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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
Citadel Advisors
326
Citadel Advisors
Florida
$949K +$123K +2,374 +15%
WT
327
Whittier Trust
California
$947K
AWMT
328
AAFMAA Wealth Management & Trust
North Carolina
$947K
VWS
329
Virtus Wealth Solutions
New Jersey
$946K +$5.89K +114 +0.6%
MFF
330
Michels Family Financial
Texas
$936K -$6.82K -132 -0.7%
FCCM
331
First City Capital Management
Georgia
$926K +$455K +8,810 +98%
PPWM
332
Paragon Private Wealth Management
Kentucky
$916K -$120K -2,322 -12%
GAM
333
Gemmer Asset Management
California
$913K
EGM
334
Engineers Gate Manager
New York
$907K +$297K +5,754 +49%
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$904K +$562K +10,878 +167%
TPCW
336
TD Private Client Wealth
New York
$877K +$293K +5,678 +51%
CCP
337
Carmel Capital Partners
California
$875K -$154K -2,980 -15%
CF
338
Claris Financial
Virginia
$873K +$60.4K +1,168 +7%
BRWA
339
B. Riley Wealth Advisors
Florida
$873K -$45.1K -872 -5%
HWM
340
HB Wealth Management
Georgia
$872K +$16.1K +312 +2%
BWA
341
BlueChip Wealth Advisors
Georgia
$859K -$117K -2,262 -12%
FFN
342
Focus Financial Network
Minnesota
$857K -$41.8K -808 -5%
EA
343
Eclectic Associates
California
$853K -$647K -12,516 -43%
SW
344
SlateStone Wealth
Florida
$851K -$61K -1,180 -7%
EW
345
Element Wealth
Mississippi
$851K -$620 -12 -0.1%
NW
346
NewEdge Wealth
Pennsylvania
$843K
CA
347
Cornerstone Advisory
Maryland
$835K
CSP
348
Cary Street Partners
Virginia
$832K +$10.3K +200 +1%
PAG
349
Paladin Advisory Group
Iowa
$828K -$38.4K -742 -4%
HIA
350
Harbor Investment Advisory
Maryland
$820K +$26.4K +510 +3%