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ProShares S&P Technology Dividend Aristocrats ETF
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Overview Fund Activity

54 hedge funds and large institutions have $120M invested in ProShares S&P Technology Dividend Aristocrats ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
26
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.99M
2
Wells Fargo
Wells Fargo
California
+$4.13M
3
Morgan Stanley
Morgan Stanley
New York
+$2.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.7M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$1.65M

Top Sellers

1
WIM
WealthPlan Investment Management
Nebraska
-$976K
2
WP
WealthPLAN Partners
Nebraska
-$918K
3
GVAG
Great Valley Advisor Group
Delaware
-$533K
4
BCI
Brinker Capital Investments
Pennsylvania
-$279K
5
OPS
Orion Portfolio Solutions
Nebraska
-$279K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$581K +$10.9K +164 +2%
PCS
27
Personal CFO Solutions
New Jersey
$543K +$252K +3,797 +86%
NCM
28
Narwhal Capital Management
Georgia
$529K +$529K +7,990 New
BWM
29
Birchcreek Wealth Management
Ohio
$460K +$243K +3,664 +112%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$437K +$149K +2,243 +52%
TFA
31
Toth Financial Advisory
Virginia
$361K +$341K +5,142 +1,714%
AWM
32
Apollon Wealth Management
South Carolina
$351K +$351K +5,294 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$316K +$316K +4,774 New
JWCA
34
J.W. Cole Advisors
Florida
$303K +$26.6K +402 +10%
KAS
35
Kestra Advisory Services
Texas
$286K -$238K -3,590 -45%
GSEP
36
Golden State Equity Partners
California
$283K +$283K +4,270 New
OP
37
ORG Partners
Indiana
$273K +$273K +4,117 New
BSW
38
Buckingham Strategic Wealth
Missouri
$272K +$1.52K +23 +0.6%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$262K -$49K -740 -16%
AWE
40
Avidian Wealth Enterprises
Texas
$239K +$239K +3,600 New
NA
41
NewEdge Advisors
Louisiana
$188K +$131K +1,974 +227%
IA
42
IFP Advisors
Florida
$110K +$29.6K +447 +37%
PGAM
43
Princeton Global Asset Management
New Jersey
$59.8K – – –
TRCT
44
Tower Research Capital (TRC)
New York
$55.9K +$44.4K +670 +385%
GWM
45
Geneos Wealth Management
Colorado
$39.8K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
IGWM
47
ICA Group Wealth Management
Colorado
$31.1K +$31.1K +469 New
Citigroup
48
Citigroup
New York
$27.9K +$6.63K +100 +31%
PA
49
PSI Advisors
Florida
$25.9K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$25K – – –
1
2
3