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ProShares S&P 500 Dividend Aristocrats ETF

817 hedge funds and large institutions have $5.21B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 262 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

0% more funds holding

Funds holding: 815817 (+2)

2% less capital invested

Capital invested by funds: $5.3B → $5.21B (-$96.5M)

1.26% less ownership

Funds ownership: 95.45%94.19% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

19% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 324

44% less call options, than puts

Call options by funds: $11M | Put options by funds: $19.6M

Holders
817
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
10.06%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.46%
New
64
Increased
262
Reduced
324
Closed
46
Calls
$11M
Puts
$19.6M
Net Calls
-$8.63M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$976M -$48.4M -883,334 -5%
Bank of America
2
Bank of America
North Carolina
$470M -$24.5M -447,722 -5%
LPL Financial
3
LPL Financial
California
$321M -$10M -183,170 -3%
Wells Fargo
4
Wells Fargo
California
$193M -$9.36M -170,680 -4%
UBS Group
5
UBS Group
Switzerland
$186M -$3.59M -65,536 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$184M -$13.4M -245,036 -7%
CAM
7
Cresset Asset Management
Illinois
$176M +$3.32M +60,546 +2%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$145M +$5.6M +102,128 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$144M -$8.18M -149,180 -5%
RT
10
Rockland Trust
Massachusetts
$77.1M +$2.72M +49,678 +4%
CCWM
11
Cassaday & Co Wealth Management
Virginia
$68.4M -$608K -11,100 -0.9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$61.2M -$4.92M -89,686 -7%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$60.8M -$8.01M -146,196 -11%
WANY
14
Wealthspire Advisors (New York)
New York
$49.3M -$1.21M -22,054 -2%
Ameriprise
15
Ameriprise
Minnesota
$48.3M -$8.44M -153,914 -14%
Osaic Holdings
16
Osaic Holdings
Arizona
$46.8M -$2.62M -47,758 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$45.2M -$4.2M -76,524 -8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$42.9M -$4.72M -86,182 -10%
IA
19
IAM Advisory
Pennsylvania
$40.6M -$380K -6,938 -0.9%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$38.3M +$4.64M +84,580 +13%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$38M +$87.5K +1,596 +0.2%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$28.1M -$1.51M -27,534 -5%
Stifel Financial
23
Stifel Financial
Missouri
$27.3M +$349K +6,362 +1%
GEA
24
Glen Eagle Advisors
New Jersey
$27.1M +$10.4M +190,538 +59%
SFWA
25
Summit Financial Wealth Advisors
Louisiana
$27.1M -$366K -6,670 -1%