NOBL icon

ProShares S&P 500 Dividend Aristocrats ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
76
Citigroup
New York
$9.44M +$1.91M +20,046 +25%
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
$9.24M +$1.11M +11,709 +14%
FPFS
78
First Personal Financial Services
North Carolina
$9.23M -$119K -1,255 -1%
AWS
79
Atria Wealth Solutions
New York
$9.11M +$1.27M +13,324 +16%
LPT
80
Legacy Private Trust
Wisconsin
$9.1M -$194K -2,035 -2%
TC
81
TAP Consulting
Missouri
$9.01M +$3.89M +40,836 +76%
SWMG
82
Sanchez Wealth Management Group
Florida
$9.01M +$61.4K +645 +0.7%
ICG
83
InterOcean Capital Group
Tennessee
$8.96M -$637K -6,690 -7%
HCM
84
Hollencrest Capital Management
California
$8.84M +$8.84M +92,825 New
CS
85
Credit Suisse
Switzerland
$8.78M +$8.78M +92,228 New
NA
86
NewEdge Advisors
Louisiana
$8.44M -$2.57M -27,093 -23%
GIS
87
Grayhawk Investment Strategies
Alberta, Canada
$8.37M -$657K -6,900 -7%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$8.27M -$374K -3,925 -4%
MWP
89
MYCIO Wealth Partners
Pennsylvania
$8.14M +$96.3K +1,012 +1%
CA
90
Cetera Advisors
Colorado
$7.94M +$393K +4,125 +5%
AF
91
Apollon Financial
South Carolina
$7.88M +$7.88M +82,762 New
Creative Planning
92
Creative Planning
Kansas
$7.7M -$32.4K -340 -0.4%
NDSI
93
Newman Dignan & Sheerar Inc
Rhode Island
$7.57M +$294K +3,085 +4%
SWM
94
Spire Wealth Management
Virginia
$7.28M +$643K +6,826 +10%
CC
95
Cypress Capital
Tennessee
$7.2M -$306K -3,210 -4%
US Bancorp
96
US Bancorp
Minnesota
$7.09M -$66.7K -701 -0.9%
TFS
97
Thoroughbred Financial Services
Tennessee
$7.07M -$290K -3,051 -4%
MSWM
98
Mowery & Schoenfeld Wealth Management
Illinois
$7.02M +$7.02M +73,783 New
ACG
99
Allen Capital Group
Nebraska
$6.98M -$103K -1,085 -1%
CWM
100
Connecticut Wealth Management
Connecticut
$6.92M -$153K -1,610 -2%