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ProShares S&P 500 Dividend Aristocrats ETF

251 hedge funds and large institutions have $1.58B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 94 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,229% more call options, than puts

Call options by funds: $303K | Put options by funds: $7K

168% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 25

49% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 63

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

18% more funds holding

Funds holding: 212251 (+39)

8.05% more ownership

Funds ownership: 80.7%88.75% (+8%)

2% less capital invested

Capital invested by funds: $1.61B → $1.58B (-$33.3M)

Holders
251
Holders Change
+39
Holders Change %
+18.4%
% of All Funds
5.59%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.36%
New
67
Increased
94
Reduced
63
Closed
25
Calls
$303K
Puts
$7K
Net Calls
+$296K
Net Calls Change
+$256K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$1.04M +$38.5K +1,208 +4%
SLA
102
Silver Lake Advisory
Utah
$1.04M +$9.05K +284 +0.8%
FSA
103
Financial Sense Advisors
California
$1.01M -$127K -3,982 -11%
LIA
104
LS Investment Advisors
Michigan
$998K +$1.05M +32,954 New
EAMA
105
EFG Asset Management (Americas)
Florida
$984K -$158K -4,950 -13%
Comerica Bank
106
Comerica Bank
Texas
$969K +$145K +4,540 +17%
IWM
107
IHT Wealth Management
Illinois
$960K -$52K -1,630 -5%
ZCA
108
Zeke Capital Advisors
Pennsylvania
$949K
DI
109
DFPG Investments
Utah
$936K +$986K +30,928 New
AWM
110
Alterna Wealth Management
Texas
$906K +$1,000K +31,360 New
WP
111
WealthPLAN Partners
Nebraska
$903K +$868K +27,216 New
PS
112
Portfolio Strategies
New York
$899K -$46.5K -1,460 -5%
SWM
113
SeaCrest Wealth Management
New York
$894K -$2.87K -90 -0.3%
AFNAS
114
American Financial Network Advisory Services
California
$852K -$203K -6,362 -19%
KM
115
Kalos Management
Georgia
$818K +$755K +23,696 New
LFS
116
Legacy Financial Strategies
Kansas
$815K +$632K +19,818 +280%
SFG
117
StrategIQ Financial Group
Indiana
$781K +$7.46K +234 +0.9%
DC
118
Davenport & Co
Virginia
$775K +$149K +4,672 +22%
AF
119
Apexium Financial
Texas
$754K +$794K +24,906 New
AF
120
Advisornet Financial
Minnesota
$748K +$103K +3,218 +15%
ESB
121
Essex Savings Bank
Connecticut
$740K +$779K +24,450 New
CL
122
Choreo LLC
Illinois
$733K +$19.1K +600 +3%
VNA
123
Valley National Advisers
Pennsylvania
$726K +$36.9K +1,158 +5%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$725K +$529K +16,600 +226%
RMCM
125
Reynders McVeigh Capital Management
Massachusetts
$706K +$6.38K +200 +0.9%

NOBL Hedge Fund Activity: Q4 2018 in Review

251 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q4 2018, worth a combined $1.58B — down 2.1% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NOBL positions and 25 closed out — a net gain of 42 holders — while 94 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $67.4M. The largest seller was CIBC World Market, cutting an estimated $135M.

  • 251 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q4 2018, up from 212 in Q3 2018.
  • Funds reported $1.58B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q4 2018, down 2.1% quarter-over-quarter.
  • 67 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q4 2018 and 25 closed out, a net change of +42 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q4 2018 was Morgan Stanley, an estimated $67.4M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q4 2018 was CIBC World Market, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2018.