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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 %
GA
501
Greytown Advisors
Florida
$255K – – –
VA
502
Valmark Advisers
Ohio
$252K -$10.7K -113 -4%
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$252K +$252K +2,671 New
GT
504
Glenmede Trust
Pennsylvania
$252K – – –
RMCM
505
Reynders McVeigh Capital Management
Massachusetts
$251K -$5.28K -56 -2%
MCG
506
McCollum Christoferson Group
New York
$251K – – –
WF
507
Welch & Forbes
Massachusetts
$251K +$251K +2,660 New
EBWM
508
Eagle Bluffs Wealth Management
Missouri
$250K – – –
PFA
509
Plotkin Financial Advisors
Maryland
$248K +$3.58K +38 +1%
ACA
510
Atlas Capital Advisors
Wyoming
$247K -$262K -2,775 -51%
VWA
511
Visionary Wealth Advisors
Illinois
$244K – – –
IWN
512
Independent Wealth Network
Iowa
$244K -$10.4K -110 -4%
AC
513
Anson Capital
Georgia
$241K +$14K +148 +6%
FFP
514
FourThought Financial Partners
Florida
$236K – – –
PCS
515
Personal CFO Solutions
New Jersey
$235K +$471 +5 +0.2%
WI
516
Wintrust Investments
Illinois
$234K +$234K +2,485 New
BFIC
517
Bedell Frazier Investment Counselling
California
$233K +$1.13K +12 +0.5%
WPW
518
Watershed Private Wealth
Illinois
$231K – – –
RWP
519
RWA Wealth Partners
Massachusetts
$228K +$228K +2,422 New
RCI
520
RS Crum Inc
California
$228K – – –
PWM
521
Perigon Wealth Management
California
$227K -$22.4K -238 -9%
WWC
522
Waypoint Wealth Counsel
Georgia
$227K +$1.04K +11 +0.5%
CCG
523
Coastwise Capital Group
California
$225K +$943 +10 +0.4%
KFGK
524
Keystone Financial Group (Kentucky)
Kentucky
$225K +$225K +2,391 New
TAM
525
Tocqueville Asset Management
New York
$225K – – –
19 20
21
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