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ProShares S&P Technology Dividend Aristocrats ETF

24 hedge funds and large institutions have $76.2M invested in ProShares S&P Technology Dividend Aristocrats ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

41% more funds holding

Funds holding: 1724 (+7)

15% more capital invested

Capital invested by funds: $66.4M → $76.2M (+$9.75M)

9.03% less ownership

Funds ownership: 281.2%272.17% (-9%)

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
2
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$15.4M -$430K -8,804 -3%
SG Americas Securities
2
SG Americas Securities
New York
$15.3M
CS
3
Credit Suisse
Switzerland
$14.1M -$60.5K -1,240 -0.5%
OPS
4
Orion Portfolio Solutions
Nebraska
$10.2M -$953K -19,541 -9%
Goldman Sachs
5
Goldman Sachs
New York
$6.17M -$153K -3,140 -3%
Citigroup
6
Citigroup
New York
$5.28M
CCP
7
Cardan Capital Partners
Colorado
$4.52M +$167K +3,427 +4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.6M +$1.9M +39,030 +380%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$718K -$148K -3,040 -18%
TRCT
10
Tower Research Capital (TRC)
New York
$564K -$268K -5,485 -34%
Citadel Advisors
11
Citadel Advisors
Florida
$292K +$270K +5,530 New
CIAS
12
CFS Investment Advisory Services
New Jersey
$273K +$252K +5,168 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$266K +$246K +5,047 New
BSW
14
Buckingham Strategic Wealth
Missouri
$211K +$195K +4,005 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$114K
Wells Fargo
16
Wells Fargo
California
$75K +$69.6K +1,426 New
IA
17
IFP Advisors
Florida
$35K -$3.32K -68 -9%
GWM
18
Geneos Wealth Management
Colorado
$34K +$29.3K +600 New
Bank of America
19
Bank of America
North Carolina
$15K -$3.41M -70,000 -100%
TFA
20
Toth Financial Advisory
Virginia
$11K
Osaic Holdings
21
Osaic Holdings
Arizona
$5K
WEC
22
Winslow Evans & Crocker
Massachusetts
$5K +$4.88K +100 New
AF
23
Advisornet Financial
Minnesota
$2K -$49 -1 -2%
UBS Group
24
UBS Group
Switzerland
-$40K -889 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
+$49 +1 New

TDV Hedge Fund Activity: Q4 2020 in Review

24 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P Technology Dividend Aristocrats ETF (TDV) for Q4 2020, worth a combined $76.2M — up 15% from $66.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TDV positions and 1 closed out — a net gain of 7 holders — while 2 added to existing stakes and 9 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.9M. The largest seller was Bank of America, cutting an estimated $3.41M.

  • 24 institutional investors held ProShares S&P Technology Dividend Aristocrats ETF (TDV) as of Q4 2020, up from 17 in Q3 2020.
  • Funds reported $76.2M of ProShares S&P Technology Dividend Aristocrats ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 8 funds opened new ProShares S&P Technology Dividend Aristocrats ETF positions in Q4 2020 and 1 closed out, a net change of +7 holders.
  • The largest ProShares S&P Technology Dividend Aristocrats ETF buyer in Q4 2020 was Cambridge Investment Research Advisors, an estimated $1.9M added.
  • The largest ProShares S&P Technology Dividend Aristocrats ETF seller in Q4 2020 was Bank of America, an estimated $3.41M sold.

Based on aggregated 13F filings for Q4 2020.