ProShares S&P Technology Dividend Aristocrats ETF
TDV
69 hedge funds and large institutions have $209M invested in ProShares S&P Technology Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 12
65% more capital invested
Capital invested by funds: $127M → $209M (+$82.8M)
21% more funds holding
Funds holding: 57 → 69 (+12)
16.79% more ownership
Funds ownership: 61.59% → 78.38% (+17%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$20.3M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$20.3M |
| 3 |
Morgan Stanley
New York
|
+$10.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.65M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.19M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$605K |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$579K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$386K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$98K |
TDV Hedge Fund Activity: Q4 2023 in Review
69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P Technology Dividend Aristocrats ETF (TDV) for Q4 2023, worth a combined $209M — up 65% from $127M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new TDV positions and 1 closed out — a net gain of 13 holders — while 36 added to existing stakes and 12 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $20.3M. The largest seller was Osaic Holdings, cutting an estimated $1.19M.
- 69 institutional investors held ProShares S&P Technology Dividend Aristocrats ETF (TDV) as of Q4 2023, up from 57 in Q3 2023.
- Funds reported $209M of ProShares S&P Technology Dividend Aristocrats ETF stock for Q4 2023, up 65% quarter-over-quarter.
- 14 funds opened new ProShares S&P Technology Dividend Aristocrats ETF positions in Q4 2023 and 1 closed out, a net change of +13 holders.
- The largest ProShares S&P Technology Dividend Aristocrats ETF buyer in Q4 2023 was Brinker Capital Investments, an estimated $20.3M added.
- The largest ProShares S&P Technology Dividend Aristocrats ETF seller in Q4 2023 was Osaic Holdings, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2023.