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ProShares S&P 500 Dividend Aristocrats ETF

518 hedge funds and large institutions have $4.27B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2021 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 206 increasing their positions, 117 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
518
Holders Change
+65
Holders Change %
+14.35%
% of All Funds
8%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.51%
New
96
Increased
206
Reduced
117
Closed
20
Calls
$5.67M
Puts
$891K
Net Calls
+$4.78M
Net Calls Change
+$3.09M
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$26M +$217K +2,210 +0.8%
Truist Financial
27
Truist Financial
North Carolina
$25.5M +$695K +7,078 +3%
Stifel Financial
28
Stifel Financial
Missouri
$24.3M -$8.05K -82 -0%
PA
29
Prism Advisors
California
$24M +$1.06M +10,835 +5%
HighTower Advisors
30
HighTower Advisors
Illinois
$22M +$12.2M +124,350 +125%
SFWA
31
Summit Financial Wealth Advisors
Louisiana
$21.8M -$745K -7,550 -3%
MCC
32
Money Concepts Capital
Florida
$21.3M +$21.3M +216,546 New
PCMC
33
Paragon Capital Management (Colorado)
Colorado
$20.5M +$351K +3,572 +2%
TWC
34
TD Waterhouse Canada
Ontario, Canada
$20.4M +$20.4M +165,119 New
CAM
35
Cresset Asset Management
Illinois
$19.3M +$11.3M +115,174 +141%
AAS
36
Avantax Advisory Services
Texas
$19.2M +$608K +6,192 +3%
CAN
37
Cetera Advisor Networks
California
$18.1M +$970K +9,881 +6%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$16.4M +$664K +7,054 +4%
DCM
39
Donaldson Capital Management
Indiana
$16.2M +$849K +8,648 +6%
QIM
40
Quest Investment Management
Oregon
$16.1M +$48.6K +495 +0.3%
EC
41
Estate Counselors
Wisconsin
$15.5M +$1.58M +16,043 +11%
TFA
42
Toth Financial Advisory
Virginia
$15.3M +$513K +5,224 +3%
ACG
43
Allen Capital Group
Nebraska
$14.3M -$462K -4,703 -3%
BFWA
44
Benchmark Financial Wealth Advisors
Florida
$13.4M +$1.7M +17,284 +14%
PWSG
45
Pacific Wealth Strategies Group
California
$13.2M +$841K +8,570 +7%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$13M +$311K +3,164 +2%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$12.5M -$16.3M -166,133 -57%
PAG
48
Private Advisor Group
New Jersey
$12.4M -$862K -8,782 -6%
LPT
49
Legacy Private Trust
Wisconsin
$12.4M +$139K +1,420 +1%
SWM
50
Spire Wealth Management
Virginia
$12.3M +$1.26M +12,877 +11%