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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

741 hedge funds and large institutions have $5.39B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 262 increasing their positions, 290 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
9.94%
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
262
Reduced
290
Closed
49
Calls
$4.4M
Puts
$4.45M
Net Calls
-$50K
Net Calls Change
+$83K

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 Holding Trade Value Shares
Change 		Shares
Change %
GWMR
226
GC Wealth Management RIA
Massachusetts
$1.99M -$1.61M -16,015 -45%
WPA
227
West Paces Advisors
Georgia
$1.97M +$25.2K +250 +1%
SLA
228
Silver Lake Advisory
Utah
$1.97M -$272K -2,703 -12%
DCM
229
Donaldson Capital Management
Indiana
$1.95M -$549K -5,454 -22%
FB
230
Finward Bancorp
Indiana
$1.95M +$32.7K +325 +2%
AFG
231
Atomi Financial Group
New York
$1.95M +$405K +4,025 +26%
WTFG
232
Wells Trecaso Financial Group
Ohio
$1.92M +$64.2K +638 +3%
NWA
233
Navis Wealth Advisors
New York
$1.92M -$35.2K -350 -2%
AFA
234
AA Financial Advisors
Ohio
$1.92M -$152K -1,506 -7%
FHA
235
Flagship Harbor Advisors
Massachusetts
$1.91M -$45.8K -455 -2%
MWM
236
MGB Wealth Management
Texas
$1.87M – – –
Bank of New York Mellon
237
Bank of New York Mellon
New York
$1.82M +$173K +1,714 +11%
DWP
238
Daymark Wealth Partners
Ohio
$1.81M -$39.1K -388 -2%
EA
239
Eclectic Associates
California
$1.8M -$235K -2,332 -12%
TA
240
Tactive Advisors
Florida
$1.8M +$1.8M +17,896 New
UWP
241
Uniting Wealth Partners
Kansas
$1.8M +$491K +4,871 +37%
GAI
242
General American Investors
New York
$1.76M – – –
BFA
243
Bright Financial Advisors
Michigan
$1.75M – – –
EWA
244
EP Wealth Advisors
California
$1.75M +$53.6K +532 +3%
MWM
245
Moulton Wealth Management
Washington
$1.74M -$533K -5,183 -23%
DAS
246
Dynamic Advisor Solutions
Arizona
$1.74M -$84K -834 -5%
SC
247
SouthState Corp
Florida
$1.71M -$401K -3,983 -19%
NFA
248
Northwest Financial Advisors
Virginia
$1.69M +$12K +119 +0.7%
GIA
249
Gladstone Institutional Advisory
Florida
$1.68M -$19.9K -198 -1%
4A
250
4Wealth Advisors
Illinois
$1.68M +$74.3K +738 +5%
8 9
10
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