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ProShares S&P 500 Dividend Aristocrats ETF

643 hedge funds and large institutions have $5.29B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 249 increasing their positions, 208 reducing their positions, and 40 closing their positions.

Holders
643
Holders Change
+8
Holders Change %
+1.26%
% of All Funds
10.14%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.63%
New
53
Increased
249
Reduced
208
Closed
40
Calls
$11.7M
Puts
$3.54M
Net Calls
+$8.11M
Net Calls Change
-$413K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.17B 12,399,161 +459,210 +4%
Bank of America
2
Bank of America
North Carolina
$397M 4,209,112 -625,251 -13%
LPL Financial
3
LPL Financial
California
$261M 2,765,280 +91,465 +3%
UBS Group
4
UBS Group
Switzerland
$196M 2,075,731 -23,344 -1%
Wells Fargo
5
Wells Fargo
California
$175M 1,858,498 -55,666 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$147M 1,555,007 -16,750 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$141M 1,490,581 +12,540 +0.8%
Ameriprise
8
Ameriprise
Minnesota
$125M 1,328,481 -69,810 -5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$110M 1,165,014 +43,141 +4%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$109M 1,160,893 +14,089 +1%
CAM
11
Cresset Asset Management
Illinois
$92.8M 984,270 -6,280 -0.6%
IA
12
IAM Advisory
Pennsylvania
$91.2M 967,215 +40,964 +4%
Osaic Holdings
13
Osaic Holdings
Arizona
$83.2M 882,186 +42,000 +5%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$73M 774,709 -29,427 -4%
WANY
15
Wealthspire Advisors (New York)
New York
$64.6M 685,260 -27,186 -4%
CCWM
16
Cassaday & Co Wealth Management
Virginia
$59.2M 627,977 -7,884 -1%
RJA
17
Raymond James & Associates
Florida
$59.1M 626,759 -14,121 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$47.9M 507,727 +7,957 +2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$47.4M 503,000 +1,739 +0.3%
SWIG
20
Strategic Wealth Investment Group
Kentucky
$40.1M 424,809 +46,687 +12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$37.1M 393,409 -125,243 -24%
Cerity Partners
22
Cerity Partners
New York
$33.9M 359,538 -1,323 -0.4%
FWM
23
ForthRight Wealth Management
Georgia
$32.9M 348,912 -13,690 -4%
Stifel Financial
24
Stifel Financial
Missouri
$31.5M 334,292 -7,819 -2%
HFS
25
Hantz Financial Services
Michigan
$31.5M 334,148 +1,915 +0.6%