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ProShares S&P 500 Dividend Aristocrats ETF

750 hedge funds and large institutions have $5.42B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 264 increasing their positions, 293 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

4% less capital invested

Capital invested by funds: $5.66B → $5.42B (-$244M)

10% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 293

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

Holders
750
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.4M
Puts
$4.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
401
J.W. Coons Advisors
Ohio
$602K
KCFA
402
Key Client Fiduciary Advisors
New Jersey
$597K
NW
403
NewEdge Wealth
Pennsylvania
$595K
WA
404
Wealth Alliance
New York
$586K
VNA
405
Valley National Advisers
Pennsylvania
$585K
CA
406
CoreCap Advisors
Michigan
$585K
PHWM
407
Pine Harbor Wealth Management
Maryland
$575K
LAM
408
Lewis Asset Management
California
$574K
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$570K
RCWM
410
Red Crane Wealth Management
California
$567K
LCM
411
LVM Capital Management
Michigan
$567K
CAAS
412
Capital Asset Advisory Services
Michigan
$566K
BFW
413
Brady Family Wealth
Missouri
$564K
IWA
414
Invera Wealth Advisors
Oregon
$562K
IAG
415
Investment Advisory Group
Massachusetts
$562K
GS
416
GWN Securities
Florida
$559K
FT
417
Fiduciary Trust
Massachusetts
$555K
BST
418
Bath Savings Trust
Maine
$549K
CPC
419
CFC Planning Company
Indiana
$546K
MAWCM
420
Mine & Arao Wealth Creation & Management
California
$545K
AA
421
Advisory Alpha
Michigan
$545K
VC
422
Veracity Capital
Georgia
$543K
GFP
423
Gryphon Financial Partners
Ohio
$543K
PA
424
Promethium Advisors
Maryland
$543K
MPW
425
Melone Private Wealth
Michigan
$542K