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ProShares S&P 500 Dividend Aristocrats ETF

718 hedge funds and large institutions have $5.4B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 205 increasing their positions, 271 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $2.47M

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

2.67% more ownership

Funds ownership: 95.72%98.39% (+2.7%)

1% more funds holding

Funds holding: 713718 (+5)

8% less capital invested

Capital invested by funds: $5.84B → $5.4B (-$441M)

24% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 271

27% less funds holding in top 10

Funds holding in top 10: 4432 (-12)

Holders
718
Holders Change
+5
Holders Change %
+0.7%
% of All Funds
10.37%
Holding in Top 10
32
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.27%
% of All Funds
0.46%
New
60
Increased
205
Reduced
271
Closed
40
Calls
$6.31M
Puts
$2.47M
Net Calls
+$3.83M
Net Calls Change
+$72K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.13B -$64.6M -1,319,852 -5%
Bank of America
2
Bank of America
North Carolina
$416M -$5.74M -117,284 -1%
LPL Financial
3
LPL Financial
California
$289M -$2.34M -47,700 -0.8%
Wells Fargo
4
Wells Fargo
California
$211M +$8.57M +175,134 +4%
UBS Group
5
UBS Group
Switzerland
$191M -$1.92M -39,212 -1%
CAM
6
Cresset Asset Management
Illinois
$145M +$37.6K +768 +0%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$135M -$9.87M -201,674 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$124M -$19.2M -391,860 -13%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$117M +$2.84M +58,104 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$110M +$1.65M +33,712 +2%
RJA
11
Raymond James & Associates
Florida
$86.3M +$28.8M +588,372 +49%
Ameriprise
12
Ameriprise
Minnesota
$73.5M -$12.8M -261,894 -15%
WANY
13
Wealthspire Advisors (New York)
New York
$68.4M -$2.72M -55,464 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$61.3M -$12.7M -259,366 -17%
CCWM
15
Cassaday & Co Wealth Management
Virginia
$60.8M -$664K -13,564 -1%
IA
16
IAM Advisory
Pennsylvania
$60.1M -$35.5M -725,828 -37%
BCM
17
Brookstone Capital Management
Illinois
$50.5M +$5.62M +114,728 +13%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$49.9M +$354K +7,228 +0.7%
JP Morgan Chase
19
JP Morgan Chase
New York
$49.9M -$18.8M -383,796 -27%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$49.1M +$2.75M +56,242 +6%
EB
21
Eastern Bank
Massachusetts
$45.1M +$1.04M +21,314 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$42.5M -$2.72M -55,620 -6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$37.2M -$1.71M -34,902 -4%
SA
24
Sanctuary Advisors
Indiana
$36.5M +$36.9M +752,756 New
IA
25
IFG Advisory
Georgia
$36M +$654K +13,352 +2%

NOBL Hedge Fund Activity: Q2 2024 in Review

718 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q2 2024, worth a combined $5.4B — down 7.5% from $5.84B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new NOBL positions and 40 closed out — a net gain of 20 holders — while 205 added to existing stakes and 271 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $268M. The largest seller was Morgan Stanley, cutting an estimated $64.6M.

  • 718 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q2 2024, up from 713 in Q1 2024.
  • Funds reported $5.4B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q2 2024, down 7.5% quarter-over-quarter.
  • 60 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q2 2024 and 40 closed out, a net change of +20 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $268M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q2 2024 was Morgan Stanley, an estimated $64.6M sold.

Based on aggregated 13F filings for Q2 2024.