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ProShares S&P 500 Dividend Aristocrats ETF

803 hedge funds and large institutions have $5.28B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 252 increasing their positions, 300 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.25% less ownership

Funds ownership: 48.81%47.56% (-1.2%)

6% less capital invested

Capital invested by funds: $5.6B → $5.28B (-$315M)

16% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 300

Holders
803
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.71M
Puts
$1.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
401
HBW Advisory Services
California
$617K
RIA
402
Regal Investment Advisors
Michigan
$614K
HP
403
HT Partners
Connecticut
$614K
YIH
404
Y-Intercept (HK)
Hong Kong
$611K
MA
405
Montag & Associates
Georgia
$609K
VCM
406
Vines Capital Management
Louisiana
$606K
CAAS
407
Capital Asset Advisory Services
Michigan
$595K
AAS
408
Annex Advisory Services
Wisconsin
$594K
LAM
409
Lewis Asset Management
California
$593K
PHWM
410
Pine Harbor Wealth Management
Maryland
$591K
WA
411
Wealth Alliance
New York
$589K
VNA
412
Valley National Advisers
Pennsylvania
$583K
BFW
413
Brady Family Wealth
Missouri
$582K
SFC
414
Swisher Financial Concepts
Ohio
$578K
FT
415
Fiduciary Trust
Massachusetts
$574K
CAL
416
Capital Analysts LLC
Pennsylvania
$572K
MAWCM
417
Mine & Arao Wealth Creation & Management
California
$570K
BST
418
Bath Savings Trust
Maine
$569K
BIG
419
Brooklyn Investment Group
New York
$567K
DWM
420
Denver Wealth Management
Colorado
$564K
MPW
421
Melone Private Wealth
Michigan
$562K
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$562K
RCWM
423
Red Crane Wealth Management
California
$560K
JJBC
424
James J. Burns & Company
New York
$557K
Millennium Management
425
Millennium Management
New York
$556K