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ProShares S&P 500 Dividend Aristocrats ETF

709 hedge funds and large institutions have $5.53B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 244 increasing their positions, 257 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $2.09M

174% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 39

13% more funds holding in top 10

Funds holding in top 10: 3944 (+5)

11% more capital invested

Capital invested by funds: $4.97B → $5.53B (+$559M)

10% more funds holding

Funds holding: 646709 (+63)

2.62% more ownership

Funds ownership: 91.24%93.87% (+2.6%)

5% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 257

Holders
709
Holders Change
+63
Holders Change %
+9.75%
% of All Funds
10.32%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.64%
New
107
Increased
244
Reduced
257
Closed
39
Calls
$6.38M
Puts
$2.09M
Net Calls
+$4.28M
Net Calls Change
-$2.63M

NOBL Hedge Fund Activity: Q4 2023 in Review

709 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q4 2023, worth a combined $5.53B — up 11% from $4.97B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new NOBL positions and 39 closed out — a net gain of 68 holders — while 244 added to existing stakes and 257 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $66.2M. The largest seller was Osaic Holdings, cutting an estimated $23.7M.

  • 709 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q4 2023, up from 646 in Q3 2023.
  • Funds reported $5.53B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 107 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q4 2023 and 39 closed out, a net change of +68 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q4 2023 was Neuberger Berman Group, an estimated $66.2M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q4 2023 was Osaic Holdings, an estimated $23.7M sold.

Based on aggregated 13F filings for Q4 2023.