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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
BFA
251
Bright Financial Advisors
Michigan
$1.77M -$22.2K -430 -1%
SI
252
Stephens Inc
Arkansas
$1.76M +$745K +14,420 +74%
FB
253
Finward Bancorp
Indiana
$1.75M -$255K -4,938 -13%
MA
254
Mutual Advisors
Nebraska
$1.74M +$26.9K +520 +2%
GWM
255
Geneos Wealth Management
Colorado
$1.72M -$51.6K -998 -3%
D.E. Shaw & Co
256
D.E. Shaw & Co
New York
$1.7M +$1.69M +32,736 New
DAS
257
Dynamic Advisor Solutions
Arizona
$1.67M -$91.3K -1,766 -5%
WCM
258
WealthBridge Capital Management
Ohio
$1.66M -$14.9K -288 -0.9%
NFA
259
Northwest Financial Advisors
Virginia
$1.66M -$74.1K -1,434 -4%
EWA
260
EP Wealth Advisors
California
$1.66M +$1.65M +31,848 New
AGP
261
Autumn Glory Partners
Texas
$1.65M
AP
262
Aspect Partners
Virginia
$1.65M +$328K +6,336 +25%
BCM
263
Bienville Capital Management
New York
$1.63M +$8.58K +166 +0.5%
AIA
264
Allied Investment Advisors
Montana
$1.62M -$249K -4,808 -13%
ACA
265
Aptus Capital Advisors
Alabama
$1.6M -$11.5K -222 -0.7%
SPC
266
Spirepoint Private Client
Florida
$1.6M -$1.65K -32 -0.1%
HCM
267
Hengehold Capital Management
Ohio
$1.58M +$15.2K +294 +1%
CRC
268
Curi RMB Capital
Illinois
$1.57M -$115K -2,228 -7%
PAS
269
PKS Advisory Services
New York
$1.54M -$2.87M -55,480 -65%
AIM
270
Anchor Investment Management
South Carolina
$1.53M +$11.8K +228 +0.8%
MA
271
MONECO Advisors
Connecticut
$1.51M -$25K -484 -2%
SCA
272
Snowden Capital Advisors
New York
$1.51M +$20.8K +402 +1%
OPWM
273
Oxinas Partners Wealth Management
Indiana
$1.5M +$55.6K +1,076 +4%
AFG
274
Atomi Financial Group
New York
$1.5M +$14.6K +282 +1%
CT
275
Colonial Trust
South Carolina
$1.49M