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ProShares S&P 500 Dividend Aristocrats ETF

635 hedge funds and large institutions have $5.11B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 264 increasing their positions, 184 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
10.16%
Holding in Top 10
41
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.87%
% of All Funds
0.66%
New
73
Increased
264
Reduced
184
Closed
52
Calls
$10.1M
Puts
$1.62M
Net Calls
+$8.52M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
TF
476
Trek Financial
Arizona
$281K +$281K +3,077 New
VFPI
477
Vantage Financial Partners (Illinois)
Illinois
$281K
SMG
478
Smart Money Group
Texas
$277K -$415K -4,457 -60%
BOPW
479
Brandywine Oak Private Wealth
Pennsylvania
$273K
SAM
480
Strategy Asset Managers
California
$269K
SW
481
SVB Wealth
Massachusetts
$267K
HI
482
Harbour Investments
Wisconsin
$266K +$67.4K +739 +34%
WA
483
Wealth Alliance
New York
$264K +$19K +208 +8%
HWM
484
Howard Wealth Management
Connecticut
$263K -$3.56K -39 -1%
CFA
485
Cahill Financial Advisors
Minnesota
$256K +$2.65K +29 +1%
VA
486
Valmark Advisers
Ohio
$254K +$254K +2,786 New
IIC
487
Ironwood Investment Counsel
Arizona
$253K +$821 +9 +0.3%
GT
488
Glenmede Trust
Pennsylvania
$252K -$4.2K -46 -2%
BSW
489
Buckingham Strategic Wealth
Missouri
$251K
IFAM
490
Institutional & Family Asset Management
Colorado
$250K +$6.94K +76 +3%
KCFA
491
Key Client Fiduciary Advisors
New Jersey
$248K -$90.6K -993 -27%
RMCM
492
Reynders McVeigh Capital Management
Massachusetts
$248K -$55K -602 -18%
MWM
493
Maripau Wealth Management
Indiana
$248K -$3.01K -33 -1%
GA
494
Greytown Advisors
Florida
$246K -$114K -1,250 -32%
IWN
495
Independent Wealth Network
Iowa
$246K
GWAM
496
Guardian Wealth Advisors (Minnesota)
Minnesota
$244K +$37.4K +410 +18%
MCG
497
McCollum Christoferson Group
New York
$243K
EBWM
498
Eagle Bluffs Wealth Management
Missouri
$242K +$242K +2,653 New
PWM
499
Perigon Wealth Management
California
$242K -$3.19K -35 -1%
PFG
500
Prosperity Financial Group
California
$241K +$241K +2,636 New