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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 %
PWP
101
Perfromance Wealth Partners
Illinois
$6.9M -$527K -5,531 -7%
TCA
102
Transcend Capital Advisors
New Jersey
$6.9M -$71.8K -754 -1%
LWP
103
LMG Wealth Partners
Louisiana
$6.83M +$38.2K +401 +0.6%
JCM
104
Jacobi Capital Management
Pennsylvania
$6.82M -$276K -2,896 -4%
RWG
105
Ratio Wealth Group
Colorado
$6.82M -$1.13M -11,877 -14%
JPLA
106
Joseph P. Lucia & Associates
New York
$6.74M +$11.1K +117 +0.2%
RT
107
Rockland Trust
Massachusetts
$6.71M +$6.44M +67,689 +2,407%
CWM
108
Centurion Wealth Management
Virginia
$6.6M +$604K +6,343 +10%
NAM
109
NorthCrest Asset Manangement
Minnesota
$6.44M -$120K -1,256 -2%
JWCA
110
J.W. Cole Advisors
Florida
$6.16M +$674K +7,080 +12%
PFS
111
Prospera Financial Services
Texas
$6.09M +$2.94M +30,834 +93%
TWM
112
Tradition Wealth Management
Minnesota
$6.03M +$290K +3,043 +5%
PCMC
113
Paragon Capital Management (Colorado)
Colorado
$5.93M -$3.01M -31,619 -34%
FFA
114
Farther Finance Advisors
California
$5.6M -$381K -4,005 -6%
FPGT
115
Financial Partners Group (Tennessee)
Tennessee
$5.45M +$87.9K +923 +2%
William Blair & Company
116
William Blair & Company
Illinois
$5.4M +$265K +2,779 +5%
CAM
117
Cozad Asset Management
Illinois
$5.12M +$155K +1,630 +3%
WIA
118
World Investment Advisors
California
$5.1M +$4.53M +47,596 +795%
V
119
ViaWealth
Kansas
$5.05M +$305K +3,199 +6%
WP
120
WealthShield Partners
North Carolina
$5.03M -$558K -5,857 -10%
WS
121
Wedbush Securities
California
$5.02M -$315K -3,310 -6%
RWA
122
Redmont Wealth Advisors
Illinois
$5.02M +$1.72M +18,077 +52%
IWM
123
IHT Wealth Management
Illinois
$5.01M -$882K -9,260 -15%
RA
124
RFG Advisory
Alabama
$4.98M +$1.58M +16,584 +46%
PCMC
125
Private Capital Management (Colorado)
Colorado
$4.82M -$194K -2,037 -4%