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ProShares S&P 500 Dividend Aristocrats ETF

33 hedge funds and large institutions have $77.4M invested in ProShares S&P 500 Dividend Aristocrats ETF in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 1

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

27% more funds holding

Funds holding: 2633 (+7)

7% more capital invested

Capital invested by funds: $72.6M → $77.4M (+$4.8M)

58.37% less ownership

Funds ownership: 128.31%69.94% (-58%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $493K

Holders
33
Holders Change
+7
Holders Change %
+26.92%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
1
Closed
4
Calls
Puts
$493K
Net Calls
-$493K
Net Calls Change
-$493K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.3M +$9.91M +439,254 +72%
U
2
UBS
Switzerland
$20.4M +$18.3M +810,452 +1,062%
Goldman Sachs
3
Goldman Sachs
New York
$6.92M -$37.6M -1,664,660 -85%
Credit Agricole
4
Credit Agricole
France
$3.83M
LPL Financial
5
LPL Financial
California
$3.5M +$1.99M +88,386 +139%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.4M +$3.32M +147,360 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.65M +$1.37M +60,784 +112%
Bank of America
8
Bank of America
North Carolina
$2.53M +$1.41M +62,544 +132%
RJA
9
Raymond James & Associates
Florida
$1.32M +$176K +7,800 +16%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.13M +$293K +12,988 +36%
CAN
11
Cetera Advisor Networks
California
$1.12M +$37.2K +1,650 +4%
CWM
12
Concert Wealth Management
California
$998K +$33.8K +1,498 +3%
Wells Fargo
13
Wells Fargo
California
$794K +$778K +34,464 New
OA
14
Oxbow Advisors
Texas
$597K +$31.6K +1,400 +6%
SG Americas Securities
15
SG Americas Securities
New York
$566K +$554K +24,558 New
TFA
16
Toth Financial Advisory
Virginia
$465K +$214K +9,504 +89%
WS
17
Wedbush Securities
California
$415K +$79.1K +3,506 +24%
MFS
18
MSI Financial Services
Massachusetts
$356K +$16.3K +724 +5%
FAAS
19
First Allied Advisory Services
California
$291K +$285K +12,650 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$253K +$28.4K +1,258 +13%
EFS
21
Essex Financial Services
Connecticut
$249K +$244K +10,810 New
PIM
22
Penobscot Investment Management
Massachusetts
$248K +$242K +10,740 New
MC
23
Moors & Cabot
Massachusetts
$240K +$236K +10,480 New
IH
24
IFC Holdings
Florida
$237K +$232K +10,300 New
OC
25
Oppenheimer & Co
New York
$229K +$225K +9,950 New

NOBL Hedge Fund Activity: Q2 2014 in Review

33 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q2 2014, worth a combined $77.4M — up 6.6% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NOBL positions and 4 closed out — a net gain of 7 holders — while 18 added to existing stakes and 1 trimmed.

The largest buyer was UBS, adding an estimated $18.3M. The largest seller was Goldman Sachs, cutting an estimated $37.6M.

  • 33 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q2 2014, up from 26 in Q1 2014.
  • Funds reported $77.4M of ProShares S&P 500 Dividend Aristocrats ETF stock for Q2 2014, up 6.6% quarter-over-quarter.
  • 11 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q2 2014 and 4 closed out, a net change of +7 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q2 2014 was UBS, an estimated $18.3M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q2 2014 was Goldman Sachs, an estimated $37.6M sold.

Based on aggregated 13F filings for Q2 2014.