We are live on ! Find out more
NOBL icon

ProShares S&P 500 Dividend Aristocrats ETF

795 hedge funds and large institutions have $10.3B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 303 increasing their positions, 245 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $826K

153% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 45

73% more capital invested

Capital invested by funds: $5.95B → $10.3B (+$4.35B)

24% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 245

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

7% more funds holding

Funds holding: 744795 (+51)

1.07% more ownership

Funds ownership: 95.54%96.61% (+1.1%)

Holders
795
Holders Change
+51
Holders Change %
+6.85%
% of All Funds
10.47%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.5%
New
114
Increased
303
Reduced
245
Closed
45
Calls
$3.83M
Puts
$826K
Net Calls
+$3.01M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
ACG
101
Allen Capital Group
Nebraska
$6.82M -$190K -3,620 -3%
ACM
102
Allred Capital Management
Texas
$6.81M -$24.1K -458 -0.3%
NAM
103
NorthCrest Asset Manangement
Minnesota
$6.78M +$13.1K +250 +0.2%
RTC
104
Real Talk Capital
Tennessee
$6.73M +$7.11M +135,262 New
AWS
105
Atria Wealth Solutions
New York
$6.69M -$320K -6,078 -4%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$6.64M +$4.39M +83,420 +167%
JWCA
107
J.W. Cole Advisors
Florida
$6.24M -$90.4K -1,720 -1%
V
108
ViaWealth
Kansas
$6.24M +$354K +6,728 +6%
KAS
109
KPP Advisory Services
Kentucky
$6.22M -$20.1K -382 -0.3%
CC
110
Cypress Capital
Tennessee
$6.19M -$84.7K -1,612 -1%
SFC
111
Strategic Financial Concepts
Texas
$6.14M +$3.34M +63,564 +106%
NDSI
112
Newman Dignan & Sheerar Inc
Rhode Island
$6.05M -$173K -3,286 -3%
OCM
113
One Capital Management
California
$6.04M -$206K -3,920 -3%
CFP
114
Curran Financial Partners
South Carolina
$5.96M +$475K +9,044 +8%
William Blair & Company
115
William Blair & Company
Illinois
$5.94M +$82.9K +1,576 +1%
TC
116
TAP Consulting
Missouri
$5.91M +$313K +5,962 +5%
TSWM
117
Tyler-Stone Wealth Management
Ohio
$5.9M +$157K +2,988 +3%
ORC
118
O'Rourke & Company
Massachusetts
$5.74M +$67.2K +1,278 +1%
WS
119
Wedbush Securities
California
$5.68M -$343K -6,524 -5%
GFG
120
Goldstone Financial Group
Illinois
$5.63M +$158K +3,008 +3%
WIA
121
World Investment Advisors
California
$5.55M -$32.1K -610 -0.5%
CIBC World Market
122
CIBC World Market
Ontario, Canada
$5.53M +$734K +13,968 +14%
FPGT
123
Financial Partners Group (Tennessee)
Tennessee
$5.52M -$291K -5,542 -5%
KAS
124
Kestra Advisory Services
Texas
$5.38M -$4.81M -91,476 -46%
LIA
125
Lynx Investment Advisory
District of Columbia
$5.3M +$1.19M +22,612 +27%

NOBL Hedge Fund Activity: Q4 2024 in Review

795 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q4 2024, worth a combined $10.3B — up 73% from $5.95B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new NOBL positions and 45 closed out — a net gain of 69 holders — while 303 added to existing stakes and 245 trimmed.

The largest buyer was Bank of America, adding an estimated $17.7M. The largest seller was International Assets Investment Management, cutting an estimated $94.9M.

  • 795 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q4 2024, up from 744 in Q3 2024.
  • Funds reported $10.3B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q4 2024, up 73% quarter-over-quarter.
  • 114 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q4 2024 and 45 closed out, a net change of +69 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q4 2024 was Bank of America, an estimated $17.7M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q4 2024 was International Assets Investment Management, an estimated $94.9M sold.

Based on aggregated 13F filings for Q4 2024.