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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 %
AWA
351
Arkadios Wealth Advisors
Georgia
$800K +$258K +2,565 +48%
BlackRock
352
BlackRock
New York
$784K -$46.9K -466 -6%
CSP
353
Cary Street Partners
Virginia
$783K -$5.64K -56 -0.7%
PA
354
Parallel Advisors
California
$780K -$19.9K -198 -2%
WCP
355
Wealthcare Capital Partners
Pennsylvania
$759K +$27.5K +273 +4%
SG
356
StoneX Group
New York
$758K +$14.7K +145 +2%
CAWM
357
Capital Advisors Wealth Management
Washington
$755K +$114K +1,129 +18%
KOMWMG
358
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$754K -$8.56K -85 -1%
UWPG
359
Ullmann Wealth Partners Group
Florida
$749K – – –
PS
360
Principal Securities
Iowa
$741K -$283K -2,809 -28%
SW
361
SkyOak Wealth
Michigan
$738K +$27.7K +275 +4%
CAM
362
Clark Asset Management
New Hampshire
$734K +$734K +7,289 New
KV
363
Kickstand Ventures
New York
$733K -$5.16M -51,248 -88%
GC
364
Guidance Capital
Kentucky
$720K +$12.1K +120 +2%
CF
365
Claris Financial
Virginia
$719K +$147K +1,455 +26%
BMC
366
Benin Management Corp
Connecticut
$715K – – –
WIM
367
WealthPlan Investment Management
Nebraska
$711K -$97.9K -972 -12%
FWP
368
FAS Wealth Partners
Kansas
$709K -$24.2K -240 -3%
KPWG
369
KFA Private Wealth Group
Virginia
$703K +$2.92K +29 +0.4%
CRWM
370
Castle Rock Wealth Management
California
$699K -$34.3K -334 -5%
BFA
371
Beaumont Financial Advisors
Massachusetts
$692K +$101 +1 +0%
CSI
372
Cross Staff Investments
New York
$690K -$41.8K -415 -6%
CL
373
Choreo LLC
Illinois
$686K -$50.2K -496 -7%
EGM
374
Engineers Gate Manager
New York
$684K +$684K +6,791 New
KWA
375
Kellett Wealth Advisors
Ohio
$682K +$155K +1,540 +29%
13 14
15
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