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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
PBF
276
Petix & Botte Financial
California
$1.45M +$3.62K +70 +0.3%
SAM
277
Sequent Asset Management
Texas
$1.44M +$38.5K +744 +3%
GSEP
278
Golden State Equity Partners
California
$1.43M -$32.3K -624 -2%
Bank of New York Mellon
279
Bank of New York Mellon
New York
$1.4M -$105K -2,024 -7%
MBI
280
May Barnhard Investments
Maryland
$1.38M -$95.7K -1,852 -7%
SFSG
281
Sound Financial Strategies Group
Mississippi
$1.38M +$92K +1,780 +7%
HPWM
282
High Point Wealth Management
New Jersey
$1.37M +$1.36M +26,314 New
WP
283
WealthPLAN Partners
Nebraska
$1.34M -$123K -2,370 -8%
FHC
284
First Heartland Consultants
Missouri
$1.34M -$71K -1,374 -5%
SC
285
Scotia Capital
Ontario, Canada
$1.34M +$140K +2,712 +12%
Bank of Montreal
286
Bank of Montreal
Ontario, Canada
$1.32M -$79.5K -1,538 -6%
MA
287
MBA Advisors
Pennsylvania
$1.31M -$724 -14 -0.1%
GAM
288
Gotham Asset Management
New York
$1.31M
MWM
289
Meridian Wealth Management
Kentucky
$1.28M +$20.3K +392 +2%
4A
290
4Wealth Advisors
Illinois
$1.27M -$397K -7,684 -24%
SWM
291
SeaCrest Wealth Management
New York
$1.27M -$40.7K -788 -3%
CW
292
Channel Wealth
California
$1.27M +$22.7K +440 +2%
SAM
293
SP Asset Management
California
$1.27M +$7.86K +152 +0.6%
FMI
294
F/M Investments
District of Columbia
$1.26M -$10.3K -200 -0.8%
PFA
295
Pathway Financial Advisers
Indiana
$1.26M -$5.27K -102 -0.4%
DP
296
Dearborn Partners
Illinois
$1.24M +$1.23M +23,778 New
HFA
297
Hershey Financial Advisers
Pennsylvania
$1.23M +$1.22M +23,634 New
AI
298
Atria Investments
North Carolina
$1.22M -$933K -18,056 -43%
BP
299
BBR Partners
New York
$1.22M
NF
300
Nikulski Financial
Iowa
$1.18M -$389K -7,520 -25%