ProShares S&P 500 Dividend Aristocrats ETF
NOBL
637 hedge funds and large institutions have $5.12B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 266 increasing their positions, 184 reducing their positions, and 50 closing their positions.
525% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $1.62M
48% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 50
45% more repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 184
2.27% more ownership
Funds ownership: 93.18% → 95.45% (+2.3%)
1% more funds holding
Funds holding: 631 → 637 (+6)
0% less capital invested
Capital invested by funds: $5.14B → $5.12B (-$25.4M)
11% less funds holding in top 10
Funds holding in top 10: 46 → 41 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WOC
West Oak Capital
Westlake Village,
California
|
+$99.7M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$97.9M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$12.3M |
| 4 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$10.6M |
| 5 |
AC
ASB Consultores
Aventura,
Florida
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$54.7M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
-$37.6M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$28.6M |
| 4 |
Morgan Stanley
New York
|
-$23.6M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$17.1M |
NOBL Hedge Fund Activity: Q1 2023 in Review
637 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q1 2023, worth a combined $5.12B — down 0.49% from $5.14B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new NOBL positions and 50 closed out — a net gain of 24 holders — while 266 added to existing stakes and 184 trimmed.
The largest buyer was West Oak Capital, adding an estimated $99.7M. The largest seller was Bank of America, cutting an estimated $54.7M.
- 637 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q1 2023, up from 631 in Q4 2022.
- Funds reported $5.12B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q1 2023, down 0.49% quarter-over-quarter.
- 74 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q1 2023 and 50 closed out, a net change of +24 holders.
- The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q1 2023 was West Oak Capital, an estimated $99.7M added.
- The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q1 2023 was Bank of America, an estimated $54.7M sold.
Based on aggregated 13F filings for Q1 2023.