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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

395 hedge funds and large institutions have $2.98B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2020 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 132 increasing their positions, 112 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+49
Holders Change %
+14.16%
% of All Funds
7.01%
Holding in Top 10
34
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+47.83%
% of All Funds
0.6%
New
91
Increased
132
Reduced
112
Closed
39
Calls
$1.46M
Puts
$1.2M
Net Calls
+$257K
Net Calls Change
-$281K

Top Buyers

1
JC
JBF Capital
Colorado
$28.4M
2
Morgan Stanley
Morgan Stanley
New York
$701M
3
22CM
20/20 Capital Management
California
$13M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$84.2M
5
VC
Veracity Capital
Georgia
$10.6M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$163M
2
RJA
Raymond James & Associates
Florida
$42.4M
3
BJ
Brouwer & Janachowski
California
$28.4M
4
PCMC
Private Capital Management (Colorado)
Colorado
$8.52M
5
IAN
Integrated Advisors Network
Texas
$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
201
Kingsview Wealth Management
Oregon
$705K -$35.9K -450 -5%
PJB
202
Paul John Balson
California
$674K +$2.95K +37 +0.4%
WP
203
WealthPLAN Partners
Nebraska
$672K +$344K +4,285 +105%
VNA
204
Valley National Advisers
Pennsylvania
$669K -$22.8K -285 -3%
DA
205
Detalus Advisors
Missouri
$667K -$20.4K -255 -3%
SW
206
SkyOak Wealth
Michigan
$662K -$17.4K -218 -3%
CL
207
Choreo LLC
Illinois
$661K – – –
ACA
208
Aptus Capital Advisors
Alabama
$656K +$656K +8,217 New
BFA
209
Beaumont Financial Advisors
Massachusetts
$651K +$25.8K +323 +4%
CRWM
210
Castle Rock Wealth Management
California
$643K +$643K +7,976 New
GWSG
211
GPS Wealth Strategies Group
Colorado
$636K -$13.7K -171 -2%
EIP
212
Ellis Investment Partners
Pennsylvania
$636K +$302K +3,775 +90%
HCM
213
Highlander Capital Management
New Jersey
$624K – – –
LA
214
LVW Advisors
New York
$619K -$4.47K -56 -0.7%
CAAS
215
Capital Asset Advisory Services
Michigan
$605K +$2K +25 +0.3%
LFS
216
Legacy Financial Strategies
Kansas
$603K -$71.4K -894 -11%
UR
217
USCA RIA
Texas
$598K +$598K +7,489 New
RJT
218
Raymond James Trust
Florida
$597K -$27.6K -346 -4%
SWM
219
Sugarloaf Wealth Management
Georgia
$596K +$2.92K +37 +0.5%
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$587K -$21.9K -270 -4%
SW
221
SlateStone Wealth
Florida
$580K -$167K -2,096 -22%
MAM
222
MMA Asset Management
Pennsylvania
$576K +$576K +7,207 New
CWM
223
Cornerstone Wealth Management
Missouri
$575K – – –
NHC
224
Nicholas Hoffman & Company
Georgia
$568K – – –
CFP
225
Curran Financial Partners
South Carolina
$566K +$566K +7,091 New
7 8
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