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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
MF
376
Montis Financial
Massachusetts
$720K -$9.72K -188 -1%
AF
377
ASL Financial
California
$717K +$712K +13,782 New
CL
378
Choreo LLC
Illinois
$716K
BFA
379
Beaumont Financial Advisors
Massachusetts
$714K +$207 +4 +0%
CIBC World Market
380
CIBC World Market
Ontario, Canada
$706K -$38.4K -742 -5%
MAG
381
M3 Advisory Group
Massachusetts
$692K +$16.6K +322 +2%
KV
382
Kickstand Ventures
New York
$692K -$48.9K -946 -7%
SWM
383
SHP Wealth Management
Massachusetts
$686K +$682K +13,186 New
BCI
384
Brinker Capital Investments
Pennsylvania
$684K -$2.74M -53,020 -80%
WA
385
WESPAC Advisors
California
$683K -$231K -4,460 -25%
WWMSC
386
Wagner Wealth Management (South Carolina)
South Carolina
$678K +$2.38K +46 +0.4%
BCG
387
Bravias Capital Group
New Jersey
$677K -$48.3K -934 -7%
SCM
388
Spreng Capital Management
Ohio
$675K -$24.3K -470 -3%
OWA
389
Octavia Wealth Advisors
Ohio
$673K +$668K +12,932 New
RWP
390
RWA Wealth Partners
Massachusetts
$671K +$301K +5,820 +82%
MNBTD
391
Moody National Bank Trust Division
Texas
$670K
MGWM
392
Marks Group Wealth Management
Minnesota
$664K +$32.7K +632 +5%
PH
393
Pinnacle Holdings
Oklahoma
$662K
AAS
394
Ameritas Advisory Services
Nebraska
$656K -$447K -8,648 -41%
LC
395
Lavelle Capital
California
$655K +$650K +12,580 New
GFP
396
Gryphon Financial Partners
Ohio
$654K +$88.6K +1,714 +16%
IAS
397
Insigneo Advisory Services
Florida
$653K +$649K +12,550 New
LFS
398
Lighthouse Financial Services
California
$644K +$639K +12,370 New
USCWA
399
U.S. Capital Wealth Advisors
Texas
$632K +$2.58K +50 +0.4%
HWMO
400
Heritage Wealth Management (Ohio)
Ohio
$632K -$3.1K -60 -0.5%