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ProShares S&P 500 Dividend Aristocrats ETF

738 hedge funds and large institutions have $5.94B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 246 increasing their positions, 279 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+26
Holders Change %
+3.65%
% of All Funds
10.67%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
76
Increased
246
Reduced
279
Closed
39
Calls
$6.01M
Puts
$1.3M
Net Calls
+$4.72M
Net Calls Change
+$880K
Name Holding Trade Value Shares
Change
Shares
Change %
OBWG
601
Onyx Bridge Wealth Group
New York
$215K +$215K +2,017 New
SW
602
SteelPeak Wealth
California
$215K -$118K -1,100 -35%
SIA
603
Soltis Investment Advisors
Utah
$214K +$214K +2,009 New
HWM
604
Howard Wealth Management
Connecticut
$213K +$213K +1,991 New
OSAM
605
O'Shaughnessy Asset Management
Connecticut
$211K +$211K +1,971 New
EWM
606
Echo Wealth Management
Minnesota
$211K -$173K -1,640 -45%
SIC
607
Sterling Investment Counsel
New York
$211K +$211K +1,975 New
PFP
608
Pinnacle Financial Partners
Tennessee
$209K +$209K +1,955 New
BFG
609
Bouchey Financial Group
New York
$208K +$208K +1,950 New
AWAG
610
ARS Wealth Advisors Group
Florida
$208K +$208K +1,949 New
CFA
611
Capstone Financial Advisors
Illinois
$207K +$207K +1,940 New
SWM
612
Segment Wealth Management
Texas
$206K +$206K +1,930 New
WFP
613
Wrenne Financial Planning
Kentucky
$205K +$205K +1,923 New
ALC
614
Alexander Labrunerie & Co
Missouri
$205K +$205K +1,916 New
PPWM
615
Perissos Private Wealth Management
Oklahoma
$203K +$203K +1,900 New
WB
616
WesBanco Bank
West Virginia
$203K +$203K +1,899 New
CPIG
617
Chicago Partners Investment Group
Illinois
$200K +$200K +1,892 New
MIFH
618
Migdal Insurance & Financial Holdings
Israel
$193K -$48.6K -455 -20%
CTWM
619
Cherry Tree Wealth Management
Minnesota
$192K
AWM
620
Avior Wealth Management
Nebraska
$192K -$12.8K -120 -6%
FAM
621
Flaharty Asset Management
Florida
$192K +$192K +1,794 New
BFP
622
Briaud Financial Planning
Texas
$191K
BCMLT
623
Beacon Capital Management LLC (Tennessee)
Tennessee
$188K
CAS
624
Coppell Advisory Solutions
Texas
$187K
PCMC
625
Planning Capital Management Corporation
Pennsylvania
$186K +$99.9K +936 +117%