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ProShares S&P 500 Dividend Aristocrats ETF

45 hedge funds and large institutions have $160M invested in ProShares S&P 500 Dividend Aristocrats ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 2

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

72% more capital invested

Capital invested by funds: $93.2M → $160M (+$67.1M)

15% more funds holding

Funds holding: 3945 (+6)

11.08% less ownership

Funds ownership: 74.53%63.44% (-11%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $987K

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
24
Reduced
2
Closed
5
Calls
Puts
$987K
Net Calls
-$987K
Net Calls Change
-$500K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$446K +$41K +1,690 +10%
IH
27
IFC Holdings
Florida
$388K
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$378K +$226K +9,322 +162%
MFS
29
MSI Financial Services
Massachusetts
$347K -$17.9K -740 -5%
FAAS
30
First Allied Advisory Services
California
$317K
William Blair & Company
31
William Blair & Company
Illinois
$300K +$291K +12,000 New
SIA
32
Stancorp Investment Advisers
Oregon
$287K +$278K +11,458 New
PAG
33
Private Advisor Group
New Jersey
$255K +$246K +10,162 New
SFWA
34
Summit Financial Wealth Advisors
Louisiana
$159K +$154K +6,350 New
AFS
35
Aft Forsyth & Sober
Florida
$75K
SCP
36
Syntal Capital Partners
Texas
$65K +$51.4K +2,118 +429%
DADC
37
D.A. Davidson & Co
Montana
$56K
RIA
38
Regal Investment Advisors
Michigan
$46K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$32K
NFG
40
Next Financial Group
Texas
$26K +$24.7K +1,020 New
GT
41
Glenmede Trust
Pennsylvania
$25K
MA
42
MUFG Americas
New York
$25K +$12.1K +500 +100%
Citigroup
43
Citigroup
New York
$10K +$97 +4 +1%
BRWA
44
B. Riley Wealth Advisors
Florida
$126 +$121K +5,008 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$2.94M -121,140 Closed
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
-$1.33M -57,470 Closed
Jane Street
47
Jane Street
New York
-$215K -9,284 Closed
WA
48
WFG Advisors
Texas
-$48K -2,060 Closed
Creative Planning
49
Creative Planning
Kansas
-$46K -2,000 Closed
Parallax Volatility Advisers
50
Parallax Volatility Advisers
California
+$48 +2 New

NOBL Hedge Fund Activity: Q4 2014 in Review

45 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q4 2014, worth a combined $160M — up 72% from $93.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NOBL positions and 5 closed out — a net gain of 7 holders — while 24 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.94M sold.

  • 45 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q4 2014, up from 39 in Q3 2014.
  • Funds reported $160M of ProShares S&P 500 Dividend Aristocrats ETF stock for Q4 2014, up 72% quarter-over-quarter.
  • 12 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q4 2014 and 5 closed out, a net change of +7 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q4 2014 was Morgan Stanley, an estimated $24.6M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q4 2014 was Susquehanna International Group, an estimated $2.94M sold.

Based on aggregated 13F filings for Q4 2014.