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ProShares S&P 500 Dividend Aristocrats ETF

442 hedge funds and large institutions have $3.46B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 196 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $763K

167% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 21

83% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 107

8% more funds holding

Funds holding: 411442 (+31)

5% more capital invested

Capital invested by funds: $3.28B → $3.46B (+$175M)

3.43% less ownership

Funds ownership: 84.03%80.6% (-3.4%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
442
Holders Change
+31
Holders Change %
+7.54%
% of All Funds
7.69%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.45%
New
56
Increased
196
Reduced
107
Closed
21
Calls
$2.86M
Puts
$763K
Net Calls
+$2.1M
Net Calls Change
+$606K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$891M +$66.2M +1,461,488 +8%
Bank of America
2
Bank of America
North Carolina
$336M -$7.11M -156,954 -2%
UBS Group
3
UBS Group
Switzerland
$150M +$276K +6,082 +0.2%
Wells Fargo
4
Wells Fargo
California
$134M -$7.95M -175,510 -6%
LPL Financial
5
LPL Financial
California
$131M +$6.05M +133,482 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$104M +$4.48M +98,820 +4%
Ameriprise
7
Ameriprise
Minnesota
$98.1M +$6.97M +153,832 +8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$89.8M +$3.64M +80,460 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$81.6M +$1.76M +38,780 +2%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$63.1M +$1.74M +38,518 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$57.7M +$334K +7,382 +0.6%
RJA
12
Raymond James & Associates
Florida
$49.5M +$1.79M +39,468 +4%
LWA
13
Lenox Wealth Advisors
New York
$39.2M +$2.38M +52,566 +6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$38.1M -$771K -17,020 -2%
BJ
15
Brouwer & Janachowski
California
$32.9M +$362K +7,996 +1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$32.9M +$5.9M +130,140 +22%
HFS
17
Hantz Financial Services
Michigan
$30.2M +$296K +6,538 +1%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$30M +$3.39M +74,820 +13%
FWM
19
ForthRight Wealth Management
Georgia
$26M +$611K +13,488 +2%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$23.8M +$21.6K +476 +0.1%
IA
21
IFG Advisory
Georgia
$23.5M -$1.24M -27,396 -5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$23.4M +$2.1M +46,368 +10%
Stifel Financial
23
Stifel Financial
Missouri
$21.6M +$3.22M +71,138 +18%
Truist Financial
24
Truist Financial
North Carolina
$21.6M -$350K -7,730 -2%
PA
25
Prism Advisors
California
$20.6M -$1.23M -27,046 -6%

NOBL Hedge Fund Activity: Q2 2021 in Review

442 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q2 2021, worth a combined $3.46B — up 5.3% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new NOBL positions and 21 closed out — a net gain of 35 holders — while 196 added to existing stakes and 107 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $66.2M. The largest seller was IAM Advisory, exiting entirely with an estimated $97.4M sold.

  • 442 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q2 2021, up from 411 in Q1 2021.
  • Funds reported $3.46B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q2 2021, up 5.3% quarter-over-quarter.
  • 56 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q2 2021 and 21 closed out, a net change of +35 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q2 2021 was Morgan Stanley, an estimated $66.2M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q2 2021 was IAM Advisory, an estimated $97.4M sold.

Based on aggregated 13F filings for Q2 2021.