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ProShares S&P 500 Dividend Aristocrats ETF

764 hedge funds and large institutions have $5.6B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 335 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $3.99M | Put options by funds: $1.17M

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

2.5% more ownership

Funds ownership: 95.17%97.66% (+2.5%)

3% more capital invested

Capital invested by funds: $5.42B → $5.6B (+$182M)

1% more funds holding

Funds holding: 758764 (+6)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

28% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 335

Holders
764
Holders Change
+6
Holders Change %
+0.79%
% of All Funds
10.03%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.39%
New
48
Increased
242
Reduced
335
Closed
32
Calls
$3.99M
Puts
$1.17M
Net Calls
+$2.82M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
376
Spreng Capital Management
Ohio
$693K -$269K -5,200 -28%
CRWM
377
Castle Rock Wealth Management
California
$691K -$8.9K -172 -1%
SWIG
378
Strategic Wealth Investment Group
Kentucky
$680K +$680K +13,142 +23,468%
HAS
379
HBW Advisory Services
California
$679K +$8.9K +172 +1%
LSIA
380
LaSalle St. Investment Advisors
Illinois
$678K +$681K +13,164 New
WWMSC
381
Wagner Wealth Management (South Carolina)
South Carolina
$669K -$360K -6,952 -35%
MAG
382
M3 Advisory Group
Massachusetts
$668K +$39.9K +772 +6%
MNBTD
383
Moody National Bank Trust Division
Texas
$663K
PH
384
Pinnacle Holdings
Oklahoma
$656K +$103 +2 +0%
FA
385
Fountainhead AM
New Jersey
$648K -$50K -966 -7%
MIH
386
Meitav Investment House
Israel
$644K -$322K -6,228 -33%
HWMO
387
Heritage Wealth Management (Ohio)
Ohio
$629K -$7.35K -142 -1%
MGWM
388
Marks Group Wealth Management
Minnesota
$625K
USCWA
389
U.S. Capital Wealth Advisors
Texas
$624K
MG
390
McHugh Group
Ohio
$620K +$1.14K +22 +0.2%
PWA
391
Provenance Wealth Advisors
Florida
$617K
RIA
392
Regal Investment Advisors
Michigan
$610K -$16.6K -320 -3%
HP
393
HT Partners
Connecticut
$608K +$62.8K +1,214 +11%
LMKC
394
L.M. Kohn & Company
Ohio
$606K +$116K +2,240 +24%
LA
395
Latitude Advisors
Florida
$603K -$18K -348 -3%
EGM
396
Engineers Gate Manager
New York
$601K -$98.9K -1,912 -14%
AAS
397
Annex Advisory Services
Wisconsin
$600K -$16.3K -316 -3%
LAM
398
Lewis Asset Management
California
$598K +$10.5K +202 +2%
KCFA
399
Key Client Fiduciary Advisors
New Jersey
$596K -$15.3K -296 -2%
CPC
400
CFC Planning Company
Indiana
$590K +$31.6K +610 +6%