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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

643 hedge funds and large institutions have $5.29B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 249 increasing their positions, 208 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+8
Holders Change %
+1.26%
% of All Funds
10.14%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.63%
New
53
Increased
249
Reduced
208
Closed
40
Calls
$11.7M
Puts
$3.54M
Net Calls
+$8.11M
Net Calls Change
-$413K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.17B
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$17M
3
LPL Financial
3
LPL Financial
California
$261M
4
AWM
4
Apollon Wealth Management
South Carolina
$11.1M
5
AFG
5
Albion Financial Group
Utah
$6.36M

Top Sellers

1
WOC
1
West Oak Capital
California
$103K
2
M1FG
2
Mach-1 Financial Group
Arkansas
$0
3
Bank of America
3
Bank of America
North Carolina
$397M
4
MCC
4
Money Concepts Capital
Florida
$17.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMS
476
Capital Market Strategies
Florida
$293K +$293K +3,106 New
WCG
477
Weaver Consulting Group
California
$292K – – –
WCF
478
West Coast Financial
California
$289K -$3.21K -34 -1%
MOS
479
MGO One Seven
Ohio
$289K -$6M -63,608 -95%
KWM
480
Kingsview Wealth Management
Oregon
$288K -$47.1K -500 -14%
SIC
481
SJS Investment Consulting
Ohio
$288K -$43.8K -465 -13%
RT
482
Rockland Trust
Massachusetts
$288K -$16.2K -172 -5%
GLA
483
Good Life Advisors
Pennsylvania
$287K -$21.5K -228 -7%
UFA
484
US Financial Advisors
Massachusetts
$286K -$4.24K -45 -1%
AI
485
Accredited Investors
Minnesota
$286K +$286K +3,032 New
BOPW
486
Brandywine Oak Private Wealth
Pennsylvania
$282K – – –
CPIA
487
Cornell Pochily Investment Advisors
New York
$281K -$18.9K -200 -6%
EWM
488
Evercore Wealth Management
New York
$278K -$17K -180 -6%
SAM
489
Strategy Asset Managers
California
$278K – – –
SW
490
SVB Wealth
Massachusetts
$276K – – –
S
491
SignatureFD
Georgia
$275K -$23.2K -246 -8%
VFPI
492
Vantage Financial Partners (Illinois)
Illinois
$266K -$23.6K -250 -8%
CFA
493
Cahill Financial Advisors
Minnesota
$266K +$1.32K +14 +0.5%
HCM
494
Howland Capital Management
Massachusetts
$264K -$317K -3,363 -55%
FLPIM
495
F.L. Putnam Investment Management
Massachusetts
$264K +$264K +2,800 New
IIC
496
Ironwood Investment Counsel
Arizona
$262K +$377 +4 +0.1%
LFG
497
Larson Financial Group
Missouri
$259K -$46.5K -493 -15%
IFAM
498
Institutional & Family Asset Management
Colorado
$259K +$94 +1 +0%
Carson Wealth (CWM LLC)
499
Carson Wealth (CWM LLC)
Nebraska
$258K +$23.6K +251 +10%
KCFA
500
Key Client Fiduciary Advisors
New Jersey
$257K – – –
18 19
20
21 22