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ProShares S&P Technology Dividend Aristocrats ETF
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Overview Fund Activity

41 hedge funds and large institutions have $73M invested in ProShares S&P Technology Dividend Aristocrats ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+9
Holders Change %
+28.13%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
8
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
WealthPlan Investment Management
Nebraska
+$7.07M
2
AAS
Avantax Advisory Services
Texas
+$6.72M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.85M
4
Morgan Stanley
Morgan Stanley
New York
+$1.74M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$775K

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$29.9M
2
CS
Credit Suisse
Switzerland
-$7.05M
3
Citigroup
Citigroup
New York
-$1.16M
4
Bank of America
Bank of America
North Carolina
-$760K
5
TRCT
Tower Research Capital (TRC)
New York
-$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
26
Princeton Global Asset Management
New Jersey
$50K – – –
BAM
27
Belpointe Asset Management
Nevada
$50K +$50K +903 New
FCA
28
Fortis Capital Advisors
Kansas
$50K +$50K +903 New
AAMA
29
Advanced Asset Management Advisors
Ohio
$38.9K +$38.9K +702 New
GWM
30
Geneos Wealth Management
Colorado
$33.2K – – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$32K – – –
MCC
32
Money Concepts Capital
Florida
$25.2K +$25.2K +455 New
BFEC
33
Benjamin F. Edwards & Company
Missouri
$22K +$22K +392 New
AWM
34
Avior Wealth Management
Nebraska
$16.8K -$4.37K -79 -21%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$16.8K +$16.8K +303 New
TFA
36
Toth Financial Advisory
Virginia
$16.6K +$5.54K +100 +50%
ASN
37
Advisory Services Network
Georgia
$4.7K +$4.7K +85 New
PTC
38
Private Trust Company
Ohio
$3K -$56 -1 -2%
US Bancorp
39
US Bancorp
Minnesota
$2.16K – – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$2K -$71 -1 -3%
NA
41
NewEdge Advisors
Louisiana
$22 +$22 +400 New
CS
42
Credit Suisse
Switzerland
– -$7.05M -139,400 Closed
UBS Group
43
UBS Group
Switzerland
– -$7K -137 Closed
WWM
44
Wagner Wealth Management
South Carolina
– -$6K -125 Closed
AF
45
Advisornet Financial
Minnesota
– -$4K -85 Closed
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