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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 %
CWP
126
Concord Wealth Partners
Virginia
$4.8M -$1.22M -12,780 -20%
VVP
127
Venture Visionary Partners
Ohio
$4.79M +$149K +1,563 +3%
DCM
128
Donaldson Capital Management
Indiana
$4.78M -$1.54M -16,178 -24%
CFP
129
Curran Financial Partners
South Carolina
$4.74M +$124K +1,329 +3%
AWMT
130
AAFMAA Wealth Management & Trust
North Carolina
$4.69M +$220K +2,307 +5%
SWP
131
Stratos Wealth Partners
Ohio
$4.66M +$223K +2,339 +5%
ORC
132
O'Rourke & Company
Massachusetts
$4.55M +$431K +4,524 +10%
AWM
133
AE Wealth Management
Kansas
$4.54M -$1.43M -15,041 -24%
CAMV
134
Concord Asset Management (Virginia)
Virginia
$4.52M -$871K -9,148 -16%
BWM
135
BCS Wealth Management
Tennessee
$4.45M +$144K +1,509 +3%
PCMF
136
Private Capital Management (Florida)
Florida
$4.43M -$49.5K -520 -1%
CIAS
137
Capital Investment Advisory Services
North Carolina
$4.35M +$133K +1,397 +3%
SR
138
Syntax Research
Florida
$4.29M -$41.9K -440 -1%
KA
139
Kovack Advisors
Florida
$4.25M +$134K +1,405 +3%
HIS
140
Harvest Investment Services
Illinois
$4.21M +$114K +1,195 +3%
GWMR
141
GC Wealth Management RIA
Massachusetts
$4.19M +$4.19M +44,061 New
KV
142
Kickstand Ventures
New York
$4.16M -$1.98M -20,769 -32%
RBFC
143
Roman Butler Fullerton & Co
Missouri
$4.12M +$252K +2,656 +7%
Prudential Financial
144
Prudential Financial
New Jersey
$4.06M -$2.58M -27,127 -39%
TC
145
TownSquare Capital
Utah
$4.03M +$3.6M +37,862 +843%
ACM
146
Allred Capital Management
Texas
$3.97M +$2.55M +26,775 +179%
WSTAM
147
Wilbanks Smith & Thomas Asset Management
Virginia
$3.91M -$6.85K -72 -0.2%
PAG
148
Paladin Advisory Group
Iowa
$3.85M -$451K -4,738 -10%
BWM
149
Brown Wealth Management
Illinois
$3.84M +$3.84M +40,286 New
IA
150
Insight Advisors
Pennsylvania
$3.77M -$548K -5,759 -13%