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ProShares S&P 500 Dividend Aristocrats ETF

631 hedge funds and large institutions have $5.13B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 262 increasing their positions, 156 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+65
Holders Change %
+11.48%
% of All Funds
10.18%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
106
Increased
262
Reduced
156
Closed
31
Calls
$13.3M
Puts
$3.29M
Net Calls
+$10M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
51
Donaldson Capital Management
Indiana
$13M -$440K -4,884 -3%
BFWA
52
Benchmark Financial Wealth Advisors
Florida
$12.9M +$1.09M +12,080 +9%
SMC
53
Smith, Moore & Co
Missouri
$12.8M +$2.52M +27,957 +25%
VC
54
Veracity Capital
Georgia
$12.5M +$238K +2,648 +2%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$12.2M +$544K +6,046 +5%
CB
56
Centennial Bank
Arkansas
$11.8M +$11.8M +131,450 New
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$11.8M +$544K +6,050 +5%
DADC
58
D.A. Davidson & Co
Montana
$11.8M +$815K +9,057 +7%
SSW
59
Smith Shellnut Wilson
Mississippi
$11.5M -$147K -1,638 -1%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$11.1M +$7M +77,819 +172%
EH
61
Equitable Holdings
New York
$11M +$534K +5,938 +5%
CIAS
62
CFS Investment Advisory Services
New Jersey
$10.6M -$829M -9,215,816 -99%
AF
63
Apexium Financial
Texas
$10.6M -$40.5K -450 -0.4%
PPWP
64
Proquility Private Wealth Partners
Nevada
$10.3M +$10.3M +114,330 New
LPT
65
Legacy Private Trust
Wisconsin
$10.2M -$1.64M -18,233 -14%
KDA
66
Kraft Davis & Associates
Missouri
$10M +$10M +108,704 New
KAS
67
Kestra Advisory Services
Texas
$9.69M -$1.23M -13,661 -11%
Corient Private Wealth
68
Corient Private Wealth
Florida
$9.68M +$9.68M +107,564 New
OC
69
Oppenheimer & Co
New York
$9.57M +$1.12M +12,431 +13%
Goldman Sachs
70
Goldman Sachs
New York
$9.36M -$1.38M -15,359 -13%
MWP
71
MYCIO Wealth Partners
Pennsylvania
$9.16M -$1.55M -17,167 -14%
ICG
72
InterOcean Capital Group
Tennessee
$9.12M +$1.47M +16,301 +19%
FPFS
73
First Personal Financial Services
North Carolina
$8.95M -$90.4K -1,005 -1%
TBC
74
Ted Buchan & Co
California
$8.42M +$8.42M +93,530 New
SWMG
75
Sanchez Wealth Management Group
Florida
$8.25M +$128K +1,423 +2%