We are live on ! Find out more
NOBL icon

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
OWP
351
ORG Wealth Partners
Texas
$810K -$737K -14,262 -48%
ACM
352
AlphaStar Capital Management
North Carolina
$809K +$4.13K +80 +0.5%
PA
353
Parallel Advisors
California
$802K +$414 +8 +0.1%
National Bank of Canada
354
National Bank of Canada
Quebec, Canada
$797K -$21.2K -410 -3%
CWS
355
Confluence Wealth Services
Pennsylvania
$796K
AWA
356
Arkadios Wealth Advisors
Georgia
$793K -$107K -2,062 -12%
KPWG
357
KFA Private Wealth Group
Virginia
$792K +$207K +3,998 +36%
CSI
358
Cross Staff Investments
New York
$790K +$15.5K +300 +2%
KA
359
Kozak & Associates
Colorado
$787K -$142K -2,738 -16%
MF
360
Meridian Financial
Massachusetts
$784K +$103 +2 +0%
BW
361
BIP Wealth
Georgia
$781K +$776K +15,012 New
KOMWMG
362
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$781K -$2.17K -42 -0.3%
SW
363
SkyOak Wealth
Michigan
$779K +$22.2K +430 +3%
CPC
364
CFC Planning Company
Indiana
$766K +$169K +3,278 +29%
SC
365
SouthState Corp
Florida
$766K -$649K -12,552 -46%
WCP
366
Wealthcare Capital Partners
Pennsylvania
$761K -$30.5K -590 -4%
KWA
367
Kellett Wealth Advisors
Ohio
$757K
UWPG
368
Ullmann Wealth Partners Group
Florida
$756K -$143K -2,764 -16%
SC
369
Savant Capital
Illinois
$755K -$5.48K -106 -0.7%
BP
370
Ballentine Partners
Massachusetts
$754K
KHCM
371
Kirtland Hills Capital Management
Ohio
$745K +$254K +4,914 +52%
CRWM
372
Castle Rock Wealth Management
California
$745K +$1.14K +22 +0.2%
BMC
373
Benin Management Corp
Connecticut
$739K
FWP
374
FAS Wealth Partners
Kansas
$723K -$10.5K -204 -1%
EB
375
Eastern Bank
Massachusetts
$721K -$1.56M -30,160 -69%