ProShares S&P Technology Dividend Aristocrats ETF
TDV
41 hedge funds and large institutions have $73M invested in ProShares S&P Technology Dividend Aristocrats ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
42% more capital invested
Capital invested by funds: $51.3M → $73M (+$21.7M)
28% more funds holding
Funds holding: 32 → 41 (+9)
11.3% more ownership
Funds ownership: 51.78% → 63.08% (+11%)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$6.73M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$6.38M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.85M |
| 4 |
Morgan Stanley
New York
|
+$1.74M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$776K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$7.05M |
| 2 |
Citigroup
New York
|
-$1.17M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$762K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$406K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$275K |
TDV Hedge Fund Activity: Q4 2022 in Review
41 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P Technology Dividend Aristocrats ETF (TDV) for Q4 2022, worth a combined $73M — up 42% from $51.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new TDV positions and 4 closed out — a net gain of 10 holders — while 9 added to existing stakes and 12 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $6.73M. The largest seller was Credit Suisse, exiting entirely with an estimated $7.05M sold.
- 41 institutional investors held ProShares S&P Technology Dividend Aristocrats ETF (TDV) as of Q4 2022, up from 32 in Q3 2022.
- Funds reported $73M of ProShares S&P Technology Dividend Aristocrats ETF stock for Q4 2022, up 42% quarter-over-quarter.
- 14 funds opened new ProShares S&P Technology Dividend Aristocrats ETF positions in Q4 2022 and 4 closed out, a net change of +10 holders.
- The largest ProShares S&P Technology Dividend Aristocrats ETF buyer in Q4 2022 was Avantax Advisory Services, an estimated $6.73M added.
- The largest ProShares S&P Technology Dividend Aristocrats ETF seller in Q4 2022 was Credit Suisse, an estimated $7.05M sold.
Based on aggregated 13F filings for Q4 2022.