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ProShares S&P 500 Dividend Aristocrats ETF

708 hedge funds and large institutions have $5.83B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 264 increasing their positions, 257 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
10.26%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.64%
New
63
Increased
264
Reduced
257
Closed
50
Calls
$6.66M
Puts
$2.9M
Net Calls
+$3.76M
Net Calls Change
-$518K
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
576
Sandy Spring Bank
Maryland
$228K
AR
577
Advisory Research
Illinois
$226K
PCS
578
Personal CFO Solutions
New Jersey
$226K -$16K -158 -7%
IGWM
579
ICA Group Wealth Management
Colorado
$223K +$77.9K +768 +54%
IWN
580
Independent Wealth Network
Iowa
$222K -$9.43K -93 -4%
VFA
581
Valeo Financial Advisors
Indiana
$221K +$489 +5 +0.2%
CCG
582
Coastwise Capital Group
California
$221K +$406 +4 +0.2%
SIC
583
Samalin Investment Counsel
New York
$221K +$913 +9 +0.4%
SAM
584
Secure Asset Management
Michigan
$220K -$173K -1,702 -44%
CWP
585
CFM Wealth Partners
Texas
$218K
NPFS
586
Novak & Powell Financial Services
Florida
$218K +$101 +1 +0%
IFPG
587
Intrepid Financial Planning Group
Indiana
$213K -$90.8K -895 -30%
SHGA
588
Sand Hill Global Advisors
California
$211K +$211K +2,082 New
FFS
589
Founders Financial Securities
Maryland
$210K -$124K -1,219 -37%
CFG
590
Citizens Financial Group
Rhode Island
$209K +$209K +2,064 New
NB
591
NBT Bank
New York
$207K
SAF
592
Smith Anglin Financial
Texas
$206K -$10.4K -103 -5%
GT
593
Glenmede Trust
Pennsylvania
$206K -$10.1K -100 -5%
SWM
594
Segment Wealth Management
Texas
$203K +$203K +2,001 New
HWM
595
Howard Wealth Management
Connecticut
$202K +$202K +1,995 New
FFA
596
Founders Financial Alliance
North Carolina
$193K +$193K +1,902 New
CTWM
597
Cherry Tree Wealth Management
Minnesota
$182K +$26.1K +257 +17%
BFP
598
Briaud Financial Planning
Texas
$182K +$182K +1,791 New
HNB
599
Huntington National Bank
Ohio
$181K -$208K
BCMLT
600
Beacon Capital Management LLC (Tennessee)
Tennessee
$178K +$125K +1,231 +233%