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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
1
Carrera Capital Advisors
Michigan
$29.4M
2
MSCM
2
McElhenny Sheffield Capital Management
Texas
$11.7M
3
LPL Financial
3
LPL Financial
California
$329M
4
GS
4
GTS Securities
New York
$12.3M
5
BI
5
Ballast Inc
Kentucky
$8.19M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.09B
2
BCM
2
Brookstone Capital Management
Illinois
$7.84M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$904K
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$5.58M
5
FWM
5
ForthRight Wealth Management
Georgia
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$682K +$110K +1,096 +19%
FA
377
Fountainhead AM
New Jersey
$682K +$70.6K +701 +12%
Brown Advisory
378
Brown Advisory
Maryland
$679K – – –
LWM
379
LongView Wealth Management
Georgia
$675K +$15K +149 +2%
Jane Street
380
Jane Street
New York
$663K +$663K +6,579 New
HAS
381
HBW Advisory Services
California
$655K +$311K +3,090 +91%
MNBTD
382
Moody National Bank Trust Division
Texas
$648K – – –
BCG
383
Bravias Capital Group
New Jersey
$641K +$2.72K +27 +0.4%
PH
384
Pinnacle Holdings
Oklahoma
$640K +$230K +2,282 +56%
SFC
385
Swisher Financial Concepts
Ohio
$638K -$13.9K -138 -2%
GXJ
386
Global X Japan
Japan
$636K -$4.62M -45,844 -88%
OWA
387
Octavia Wealth Advisors
Ohio
$632K +$150K +1,482 +31%
HWMO
388
Heritage Wealth Management (Ohio)
Ohio
$621K +$3.32K +33 +0.5%
DE
389
Diversified Enterprises
Delaware
$616K -$9.87K -98 -2%
MAG
390
M3 Advisory Group
Massachusetts
$614K +$15.8K +157 +3%
RIA
391
Regal Investment Advisors
Michigan
$612K -$42K -417 -6%
MGWM
392
Marks Group Wealth Management
Minnesota
$611K – – –
USCWA
393
U.S. Capital Wealth Advisors
Texas
$609K -$249K -2,477 -29%
LA
394
Latitude Advisors
Florida
$606K – – –
MG
395
McHugh Group
Ohio
$604K +$604K +6,000 New
PWA
396
Provenance Wealth Advisors
Florida
$603K – – –
AAS
397
Annex Advisory Services
Wisconsin
$603K -$141K -1,398 -19%
HWM
398
HB Wealth Management
Georgia
$602K -$429K -4,258 -42%
JWCA
399
J.W. Coons Advisors
Ohio
$602K -$76K -755 -11%
KCFA
400
Key Client Fiduciary Advisors
New Jersey
$597K +$15.5K +154 +3%
14 15
16
17 18