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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

737 hedge funds and large institutions have $5.38B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 260 increasing their positions, 289 reducing their positions, and 49 closing their positions.

Holders
737
Holders Change
-19
Holders Change %
-2.51%
% of All Funds
9.9%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
49
Increased
260
Reduced
289
Closed
49
Calls
$1.8M
Puts
$383K
Net Calls
+$1.42M
Net Calls Change
+$1.55M

Top Buyers

1
CCA
1
Carrera Capital Advisors
Michigan
$29.4M
2
MSCM
2
McElhenny Sheffield Capital Management
Texas
$11.7M
3
LPL Financial
3
LPL Financial
California
$329M
4
GS
4
GTS Securities
New York
$12.3M
5
BI
5
Ballast Inc
Kentucky
$8.19M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.09B
2
BCM
2
Brookstone Capital Management
Illinois
$7.84M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$904K
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$5.58M
5
FWM
5
ForthRight Wealth Management
Georgia
$24.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.09B 10,790,123 -489,906 -4%
Bank of America
2
Bank of America
North Carolina
$470M 4,668,334 -6,666 -0.1%
LPL Financial
3
LPL Financial
California
$329M 3,264,227 +106,494 +3%
UBS Group
4
UBS Group
Switzerland
$199M 1,974,321 -5,328 -0.3%
Raymond James Financial
5
Raymond James Financial
Florida
$196M 1,947,823 -39,592 -2%
Wells Fargo
6
Wells Fargo
California
$187M 1,853,783 -94,343 -5%
CAM
7
Cresset Asset Management
Illinois
$182M 1,800,861 +76,806 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$148M 1,467,894 +51,082 +4%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$130M 1,292,490 +24,659 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$87.2M 866,196 -45,165 -5%
RT
11
Rockland Trust
Massachusetts
$66.9M 664,755 +9,204 +1%
CCWM
12
Cassaday & Co Wealth Management
Virginia
$66.6M 661,070 +45,410 +7%
IA
13
IAM Advisory
Pennsylvania
$66.4M 659,573 +12,174 +2%
Ameriprise
14
Ameriprise
Minnesota
$63.2M 628,017 -11,072 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$50M 502,298 +10,205 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$49.9M 495,081 +1,466 +0.3%
WANY
17
Wealthspire Advisors (New York)
New York
$49.5M 491,543 -530 -0.1%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$49.1M 487,902 -13,457 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$49.1M 487,335 -4,989 -1%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$40.3M 400,200 +77,488 +24%
IA
21
IFG Advisory
Georgia
$39.8M 394,814 -491 -0.1%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$34.1M 339,055 +2,460 +0.7%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$33.3M 311,619 -25,462 -8%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$30.2M 300,283 +2,258 +0.8%
AAS
25
Avantax Advisory Services
Texas
$29.8M 295,547 -14,534 -5%
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