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ProShares S&P 500 Dividend Aristocrats ETF

566 hedge funds and large institutions have $4.03B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 249 increasing their positions, 145 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+7
Holders Change %
+1.25%
% of All Funds
9.79%
Holding in Top 10
39
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.88%
% of All Funds
0.67%
New
50
Increased
249
Reduced
145
Closed
39
Calls
$10M
Puts
$2.15M
Net Calls
+$7.85M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Shares
Change %
CLOS
501
Compagnie Lombard Odier SCmA
Switzerland
$55K
NL
502
NVWM LLC
Pennsylvania
$55K
GFPC
503
Global Financial Private Client
Florida
$53.3K -$576 -7 -1%
CHA
504
Carmichael Hill & Associates
Maryland
$52K
MSFP
505
Mark Sheptoff Financial Planning
Connecticut
$51K
ADL
506
Asset Dedication LLC
California
$50K
OC
507
Oakworth Capital
Alabama
$49K -$8.01K -100 -14%
PO
508
Private Ocean
California
$49K
PA
509
PSI Advisors
Florida
$47K
BCMLT
510
Beacon Capital Management LLC (Tennessee)
Tennessee
$46K -$10.3K -120 -18%
MRCM
511
M&R Capital Management
New Jersey
$46K
TLCM
512
Twin Lakes Capital Management
California
$46K +$46K +569 New
RAM
513
Riggs Asset Management
Pennsylvania
$43K
LFA
514
Level Financial Advisors
New York
$42K -$2.18K -27 -5%
MWM
515
Mascoma Wealth Management
New Hampshire
$40K
BWA
516
BDO Wealth Advisors
Florida
$39K
IRC
517
Investors Research Corp
Georgia
$38K
WWM
518
Wolff Wiese Magana
California
$36K
CWM
519
Castle Wealth Management
Florida
$36K +$158 +2 +0.4%
GI
520
Gradient Investments
Minnesota
$34K -$44.3K -560 -57%
BHWM
521
Beaird Harris Wealth Management
Texas
$34K
CFB
522
Cullen/Frost Bankers
Texas
$32K
ZIG
523
Zullo Investment Group
Pennsylvania
$28K
MFT
524
Moisand Fitzgerald Tamayo
Florida
$25K
CFFP
525
Center for Financial Planning
Michigan
$24K