonegate Investment Group
Alabama
$303K
HF
468
HRT Financial
New York
$301K +$301K +3,404 New
SIMG
469
Sonora Investment Management Group
Arizona
$299K
DA
470
Detalus Advisors
Missouri
$296K
CMS
471
Capital Market Strategies
Florida
$296K +$25.5K +293 +9%
WA
472
Wealth Alliance
New York
$294K +$1.24K +14 +0.4%
CA
473
Clearstead Advisors
Ohio
$293K +$147K +1,656 +100%
MOS
474
MGO One Seven
Ohio
$292K +$20.9K +236 +8%
CWM
475
Collaborative Wealth Management
Florida
$289K -$46.6K -526 -14%