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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 %
LA
451
LVW Advisors
New York
$415K -$69.3K -728 -14%
EBA
452
Eagle Bay Advisors
New York
$410K
OIA
453
OneDigital Investment Advisors
Kansas
$408K +$22.8K +239 +6%
CCFM
454
Clear Creek Financial Management
Washington
$402K -$14.4K -151 -3%
LSPW
455
Lake Street Private Wealth
Illinois
$401K +$108K +1,138 +37%
LA
456
Latitude Advisors
Florida
$397K +$3.33K +35 +0.8%
SWP
457
Strategic Wealth Partners
Ohio
$397K -$107K -1,129 -21%
SP
458
Stablepoint Partners
Massachusetts
$395K +$395K +4,149 New
BST
459
Bath Savings Trust
Maine
$389K +$7.62K +80 +2%
WC
460
Waterloo Capital
Texas
$388K -$24.9K -262 -6%
PMG
461
ProVise Management Group
Florida
$384K -$31.1K -327 -7%
TWP
462
Tempus Wealth Planning
California
$384K -$34.3K -360 -8%
BAWC
463
Boyce & Associates Wealth Consulting
Texas
$383K +$2.29K +24 +0.6%
LFG
464
Larson Financial Group
Missouri
$376K +$90.9K +955 +32%
MGIA
465
Moneta Group Investment Advisors
Missouri
$375K +$26.5K +278 +8%
I
466
INVST
Indiana
$375K -$203K -2,139 -35%
NW
467
NewEdge Wealth
Pennsylvania
$370K
SAM
468
Secure Asset Management
Michigan
$368K +$15.2K +160 +4%
GLA
469
Good Life Advisors
Pennsylvania
$368K -$5.62K -59 -2%
BAM
470
BOS Asset Management
Illinois
$364K -$25.2K -265 -6%
ECM
471
Evergreen Capital Management
Washington
$358K
AFC
472
AFT Forsyth & Company
Florida
$357K -$25.5K -268 -7%
SAM
473
S.A. Mason
Michigan
$353K -$9.52K -100 -3%
CPC
474
Consolidated Planning Corp
Georgia
$350K
RMAM
475
Raab & Moskowitz Asset Management
New Jersey
$347K -$18.6K -195 -5%