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ProShares S&P Technology Dividend Aristocrats ETF
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Overview Fund Activity

51 hedge funds and large institutions have $77M invested in ProShares S&P Technology Dividend Aristocrats ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+10
Holders Change %
+24.39%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
14
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$7.09M
2
Wells Fargo
Wells Fargo
California
+$4.7M
3
GVAG
Great Valley Advisor Group
Delaware
+$3.14M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.48M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.34M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$7.2M
2
Citigroup
Citigroup
New York
-$4.35M
3
WP
WealthPLAN Partners
Nebraska
-$3.79M
4
WIM
WealthPlan Investment Management
Nebraska
-$3.1M
5
OPS
Orion Portfolio Solutions
Nebraska
-$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$266K -$179K -2,920 -40%
JWCA
27
J.W. Cole Advisors
Florida
$255K +$255K +4,167 New
BSW
28
Buckingham Strategic Wealth
Missouri
$226K – – –
WEG
29
World Equity Group
Illinois
$204K +$204K +1,120 New
BWM
30
Birchcreek Wealth Management
Ohio
$200K +$200K +3,273 New
ASN
31
Advisory Services Network
Georgia
$59.1K +$53.9K +881 +1,036%
BAM
32
Belpointe Asset Management
Nevada
$55.2K – – –
FCA
33
Fortis Capital Advisors
Kansas
$55.2K – – –
PGAM
34
Princeton Global Asset Management
New Jersey
$55.2K – – –
NA
35
NewEdge Advisors
Louisiana
$53.2K +$28.8K +470 +118%
IA
36
IFP Advisors
Florida
$48.6K -$151K -3,769 -76%
GWM
37
Geneos Wealth Management
Colorado
$36.7K – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$36K – – –
PA
39
PSI Advisors
Florida
$23.9K +$23.9K +390 New
SPIA
40
Steward Partners Investment Advisory
New York
$23.1K +$23.1K +378 New
Citigroup
41
Citigroup
New York
$19.6K -$4.35M -71,030 -100%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$18.5K – – –
TFA
43
Toth Financial Advisory
Virginia
$18.4K – – –
AWM
44
Avior Wealth Management
Nebraska
$17.1K -$1.53K -25 -8%
UBS Group
45
UBS Group
Switzerland
$11.9K +$11.9K +195 New
TRCT
46
Tower Research Capital (TRC)
New York
$11K -$69.8K -1,104 -86%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$9.57K +$2.18K +35,679 +30%
PTC
48
Private Trust Company
Ohio
$3.3K – – –
AC
49
AlphaCore Capital
California
$3.24K +$3.24K +53 New
US Bancorp
50
US Bancorp
Minnesota
$2.39K – – –
1
2
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