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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
9.91%
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
MPCA
301
Madison Park Capital Advisors
Washington
$1.18M +$4.86K +94 +0.4%
VA
302
Valmark Advisers
Ohio
$1.17M +$17.6K +340 +2%
HIS
303
Harvest Investment Services
Illinois
$1.16M -$3.9M -75,532 -77%
MGIA
304
Moneta Group Investment Advisors
Missouri
$1.16M +$23.8K +460 +2%
FWWM
305
Fiscal Wisdom Wealth Management
Connecticut
$1.14M -$9.72K -188 -0.9%
WA
306
Walsh & Associates
Florida
$1.12M +$1.11M +21,568 New
FPL
307
Fortress Private Ledger
North Carolina
$1.11M +$103 +2 +0%
SRPTWM
308
Split Rock Private Trading & Wealth Management
Minnesota
$1.11M +$1.1M +21,346 New
IA
309
IFP Advisors
Florida
$1.1M -$58.3K -1,128 -5%
TCWM
310
Total Clarity Wealth Management
Illinois
$1.1M -$8.68K -168 -0.8%
WAP
311
Wealthcare Advisory Partners
Pennsylvania
$1.07M -$592K -11,448 -36%
MCCP
312
Mission Creek Capital Partners
California
$1.07M -$150K -2,904 -12%
PPC
313
Park Place Capital
Alabama
$1.05M -$2.17K -42 -0.2%
SFS
314
Sowell Financial Services
Arkansas
$1.05M +$8.89K +172 +0.9%
STA
315
Summit Trail Advisors
New York
$1.04M -$118K -2,290 -10%
JWM
316
Jeppson Wealth Management
California
$1.03M -$12.9K -250 -1%
Northern Trust
317
Northern Trust
Illinois
$1.02M -$261K -5,042 -20%
PTP
318
Platform Technology Partners
New York
$1.01M -$7.55K -146 -0.7%
NS
319
NBC Securities
Alabama
$1.01M -$15.7K -304 -2%
EA
320
Enclave Advisors
Texas
$1.01M -$1.16M -22,408 -54%
CD
321
Chapin Davis
Maryland
$1.01M +$103 +2 +0%
SG
322
StoneX Group
New York
$992K +$189K +3,654 +24%
MAM
323
MMA Asset Management
Pennsylvania
$991K +$1.65K +32 +0.2%
1SB
324
1ST Source Bank
Indiana
$981K
EFMC
325
Empire Financial Management Company
New York
$976K +$1.14K +22 +0.1%