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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.09B
2
BCM
Brookstone Capital Management
Illinois
$7.84M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$904K
4
PCIA
Prime Capital Investment Advisors
Kansas
$5.58M
5
FWM
ForthRight Wealth Management
Georgia
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMI
301
F/M Investments
District of Columbia
$1.1M – – –
FPL
302
Fortress Private Ledger
North Carolina
$1.08M -$352K -3,492 -25%
LWA
303
Lowe Wealth Advisors
Maryland
$1.04M -$908K -9,013 -46%
D.E. Shaw & Co
304
D.E. Shaw & Co
New York
$1.04M -$209K -2,072 -17%
PPC
305
Park Place Capital
Alabama
$1.03M -$3.69K -36 -0.4%
FLPIM
306
F.L. Putnam Investment Management
Massachusetts
$1.02M +$297K +2,945 +41%
JWM
307
Jeppson Wealth Management
California
$1.01M -$10.1K -100 -1%
VA
308
Valmark Advisers
Ohio
$1.01M +$217K +2,158 +27%
WWM
309
Wagner Wealth Management
South Carolina
$1M +$3.52K +35 +0.4%
PTP
310
Platform Technology Partners
New York
$990K -$71.9K -714 -7%
Northern Trust
311
Northern Trust
Illinois
$990K -$162K -1,607 -14%
SB
312
Strategic Blueprint
Georgia
$986K -$32.1K -319 -3%
NS
313
NBC Securities
Alabama
$978K -$20.8K -207 -2%
MAM
314
MMA Asset Management
Pennsylvania
$976K +$201 +2 +0%
HI
315
Harbour Investments
Wisconsin
$972K +$386K +3,838 +66%
CD
316
Chapin Davis
Maryland
$963K +$3.32K +33 +0.3%
AAS
317
Ameritas Advisory Services
Nebraska
$956K -$906K -8,994 -49%
SC
318
Scotia Capital
Ontario, Canada
$954K -$3M -29,785 -76%
BFWA
319
Benchmark Financial Wealth Advisors
Florida
$953K +$953K +9,467 New
1SB
320
1ST Source Bank
Indiana
$949K – – –
BWA
321
BlueChip Wealth Advisors
Georgia
$945K -$24.8K -246 -3%
SWA
322
Sax Wealth Advisors
New Jersey
$944K +$584K +5,797 +162%
MIH
323
Meitav Investment House
Israel
$943K +$722K +7,170 +327%
SFS
324
Sowell Financial Services
Arkansas
$942K +$39.1K +388 +4%
EFMC
325
Empire Financial Management Company
New York
$941K +$806 +8 +0.1%
11 12
13
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