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ProShares S&P 500 Dividend Aristocrats ETF

787 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 112 funds opening new positions, 301 increasing their positions, 243 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+49
Holders Change %
+6.64%
% of All Funds
10.48%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.51%
New
112
Increased
301
Reduced
243
Closed
45
Calls
$3.83M
Puts
$826K
Net Calls
+$3.01M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
201
WealthPLAN Partners
Nebraska
$2.59M +$1.59M +16,018 +160%
RSWM
202
Robertson Stephens Wealth Management
California
$2.56M -$76.7K -770 -3%
AGP
203
Autumn Glory Partners
Texas
$2.56M
CA
204
Continuum Advisory
Idaho
$2.55M +$102K +1,025 +4%
JJBC
205
James J. Burns & Company
New York
$2.55M -$42.8K -430 -2%
WCM
206
WealthBridge Capital Management
Ohio
$2.54M +$103K +1,031 +4%
RCWM
207
Royal Capital Wealth Management
Indiana
$2.53M -$58.4K -587 -2%
MOS
208
MGO One Seven
Ohio
$2.52M -$21.8K -219 -0.9%
ASN
209
Advisory Services Network
Georgia
$2.52M -$133K -1,331 -5%
BCI
210
Brinker Capital Investments
Pennsylvania
$2.51M +$166K +1,665 +7%
OPS
211
Orion Portfolio Solutions
Nebraska
$2.51M +$166K +1,665 +7%
JGIA
212
Jackson Grant Investment Advisers
Connecticut
$2.48M +$10.5K +105 +0.4%
MC
213
Moors & Cabot
Massachusetts
$2.47M +$237K +2,379 +11%
BDS
214
Banco de Sabadell
Florida
$2.46M +$58.8K +590 +2%
Renaissance Technologies
215
Renaissance Technologies
New York
$2.46M -$69.7K -700 -3%
CCP
216
Cushing Capital Partners
Wisconsin
$2.45M +$2.45M +24,631 New
PCMC
217
Private Capital Management (Colorado)
Colorado
$2.43M -$1.17M -11,768 -33%
BRWA
218
B. Riley Wealth Advisors
Florida
$2.42M -$91.5K -919 -4%
FTS
219
Fifth Third Securities
Ohio
$2.42M +$73.9K +742 +3%
LOIM
220
Liberty One Investment Management
Illinois
$2.4M +$53.1K +533 +2%
AB
221
Atlas Brown
Kentucky
$2.4M -$36.5K -367 -2%
PPWM
222
Paragon Private Wealth Management
Kentucky
$2.39M +$74.3K +746 +3%
JF
223
Jump Financial
Illinois
$2.39M +$2.39M +23,961 New
SVWAG
224
Sound View Wealth Advisors Group
Georgia
$2.38M -$14.1K -142 -0.6%
CLA
225
Carnegie Lake Advisors
New Jersey
$2.33M +$5.87K +59 +0.3%