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ProShares S&P 500 Dividend Aristocrats ETF

712 hedge funds and large institutions have $5.39B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 205 increasing their positions, 266 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
10.36%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
60
Increased
205
Reduced
266
Closed
40
Calls
$6.31M
Puts
$2.47M
Net Calls
+$3.84M
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
476
Evergreen Capital Management
Washington
$364K
OAS
477
Optivise Advisory Services
Tennessee
$362K +$362K +3,770 New
MWM
478
Modera Wealth Management
New Jersey
$362K
HH
479
Hilltop Holdings
Texas
$362K +$2.31K +24 +0.6%
SIA
480
Sit Investment Associates
Minnesota
$362K +$362K +3,770 New
AFC
481
AFT Forsyth & Company
Florida
$362K
LA
482
Lifeworks Advisors
Michigan
$358K +$39K +406 +12%
TWM
483
Triton Wealth Management
Arizona
$357K +$357K +3,604 New
TC
484
Trilogy Capital
California
$355K -$139K -1,444 -28%
CPC
485
Consolidated Planning Corp
Georgia
$353K
LIM
486
Loudon Investment Management
New Hampshire
$351K +$1.44K +15 +0.4%
RMAM
487
Raab & Moskowitz Asset Management
New Jersey
$350K
EWM
488
Echo Wealth Management
Minnesota
$350K
HSA
489
HBK Sorce Advisory
Pennsylvania
$346K
PIA
490
Perennial Investment Advisors
California
$345K
DAS
491
Diversify Advisory Services
Utah
$344K -$11.5K -121 -3%
PFBT
492
Parkside Financial Bank & Trust
Missouri
$343K +$343K +3,571 New
RWP
493
RWA Wealth Partners
Massachusetts
$340K
DI
494
DAGCO Inc
Ohio
$340K
CFGS
495
Concourse Financial Group Securities
Alabama
$339K +$299K +3,090 +741%
AA
496
Ancora Advisors
Ohio
$339K -$96 -1 -0%
SWP
497
Strategic Wealth Partners
Ohio
$339K -$25.5K -265 -7%
CAL
498
Capital Advisors Ltd
Ohio
$337K
NCM
499
Narwhal Capital Management
Georgia
$336K
SIA
500
Sage Investment Advisers
New York
$335K +$192 +2 +0.1%