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ProShares S&P 500 Dividend Aristocrats ETF

704 hedge funds and large institutions have $6.66B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 244 increasing their positions, 255 reducing their positions, and 39 closing their positions.

Holders
704
Holders Change
+60
Holders Change %
+9.32%
% of All Funds
10.32%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.63%
New
104
Increased
244
Reduced
255
Closed
39
Calls
$6.38M
Puts
$2.09M
Net Calls
+$4.28M
Net Calls Change
-$2.64M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.35B 24,643,916 +12,144,020 +97%
Bank of America
2
Bank of America
North Carolina
$429M 4,511,524 +110,981 +3%
LPL Financial
3
LPL Financial
California
$290M 3,050,789 +65,246 +2%
UBS Group
4
UBS Group
Switzerland
$204M 2,140,003 +111,042 +5%
Wells Fargo
5
Wells Fargo
California
$196M 2,059,742 +126,918 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$145M 1,527,928 +3,225 +0.2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$143M 1,498,322 -70,145 -4%
CAM
8
Cresset Asset Management
Illinois
$129M 1,357,853 +66,426 +5%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$113M 1,189,256 +5,334 +0.5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$111M 1,161,245 -18,748 -2%
IA
11
IAM Advisory
Pennsylvania
$92.5M 972,029 +39,317 +4%
Ameriprise
12
Ameriprise
Minnesota
$79.3M 832,787 -13,977 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$76.2M 800,575 -264,192 -25%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$74.8M 785,744 +671,824 +590%
WANY
15
Wealthspire Advisors (New York)
New York
$73M 766,480 +99,505 +15%
CCWM
16
Cassaday & Co Wealth Management
Virginia
$61.2M 642,611 +20,922 +3%
RJA
17
Raymond James & Associates
Florida
$56.5M 593,146 -13,340 -2%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$51.6M 541,792 +35,006 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$45.8M 481,004 -2,269 -0.5%
SWIG
20
Strategic Wealth Investment Group
Kentucky
$43.9M 461,489 +16,212 +4%
BCM
21
Brookstone Capital Management
Illinois
$37.7M 395,485 +45,498 +13%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$35.3M 371,089 +367,999 +11,909%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$34.3M 360,046 -51,669 -13%
FWM
24
ForthRight Wealth Management
Georgia
$33.7M 353,888 +8,891 +3%
IA
25
IFG Advisory
Georgia
$32.1M 337,540 +7,093 +2%