We are live on ! Find out more
NOBL icon

ProShares S&P 500 Dividend Aristocrats ETF

39 hedge funds and large institutions have $93.2M invested in ProShares S&P 500 Dividend Aristocrats ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

21% more capital invested

Capital invested by funds: $77.4M → $93.2M (+$15.9M)

18% more funds holding

Funds holding: 3339 (+6)

4.59% more ownership

Funds ownership: 69.94%74.53% (+4.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $487K

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
6
Closed
1
Calls
Puts
$487K
Net Calls
-$487K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.6M +$6.23M +269,750 +26%
U
2
UBS
Switzerland
$21.5M +$953K +41,282 +5%
Goldman Sachs
3
Goldman Sachs
New York
$6.96M
Credit Agricole
4
Credit Agricole
France
$5.28M +$1.42M +61,600 +37%
LPL Financial
5
LPL Financial
California
$4.48M +$1.01M +43,702 +29%
Bank of America
6
Bank of America
North Carolina
$3.89M +$1.33M +57,802 +53%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.79M +$1.12M +48,520 +42%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.81M -$606K -26,220 -18%
NPC
9
National Planning Corporation
California
$1.4M +$1.39M +60,026 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.33M +$1.33M +57,470 New
RJA
11
Raymond James & Associates
Florida
$1.25M -$69.9K -3,028 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.21M +$75.8K +3,282 +7%
CWM
13
Concert Wealth Management
California
$1.15M +$113K +4,898 +11%
CAN
14
Cetera Advisor Networks
California
$1.12M -$1.8K -78 -0.2%
Wells Fargo
15
Wells Fargo
California
$886K +$86.9K +3,762 +11%
OA
16
Oxbow Advisors
Texas
$691K +$90.3K +3,910 +15%
TFA
17
Toth Financial Advisory
Virginia
$656K +$187K +8,106 +40%
AIG
18
American International Group
New York
$461K +$406K +17,600 +765%
WS
19
Wedbush Securities
California
$445K +$27.7K +1,200 +7%
EFS
20
Essex Financial Services
Connecticut
$378K +$127K +5,482 +51%
PIM
21
Penobscot Investment Management
Massachusetts
$375K +$126K +5,440 +51%
OC
22
Oppenheimer & Co
New York
$373K +$142K +6,154 +62%
IH
23
IFC Holdings
Florida
$355K +$115K +5,000 +49%
MFS
24
MSI Financial Services
Massachusetts
$338K -$20K -866 -6%
FAAS
25
First Allied Advisory Services
California
$294K

NOBL Hedge Fund Activity: Q3 2014 in Review

39 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q3 2014, worth a combined $93.2M — up 21% from $77.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NOBL positions and 1 closed out — a net gain of 6 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.23M. The largest seller was Susquehanna International Group, cutting an estimated $606K.

  • 39 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q3 2014, up from 33 in Q2 2014.
  • Funds reported $93.2M of ProShares S&P 500 Dividend Aristocrats ETF stock for Q3 2014, up 21% quarter-over-quarter.
  • 7 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q3 2014 and 1 closed out, a net change of +6 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q3 2014 was Morgan Stanley, an estimated $6.23M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q3 2014 was Susquehanna International Group, an estimated $606K sold.

Based on aggregated 13F filings for Q3 2014.