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ProShares S&P 500 Dividend Aristocrats ETF

815 hedge funds and large institutions have $5.3B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 252 increasing their positions, 301 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $1.1M

145% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 47

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

7% more funds holding

Funds holding: 764815 (+51)

2.22% less ownership

Funds ownership: 97.66%95.45% (-2.2%)

5% less capital invested

Capital invested by funds: $5.6B → $5.3B (-$300M)

16% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 301

Holders
815
Holders Change
+51
Holders Change %
+6.68%
% of All Funds
9.92%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.46%
New
115
Increased
252
Reduced
301
Closed
47
Calls
$3.71M
Puts
$1.1M
Net Calls
+$2.61M
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
226
Cambria Investment Management
California
$2.04M +$2.02M +39,136 New
MIM
227
Macroview Investment Management
Maryland
$2.03M -$256K -4,952 -11%
SLA
228
Silver Lake Advisory
Utah
$2.03M +$2.17K +42 +0.1%
SWMG
229
Sanchez Wealth Management Group
Florida
$2.03M -$9.7M -187,724 -83%
NWA
230
Navis Wealth Advisors
New York
$2M +$8.37K +162 +0.4%
FCFC
231
First Commonwealth Financial Corp
Pennsylvania
$2M -$88.9K -1,720 -4%
GWMR
232
GC Wealth Management RIA
Massachusetts
$1.97M -$1.45K -28 -0.1%
IWC
233
Integrated Wealth Concepts
Massachusetts
$1.97M -$448K -8,674 -19%
LOIM
234
Liberty One Investment Management
Illinois
$1.95M -$530K -10,254 -21%
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$1.95M -$123K -2,376 -6%
EIA
236
Eldridge Investment Advisors
New Hampshire
$1.94M -$620 -12 -0%
AWA
237
Alta Wealth Advisors
Massachusetts
$1.93M +$176K +3,406 +10%
AFA
238
AA Financial Advisors
Ohio
$1.93M
MWM
239
MGB Wealth Management
Texas
$1.92M +$827 +16 +0%
DWP
240
Daymark Wealth Partners
Ohio
$1.88M +$207 +4 +0%
GIA
241
Gladstone Institutional Advisory
Florida
$1.87M +$136K +2,634 +8%
HI
242
Harbour Investments
Wisconsin
$1.87M +$778K +15,054 +72%
CIA
243
Concurrent Investment Advisors
Florida
$1.83M +$109K +2,100 +6%
MG
244
Marex Group
$1.82M
TA
245
Tactive Advisors
Florida
$1.81M -$579K -11,198 -24%
FHA
246
Flagship Harbor Advisors
Massachusetts
$1.8M -$62.2K -1,204 -3%
MWM
247
Moulton Wealth Management
Washington
$1.8M +$32.9K +636 +2%
CB
248
Centennial Bank
Arkansas
$1.8M -$646K -12,500 -27%
PAS
249
Park Avenue Securities
New York
$1.78M +$134K +2,586 +8%
DCM
250
Donaldson Capital Management
Indiana
$1.78M -$89.2K -1,726 -5%