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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
CWS
351
Confluence Wealth Services
Pennsylvania
$808K -$2.19K -40 -0.3%
HWM
352
HB Wealth Management
Georgia
$807K -$83.7K -1,526 -9%
CSI
353
Cross Staff Investments
New York
$806K +$767 +14 +0.1%
ACM
354
AlphaStar Capital Management
North Carolina
$805K -$18.9K -344 -2%
HIA
355
Harbor Investment Advisory
Maryland
$800K -$36.8K -672 -4%
Bessemer Group
356
Bessemer Group
New Jersey
$791K +$473K +8,626 +137%
UWPG
357
Ullmann Wealth Partners Group
Florida
$789K
KOMWMG
358
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$786K -$10.3K -188 -1%
KPWG
359
KFA Private Wealth Group
Virginia
$783K -$24K -438 -3%
OCWP
360
Owl Creek Wealth Partners
Colorado
$781K +$807K +14,730 New
WCP
361
Wealthcare Capital Partners
Pennsylvania
$774K -$987 -18 -0.1%
BP
362
Ballentine Partners
Massachusetts
$768K
SC
363
Savant Capital
Illinois
$764K -$5.37K -98 -0.7%
KWA
364
Kellett Wealth Advisors
Ohio
$761K -$11K -200 -1%
KA
365
Kozak & Associates
Colorado
$756K -$35.9K -654 -4%
MF
366
Montis Financial
Massachusetts
$750K +$17K +310 +2%
FWP
367
FAS Wealth Partners
Kansas
$734K -$2.3K -42 -0.3%
BIG
368
Brooklyn Investment Group
New York
$729K +$162K +2,956 +27%
AF
369
ASL Financial
California
$729K -$1.65K -30 -0.2%
HAS
370
HBW Advisory Services
California
$727K +$101K +1,848 +16%
CL
371
CVFG LLC
Indiana
$723K +$748K +13,646 New
OWA
372
Octavia Wealth Advisors
Ohio
$723K +$39.1K +714 +6%
BFA
373
Beaumont Financial Advisors
Massachusetts
$723K -$4.17K -76 -0.6%
MAG
374
M3 Advisory Group
Massachusetts
$721K +$17.2K +314 +2%
CRWM
375
Castle Rock Wealth Management
California
$721K +$9.21K +168 +1%