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ProShares S&P 500 Dividend Aristocrats ETF
NOBL

795 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 114 funds opening new positions, 303 increasing their positions, 245 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $826K

153% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 45

73% more capital invested

Capital invested by funds: $5.95B → $10.3B (+$4.35B)

24% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 245

12% more funds holding in top 10

Funds holding in top 10: 34 → 38 (+4)

7% more funds holding

Funds holding: 744 → 795 (+51)

1.07% more ownership

Funds ownership: 95.54% → 96.61% (+1.1%)

Holders
795
Holders Change
+51
Holders Change %
+6.85%
% of All Funds
10.47%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.5%
New
114
Increased
303
Reduced
245
Closed
45
Calls
$3.83M
Puts
$826K
Net Calls
+$3.01M
Net Calls Change
-$1.71M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$17.7M
2
YCM
Yousif Capital Management
Michigan
+$16.8M
3
Morgan Stanley
Morgan Stanley
New York
+$14.2M
4
UBS Group
UBS Group
Switzerland
+$12.8M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$94.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$24.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$19.6M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$13.1M
5
WANY
Wealthspire Advisors (New York)
New York
-$8.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
451
Realta Investment Advisors
Delaware
$503K -$942K -17,910 -64%
WWC
452
Waypoint Wealth Counsel
Georgia
$501K +$2.73K +52 +0.5%
MWS
453
Maxwell Wealth Strategies
California
$501K – – –
RWM
454
Riverbend Wealth Management
South Carolina
$498K +$526K +10,000 New
RA
455
RFG Advisory
Alabama
$497K +$103K +1,960 +24%
FCM
456
Family Capital Management
Michigan
$488K -$1.26K -24 -0.2%
LFS
457
Legacy Financial Strategies
Kansas
$486K -$5.89K -112 -1%
ESB
458
Essex Savings Bank
Connecticut
$484K – – –
EGM
459
Engineers Gate Manager
New York
$480K +$507K +9,644 New
UWP
460
Uniting Wealth Partners
Kansas
$479K +$505K +9,614 New
USCWA
461
U.S. Capital Wealth Advisors
Texas
$477K – – –
FCCM
462
First City Capital Management
Georgia
$475K -$4.21K -80 -0.8%
EBA
463
Eagle Bay Advisors
New York
$475K – – –
CFGS
464
Concourse Financial Group Securities
Alabama
$467K +$59.7K +1,136 +14%
TSS
465
Two Sigma Securities
New York
$466K +$58.6K +1,114 +13%
DAS
466
Diversify Advisory Services
Utah
$463K -$197K -3,754 -28%
KFGK
467
Keystone Financial Group (Kentucky)
Kentucky
$460K +$102K +1,942 +27%
RWM
468
Rockwood Wealth Management
Pennsylvania
$459K +$97.3K +1,850 +25%
UCMOK
469
United Capital Management of KS
Kansas
$458K -$28.3K -538 -6%
SWM
470
Sugarloaf Wealth Management
Georgia
$456K +$2.84K +54 +0.6%
CGA
471
Crescent Grove Advisors
Illinois
$455K – – –
CCIA
472
Cherry Creek Investment Advisors
Colorado
$455K -$1.89K -36 -0.4%
PCIG
473
Partners Capital Investment Group
Massachusetts
$452K -$478K -9,086 -50%
KWA
474
Kellett Wealth Advisors
Ohio
$451K -$89.4K -1,700 -16%
EWM
475
Empirical Wealth Management
Washington
$449K +$205K +3,900 +76%
17 18
19
20 21

NOBL Hedge Fund Activity: Q4 2024 in Review

795 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q4 2024, worth a combined $10.3B — up 73% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new NOBL positions and 45 closed out — a net gain of 69 holders — while 303 added to existing stakes and 245 trimmed.

The largest buyer was Bank of America, adding an estimated $17.7M. The largest seller was International Assets Investment Management, cutting an estimated $94.9M.

  • 795 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q4 2024, up from 744 in Q3 2024.
  • Funds reported $10.3B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q4 2024, up 73% quarter-over-quarter.
  • 114 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q4 2024 and 45 closed out, a net change of +69 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q4 2024 was Bank of America, an estimated $17.7M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q4 2024 was International Assets Investment Management, an estimated $94.9M sold.

Based on aggregated 13F filings for Q4 2024.