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ProShares S&P 500 Dividend Aristocrats ETF

712 hedge funds and large institutions have $5.39B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 205 increasing their positions, 266 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+4
Holders Change %
+0.56%
% of All Funds
10.36%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.47%
New
60
Increased
205
Reduced
266
Closed
40
Calls
$6.31M
Puts
$2.47M
Net Calls
+$3.84M
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
551
Robertson Stephens Wealth Management
California
$261K -$130K -1,348 -33%
SMG
552
Smart Money Group
Texas
$260K -$1.21K -12 -0.5%
IF
553
Intrua Financial
Texas
$259K +$4.81K +50 +2%
MCG
554
McCollum Christoferson Group
New York
$256K
PFA
555
Plotkin Financial Advisors
Maryland
$254K
TIAA Trust, National Association
556
TIAA Trust, National Association
North Carolina
$254K -$59.7K -621 -19%
PH
557
Pinnacle Holdings
Oklahoma
$252K
EWM
558
Empirical Wealth Management
Washington
$251K -$14.4K -150 -5%
QCM
559
QRG Capital Management
Illinois
$249K +$18.6K +194 +8%
WI
560
Wintrust Investments
Illinois
$246K
AI
561
Accredited Investors
Minnesota
$241K -$120K -1,253 -33%
CSWM
562
Cassady Schiller Wealth Management
Ohio
$240K
MAM
563
MWA Asset Management
Massachusetts
$236K -$5.77K -60 -2%
WPW
564
Watershed Private Wealth
Illinois
$236K
VWA
565
Visionary Wealth Advisors
Illinois
$235K
CIA
566
Capital Investment Advisors
Georgia
$233K -$45.8K -476 -16%
RCI
567
RS Crum Inc
California
$233K +$233K +2,420 New
AWA
568
Arete Wealth Advisors
Illinois
$230K +$230K +2,398 New
OFS
569
OneAscent Financial Services
Alabama
$229K +$193 +2 +0.1%
HSG
570
Helen Stephens Group
Texas
$229K
NIC
571
Northwest Investment Counselors
Oregon
$228K
RA
572
Regis Acquisition
Colorado
$227K
FWI
573
Facet Wealth Inc
Maryland
$227K +$227K +2,244 New
NPFS
574
Novak & Powell Financial Services
Florida
$227K +$20.2K +210 +10%
GFA
575
Gallagher Fiduciary Advisors
Illinois
$226K