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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 %
DWM
501
Drive Wealth Management
Utah
$240K
PFA
502
Plotkin Financial Advisors
Maryland
$237K +$20K +219 +9%
VWA
503
Visionary Wealth Advisors
Illinois
$236K +$8.67K +95 +4%
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$233K +$22.8K +250 +11%
SP
505
Successful Portfolios
Florida
$229K -$639 -7 -0.3%
CSWM
506
Cassady Schiller Wealth Management
Ohio
$228K
FFP
507
FourThought Financial Partners
Florida
$228K
PCS
508
Personal CFO Solutions
New Jersey
$227K -$7.85K -86 -3%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$227K +$6.2K +68 +3%
BFIC
510
Bedell Frazier Investment Counselling
California
$225K -$24.8K -272 -10%
WPW
511
Watershed Private Wealth
Illinois
$224K
TF
512
TIAA FSB
Florida
$223K -$23K -252 -9%
RCI
513
RS Crum Inc
California
$221K
RG
514
Retirement Group
California
$220K -$16.1K -177 -7%
AC
515
Anson Capital
Georgia
$220K -$14K -153 -6%
WWC
516
Waypoint Wealth Counsel
Georgia
$218K +$2.19K +24 +1%
TAM
517
Tocqueville Asset Management
New York
$218K -$39.9K -437 -15%
CCG
518
Coastwise Capital Group
California
$217K +$2.01K +22 +0.9%
HSG
519
Helen Stephens Group
Texas
$217K
NIC
520
Northwest Investment Counselors
Oregon
$216K
RA
521
Regis Acquisition
Colorado
$216K +$216K +2,366 New
GFA
522
Gallagher Fiduciary Advisors
Illinois
$215K +$215K +2,354 New
BCA
523
Bay Colony Advisors
Massachusetts
$214K -$449 -5 -0.2%
Financial Engines Advisors
524
Financial Engines Advisors
California
$214K +$214K +2,343 New
TIA
525
Tiemann Investment Advisors
California
$214K +$214K +2,340 New