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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$74.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$35.3M
4
Cerity Partners
Cerity Partners
New York
$31M
5
EB
Eastern Bank
Massachusetts
$15.3M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$76.2M
2
KAS
KPP Advisory Services
Kentucky
$0
3
MML Investors Services
MML Investors Services
Massachusetts
$10.6M
4
FB
Fulton Bank
Pennsylvania
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
576
TIAA Trust, National Association
North Carolina
$215K -$12.9K -135 -6%
SSB
577
Sandy Spring Bank
Maryland
$214K – – –
CPA
578
Capital Performance Advisors
California
$214K +$214K +2,248 New
RFC
579
Regions Financial Corp
Alabama
$212K +$212K +2,231 New
AR
580
Advisory Research
Illinois
$212K +$212K +2,231 New
HNB
581
Huntington National Bank
Ohio
$208K -$862K – –
CCG
582
Coastwise Capital Group
California
$207K -$21.9K -230 -10%
SIC
583
Samalin Investment Counsel
New York
$206K +$206K +2,166 New
CWP
584
CFM Wealth Partners
Texas
$205K +$205K +2,152 New
NPFS
585
Novak & Powell Financial Services
Florida
$204K +$204K +2,145 New
APA
586
Astoria Portfolio Advisors
New York
$203K -$65.1K -686 -24%
SAF
587
Smith Anglin Financial
Texas
$203K +$203K +2,134 New
GT
588
Glenmede Trust
Pennsylvania
$203K +$203K +2,128 New
NB
589
NBT Bank
New York
$194K +$194K +2,037 New
CAS
590
Coppell Advisory Solutions
Texas
$165K +$165K +1,738 New
CNBTD
591
Citizens National Bank Trust Department
Mississippi
$159K – – –
CHA
592
Carmichael Hill & Associates
Maryland
$159K +$96.2K +1,010 +154%
CA
593
Clearstead Advisors
Ohio
$158K -$158K -1,656 -50%
FCA
594
FinTrust Capital Advisors
South Carolina
$157K – – –
YDMI
595
Y.D. More Investments
Israel
$152K – – –
CA
596
Crewe Advisors
Utah
$151K +$151K +1,589 New
CTWM
597
Cherry Tree Wealth Management
Minnesota
$147K – – –
AAG
598
Armstrong Advisory Group
Massachusetts
$144K – – –
PA
599
Parallel Advisors
California
$137K -$277K -2,910 -67%
IGWM
600
ICA Group Wealth Management
Colorado
$137K +$137K +1,434 New
22 23
24
25 26