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ProShares S&P Technology Dividend Aristocrats ETF

32 hedge funds and large institutions have $51.3M invested in ProShares S&P Technology Dividend Aristocrats ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29.8% more ownership

Funds ownership: 49.56%79.36% (+30%)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

2% more capital invested

Capital invested by funds: $50.4M → $51.3M (+$845K)

6% less funds holding

Funds holding: 3432 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
1
Orion Portfolio Solutions
Nebraska
$7.38M -$6.93K -122 -0.1%
CS
2
Credit Suisse
Switzerland
$7.05M -$90.8K -1,600 -1%
SG Americas Securities
3
SG Americas Securities
New York
$6.57M
Wells Fargo
4
Wells Fargo
California
$6.25M +$3.97M +69,964 +130%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.4M +$487K +8,576 +9%
Citigroup
6
Citigroup
New York
$4.67M -$441K -7,766 -8%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.71M +$2.37M +41,662 +351%
LPL Financial
8
LPL Financial
California
$2.23M +$58.3K +1,027 +2%
RJA
9
Raymond James & Associates
Florida
$1.71M +$21.2K +373 +1%
Bank of America
10
Bank of America
North Carolina
$1.56M +$643K +11,326 +58%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.12M +$216K +3,813 +21%
Osaic Holdings
12
Osaic Holdings
Arizona
$925K +$168K +2,959 +19%
Morgan Stanley
13
Morgan Stanley
New York
$785K -$2.19M -38,522 -71%
CIAS
14
CFS Investment Advisory Services
New Jersey
$552K +$30.7M +540,973 +5,275%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$517K +$87K +1,532 +18%
CAN
16
Cetera Advisor Networks
California
$466K -$26.3K -463 -5%
TRCT
17
Tower Research Capital (TRC)
New York
$435K -$31.5K -554 -6%
IA
18
IFP Advisors
Florida
$258K +$101K +1,771 +39%
BSW
19
Buckingham Strategic Wealth
Missouri
$206K
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$202K
APA
21
American Portfolios Advisors
New York
$107K -$18.5K -325 -13%
PGAM
22
Princeton Global Asset Management
New Jersey
$46K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$30K
GWM
24
Geneos Wealth Management
Colorado
$30K
AWM
25
Avior Wealth Management
Nebraska
$19K -$55.8K -982 -72%

TDV Hedge Fund Activity: Q3 2022 in Review

32 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P Technology Dividend Aristocrats ETF (TDV) for Q3 2022, worth a combined $51.3M — up 1.7% from $50.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TDV and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 12 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $30.7M. The largest seller was Morgan Stanley, cutting an estimated $2.19M.

  • 32 institutional investors held ProShares S&P Technology Dividend Aristocrats ETF (TDV) as of Q3 2022, down from 34 in Q2 2022.
  • Funds reported $51.3M of ProShares S&P Technology Dividend Aristocrats ETF stock for Q3 2022, up 1.7% quarter-over-quarter.
  • 3 funds opened new ProShares S&P Technology Dividend Aristocrats ETF positions in Q3 2022 and 5 closed out, a net change of -2 holders.
  • The largest ProShares S&P Technology Dividend Aristocrats ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $30.7M added.
  • The largest ProShares S&P Technology Dividend Aristocrats ETF seller in Q3 2022 was Morgan Stanley, an estimated $2.19M sold.

Based on aggregated 13F filings for Q3 2022.