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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 %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$31.6M +$306K +3,213 +1%
AAS
27
Avantax Advisory Services
Texas
$31.3M +$328K +3,442 +1%
Cerity Partners
28
Cerity Partners
New York
$31M +$31M +325,470 New
Stifel Financial
29
Stifel Financial
Missouri
$27.5M -$3.38M -35,464 -11%
LWMNY
30
Landmark Wealth Management (New York)
New York
$27.3M +$2.31M +24,250 +9%
HFS
31
Hantz Financial Services
Michigan
$26.3M -$4.86M -51,009 -16%
Truist Financial
32
Truist Financial
North Carolina
$24.3M +$385K +4,048 +2%
QIM
33
Quest Investment Management
Oregon
$23.6M +$504K +5,299 +2%
FPGK
34
Financial Partners Group (Kansas)
Kansas
$23.1M +$877K +9,210 +4%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$21.6M +$1.88M +19,696 +9%
SFWA
36
Summit Financial Wealth Advisors
Louisiana
$21.1M -$446K -4,688 -2%
CAN
37
Cetera Advisor Networks
California
$20.9M -$2M -21,006 -9%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$20.8M -$4.05M -42,576 -16%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$19.5M +$5.26M +55,129 +37%
TWC
40
TD Waterhouse Canada
Ontario, Canada
$18.2M +$126K +1,025 +0.7%
PCIA
41
Prime Capital Investment Advisors
Kansas
$17.1M -$273K -2,863 -2%
PAG
42
Private Advisor Group
New Jersey
$15.9M +$1.5M +15,782 +10%
TFA
43
Toth Financial Advisory
Virginia
$15.9M -$333K -3,493 -2%
HighTower Advisors
44
HighTower Advisors
Illinois
$15.7M -$6.69M -70,325 -30%
EB
45
Eastern Bank
Massachusetts
$15.3M +$15.3M +160,716 New
PA
46
Prism Advisors
California
$15M -$106K -1,118 -0.7%
Goldman Sachs
47
Goldman Sachs
New York
$14.9M +$2.64M +27,749 +21%
First Manhattan
48
First Manhattan
New York
$14.6M +$14.6M +153,463 New
EFS
49
Essex Financial Services
Connecticut
$14.4M -$643K -6,753 -4%
CIAS
50
CFS Investment Advisory Services
New Jersey
$13.9M +$1.89M +19,898 +16%