NOBL icon

ProShares S&P 500 Dividend Aristocrats ETF
NOBL

Overview Fund Activity

708 hedge funds and large institutions have $5.83B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 264 increasing their positions, 257 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
10.26%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.64%
New
63
Increased
264
Reduced
257
Closed
50
Calls
$6.66M
Puts
$2.9M
Net Calls
+$3.76M
Net Calls Change
-$518K

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$38.9M
2
EB
Eastern Bank
Massachusetts
+$30.2M
3
CAM
Cresset Asset Management
Illinois
+$14.5M
4
GB
Gunma Bank
Japan
+$10.7M
5
KAS
KPP Advisory Services
Kentucky
+$10M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.24B
2
UBS Group
UBS Group
Switzerland
-$14.1M
3
Bank of America
Bank of America
North Carolina
-$12.4M
4
YCM
Yousif Capital Management
Michigan
-$12.4M
5
PPWP
Proquility Private Wealth Partners
Nevada
-$10.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
476
Raab & Moskowitz Asset Management
New Jersey
$370K – – –
EWM
477
Echo Wealth Management
Minnesota
$369K – – –
LIM
478
Loudon Investment Management
New Hampshire
$369K -$123K -1,210 -25%
HSA
479
HBK Sorce Advisory
Pennsylvania
$365K +$406 +4 +0.1%
PIA
480
Perennial Investment Advisors
California
$364K -$304 -3 -0.1%
LFG
481
Larson Financial Group
Missouri
$363K -$37.6K -371 -9%
RWP
482
RWA Wealth Partners
Massachusetts
$359K +$113K +1,117 +46%
DI
483
DAGCO Inc
Ohio
$358K +$358K +3,535 New
AA
484
Ancora Advisors
Ohio
$358K – – –
IAG
485
Investment Advisory Group
Massachusetts
$356K +$356K +3,508 New
KFGK
486
Keystone Financial Group (Kentucky)
Kentucky
$356K -$608 -6 -0.2%
CAL
487
Capital Advisors Ltd
Ohio
$355K +$304 +3 +0.1%
NCM
488
Narwhal Capital Management
Georgia
$355K – – –
AFG
489
Atomi Financial Group
New York
$353K -$3.85K -38 -1%
SIA
490
Sage Investment Advisers
New York
$353K +$79.2K +781 +29%
CHA
491
Carmichael Hill & Associates
Maryland
$348K +$179K +1,767 +106%
TAM
492
Tocqueville Asset Management
New York
$346K -$717K -7,066 -67%
ACM
493
Alpha Capital Management
Texas
$345K -$20.7K -204 -6%
CMS
494
Capital Market Strategies
Florida
$344K +$1.72K +17 +0.5%
BAM
495
BOS Asset Management
Illinois
$340K -$48.7K -480 -13%
IFAM
496
Institutional & Family Asset Management
Colorado
$339K +$68.4K +675 +25%
Carson Wealth (CWM LLC)
497
Carson Wealth (CWM LLC)
Nebraska
$337K +$10.8K +107 +3%
LA
498
Lifeworks Advisors
Michigan
$337K +$337K +3,320 New
DA
499
Detalus Advisors
Missouri
$336K – – –
HWMA
500
Heritage Wealth Management (Arizona)
Arizona
$335K – – –
18 19
20
21 22