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ProShares S&P 500 Dividend Aristocrats ETF

704 hedge funds and large institutions have $6.66B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 244 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+60
Holders Change %
+9.32%
% of All Funds
10.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.63%
New
104
Increased
244
Reduced
255
Closed
39
Calls
$6.38M
Puts
$2.09M
Net Calls
+$4.28M
Net Calls Change
-$2.64M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
501
Freedom Investment Management
Connecticut
$311K +$61.8K +649 +25%
GLLW
502
Graves Light Lenhart Wealth
Virginia
$309K
WA
503
Wealth Alliance
New York
$309K -$6.67K -70 -2%
SCM
504
Saxony Capital Management
Missouri
$307K +$307K +3,221 New
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$306K -$52.9K -556 -15%
HH
506
Hilltop Holdings
Texas
$304K -$84.3K -885 -22%
HCM
507
Howland Capital Management
Massachusetts
$303K +$11.9K +125 +4%
Pathstone Holdings
508
Pathstone Holdings
New Jersey
$302K +$302K +3,175 New
TFGT
509
TS Financial Group (TSFG)
Illinois
$301K -$47.6K -500 -14%
RG
510
Retirement Group
California
$298K
S
511
SignatureFD
Georgia
$296K -$12.8K -134 -4%
WCG
512
Weaver Consulting Group
California
$295K
WCF
513
West Coast Financial
California
$292K
CWM
514
Cornerstone Wealth Management
Missouri
$289K -$139K -1,456 -32%
CPIA
515
Cornell Pochily Investment Advisors
New York
$288K +$13.6K +143 +5%
IFPG
516
Intrepid Financial Planning Group
Indiana
$285K -$16.2K -170 -5%
BSW
517
Buckingham Strategic Wealth
Missouri
$284K +$762 +8 +0.3%
BOPW
518
Brandywine Oak Private Wealth
Pennsylvania
$284K
DIM
519
Delta Investment Management
California
$283K +$283K +2,970 New
SAM
520
Strategy Asset Managers
California
$280K
AFG
521
Albion Financial Group
Utah
$278K +$278K +2,918 New
ACI
522
Alpha Cubed Investments
California
$277K +$50.3K +528 +22%
UFA
523
US Financial Advisors
Massachusetts
$276K +$666 +7 +0.2%
CWM
524
Collaborative Wealth Management
Florida
$274K -$37.2K -391 -12%
BA
525
Bridge Advisory
California
$272K -$96.7K -1,016 -26%