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ProShares S&P 500 Dividend Aristocrats ETF

817 hedge funds and large institutions have $5.21B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 262 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

0% more funds holding

Funds holding: 815817 (+2)

2% less capital invested

Capital invested by funds: $5.3B → $5.21B (-$96.5M)

1.26% less ownership

Funds ownership: 95.45%94.19% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

19% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 324

44% less call options, than puts

Call options by funds: $11M | Put options by funds: $19.6M

Holders
817
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
10.06%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.46%
New
64
Increased
262
Reduced
324
Closed
46
Calls
$11M
Puts
$19.6M
Net Calls
-$8.63M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
301
WealthPlan Investment Management
Nebraska
$1.2M +$1.25M +22,732 New
VA
302
Valmark Advisers
Ohio
$1.2M +$7.78K +142 +0.6%
HPWM
303
High Point Wealth Management
New Jersey
$1.2M -$201K -3,668 -14%
SFSG
304
Sound Financial Strategies Group
Mississippi
$1.19M -$225K -4,104 -16%
TCWM
305
Total Clarity Wealth Management
Illinois
$1.18M +$59.4K +1,084 +5%
FPL
306
Fortress Private Ledger
North Carolina
$1.17M +$38.3K +698 +3%
MGIA
307
Moneta Group Investment Advisors
Missouri
$1.15M -$34.6K -632 -3%
HIS
308
Harvest Investment Services
Illinois
$1.14M -$42.5K -776 -3%
FWWM
309
Fiscal Wisdom Wealth Management
Connecticut
$1.13M -$34.4K -628 -3%
WA
310
Walsh & Associates
Florida
$1.12M -$27.1K -494 -2%
SFS
311
Sowell Financial Services
Arkansas
$1.09M +$23K +420 +2%
PAS
312
PKS Advisory Services
New York
$1.09M -$496K -9,044 -31%
CD
313
Chapin Davis
Maryland
$1.08M +$56.8K +1,036 +5%
CF
314
Claris Financial
Virginia
$1.08M +$196K +3,568 +21%
PPC
315
Park Place Capital
Alabama
$1.07M +$329 +6 +0%
Northern Trust
316
Northern Trust
Illinois
$1.07M +$26.5K +484 +2%
BCM
317
Bienville Capital Management
New York
$1.04M -$645K -11,768 -37%
PTP
318
Platform Technology Partners
New York
$1.03M +$329 +6 +0%
NS
319
NBC Securities
Alabama
$1.03M -$1.75K -32 -0.2%
FCCM
320
First City Capital Management
Georgia
$1.03M +$87.7K +1,600 +9%
JWM
321
Jeppson Wealth Management
California
$1.01M -$41.3K -754 -4%
IAA
322
Independent Advisor Alliance
North Carolina
$1M +$1.03M +18,866 New
SI
323
Stephens Inc
Arkansas
$997K -$824K -15,034 -44%
EFMC
324
Empire Financial Management Company
New York
$995K +$987 +18 +0.1%
MAM
325
MMA Asset Management
Pennsylvania
$992K -$18.5K -338 -2%