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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 %
HSG
526
Helen Stephens Group
Texas
$224K – – –
NIC
527
Northwest Investment Counselors
Oregon
$224K – – –
RA
528
Regis Acquisition
Colorado
$223K – – –
GFA
529
Gallagher Fiduciary Advisors
Illinois
$222K – – –
DWM
530
Drive Wealth Management
Utah
$222K -$25.9K -275 -10%
TIA
531
Tiemann Investment Advisors
California
$221K – – –
RWS
532
Resolute Wealth Strategies
Mississippi
$217K +$1.13K +12 +0.5%
ACI
533
Alpha Cubed Investments
California
$215K -$89.8K -952 -29%
MSCM
534
McElhenny Sheffield Capital Management
Texas
$214K +$214K +2,274 New
DWP
535
Daymark Wealth Partners
Ohio
$214K – – –
MFG
536
Magnus Financial Group
New York
$214K +$943 +10 +0.4%
SSB
537
Sandy Spring Bank
Maryland
$212K – – –
Neuberger Berman Group
538
Neuberger Berman Group
New York
$211K +$211K +2,240 New
BCA
539
Bay Colony Advisors
Massachusetts
$210K -$15K -159 -7%
CPA
540
Capital Performance Advisors
California
$209K +$1.04K +11 +0.5%
CWP
541
CFM Wealth Partners
Texas
$203K +$203K +2,152 New
SIC
542
Samalin Investment Counsel
New York
$202K +$202K +2,140 New
VFA
543
Valeo Financial Advisors
Indiana
$201K +$201K +2,127 New
AIM
544
Anchor Investment Management
South Carolina
$187K +$84.2K +893 +82%
CNBTD
545
Citizens National Bank Trust Department
Mississippi
$157K – – –
CA
546
Clearstead Advisors
Ohio
$156K +$47.1K +500 +43%
YDMI
547
Y.D. More Investments
Israel
$151K – – –
FCA
548
FinTrust Capital Advisors
South Carolina
$148K – – –
PH
549
Pinnacle Holdings
Oklahoma
$148K – – –
OCM
550
Osterweis Capital Management
California
$142K -$138K – –
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