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ProShares S&P 500 Dividend Aristocrats ETF

295 hedge funds and large institutions have $2.29B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 149 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 70

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

13% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $1.18M

12% more capital invested

Capital invested by funds: $2.05B → $2.29B (+$238M)

3% more funds holding

Funds holding: 286295 (+9)

1.23% less ownership

Funds ownership: 84.45%83.22% (-1.2%)

Holders
295
Holders Change
+9
Holders Change %
+3.15%
% of All Funds
6.47%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.46%
New
31
Increased
149
Reduced
70
Closed
21
Calls
$1.33M
Puts
$1.18M
Net Calls
+$150K
Net Calls Change
-$496K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$396M +$58M +1,655,614 +18%
Bank of America
2
Bank of America
North Carolina
$314M +$11.2M +319,926 +4%
UBS Group
3
UBS Group
Switzerland
$191M -$11.1M -317,810 -6%
Wells Fargo
4
Wells Fargo
California
$128M +$8.12M +232,050 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$81.8M +$12.1M +346,350 +18%
LPL Financial
6
LPL Financial
California
$79.3M +$7.65M +218,592 +11%
RJA
7
Raymond James & Associates
Florida
$67.6M +$1.46M +41,738 +2%
Ameriprise
8
Ameriprise
Minnesota
$66.9M +$6.17M +176,176 +10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$62.7M +$3.73M +106,472 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$60.9M +$9.09M +259,762 +18%
BJ
11
Brouwer & Janachowski
California
$58.4M +$6.64M +189,622 +13%
MWP
12
MYCIO Wealth Partners
Pennsylvania
$46.7M +$7.19M +205,418 +19%
SFWA
13
Summit Financial Wealth Advisors
Louisiana
$34.2M +$478K +13,660 +1%
HighTower Advisors
14
HighTower Advisors
Illinois
$31.3M +$11.5M +327,848 +60%
BA
15
BCM Advisors
Louisiana
$30.3M +$429K +12,268 +1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$23.6M +$2.26M +64,638 +11%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.2M +$4.51M +128,758 +25%
IA
18
IFG Advisory
Georgia
$20.2M +$1.14M +32,626 +6%
AG
19
Advisor Group
Arizona
$19M +$2.09M +59,752 +13%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$17.6M +$1.21M +34,576 +8%
PCMC
21
Paragon Capital Management (Colorado)
Colorado
$16.8M +$385K +10,994 +2%
ACG
22
Allen Capital Group
Nebraska
$16.4M +$91.5K +2,614 +0.6%
Stifel Financial
23
Stifel Financial
Missouri
$16M +$1.28M +36,658 +9%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$15.6M -$279K -7,968 -2%
BTS
25
BB&T Securities
Virginia
$15.6M +$300K +8,582 +2%

NOBL Hedge Fund Activity: Q3 2019 in Review

295 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q3 2019, worth a combined $2.29B — up 12% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NOBL positions and 21 closed out — a net gain of 10 holders — while 149 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $58M. The largest seller was CIBC World Market, cutting an estimated $12.2M.

  • 295 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q3 2019, up from 286 in Q2 2019.
  • Funds reported $2.29B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 31 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q3 2019 and 21 closed out, a net change of +10 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q3 2019 was Morgan Stanley, an estimated $58M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q3 2019 was CIBC World Market, an estimated $12.2M sold.

Based on aggregated 13F filings for Q3 2019.