We are live on ! Find out more
NOBL icon

ProShares S&P 500 Dividend Aristocrats ETF

767 hedge funds and large institutions have $5.7B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 216 increasing their positions, 309 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% more ownership

Funds ownership: 96.61%96.87% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 3838 (0)

3% less call options, than puts

Call options by funds: $4.69M | Put options by funds: $4.82M

4% less funds holding

Funds holding: 795767 (-28)

22% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 58

30% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 309

45% less capital invested

Capital invested by funds: $10.3B → $5.7B (-$4.59B)

Holders
767
Holders Change
-28
Holders Change %
-3.52%
% of All Funds
10.28%
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
45
Increased
216
Reduced
309
Closed
58
Calls
$4.69M
Puts
$4.82M
Net Calls
-$133K
Net Calls Change
-$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.15B -$21.8M -429,964 -2%
Bank of America
2
Bank of America
North Carolina
$478M +$17M +334,486 +4%
LPL Financial
3
LPL Financial
California
$323M -$4.55M -89,666 -1%
Raymond James Financial
4
Raymond James Financial
Florida
$203M -$25.9M -510,460 -11%
UBS Group
5
UBS Group
Switzerland
$202M -$1.76M -34,622 -0.9%
Wells Fargo
6
Wells Fargo
California
$199M -$16.1M -318,016 -8%
CAM
7
Cresset Asset Management
Illinois
$177M +$8.06M +158,680 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$145M -$1.1M -21,672 -0.8%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$130M +$2.99M +58,872 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$93.1M +$745K +14,670 +0.8%
RT
11
Rockland Trust
Massachusetts
$67M +$1.11M +21,874 +2%
IA
12
IAM Advisory
Pennsylvania
$66.2M -$208K -4,104 -0.3%
Ameriprise
13
Ameriprise
Minnesota
$65.3M -$4.58M -90,260 -7%
CCWM
14
Cassaday & Co Wealth Management
Virginia
$62.9M -$1.42M -27,986 -2%
BCM
15
Brookstone Capital Management
Illinois
$57.4M +$390K +7,682 +0.7%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$51.2M -$3.59M -70,770 -7%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$50.4M -$3.14M -61,892 -6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$50.3M -$344K -6,784 -0.7%
Osaic Holdings
19
Osaic Holdings
Arizona
$50.3M -$1.83M -35,956 -4%
WANY
20
Wealthspire Advisors (New York)
New York
$50.3M -$1.1M -21,710 -2%
IA
21
IFG Advisory
Georgia
$40.4M +$1.01M +19,914 +3%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$39.3M +$25.1M +494,714 +181%
FWM
23
ForthRight Wealth Management
Georgia
$34.9M +$331K +6,512 +1%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$34.5M +$8.98M +176,842 +36%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$34.4M +$603K +11,882 +2%

NOBL Hedge Fund Activity: Q1 2025 in Review

767 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 Dividend Aristocrats ETF (NOBL) for Q1 2025, worth a combined $5.7B — down 45% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of NOBL and 45 opened new positions — a net loss of 13 holders — while 309 trimmed existing stakes and 216 added.

The largest buyer was National Bank of Canada, adding an estimated $25.1M. The largest seller was Eastern Bank, cutting an estimated $45.3M.

  • 767 institutional investors held ProShares S&P 500 Dividend Aristocrats ETF (NOBL) as of Q1 2025, down from 795 in Q4 2024.
  • Funds reported $5.7B of ProShares S&P 500 Dividend Aristocrats ETF stock for Q1 2025, down 45% quarter-over-quarter.
  • 45 funds opened new ProShares S&P 500 Dividend Aristocrats ETF positions in Q1 2025 and 58 closed out, a net change of -13 holders.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF buyer in Q1 2025 was National Bank of Canada, an estimated $25.1M added.
  • The largest ProShares S&P 500 Dividend Aristocrats ETF seller in Q1 2025 was Eastern Bank, an estimated $45.3M sold.

Based on aggregated 13F filings for Q1 2025.