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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
KCFA
401
Key Client Fiduciary Advisors
New Jersey
$627K +$24.9K +482 +4%
MG
402
McHugh Group
Ohio
$626K +$620 +12 +0.1%
SWIG
403
Strategic Wealth Investment Group
Kentucky
$624K -$62.5K -1,210 -9%
PWA
404
Provenance Wealth Advisors
Florida
$623K
LA
405
Latitude Advisors
Florida
$623K +$14.2K +274 +2%
CA
406
CoreCap Advisors
Michigan
$619K +$33.1K +640 +6%
HAS
407
HBW Advisory Services
California
$617K -$67.9K -1,314 -10%
RIA
408
Regal Investment Advisors
Michigan
$614K -$2.38K -46 -0.4%
HP
409
HT Partners
Connecticut
$614K
YIH
410
Y-Intercept (HK)
Hong Kong
$611K +$607K +11,742 New
MA
411
Montag & Associates
Georgia
$609K +$259K +5,008 +75%
VCM
412
Vines Capital Management
Louisiana
$606K +$602K +11,650 New
CAAS
413
Capital Asset Advisory Services
Michigan
$595K +$73.1K +1,414 +14%
AAS
414
Annex Advisory Services
Wisconsin
$594K -$12K -232 -2%
LAM
415
Lewis Asset Management
California
$593K -$10.2K -198 -2%
PHWM
416
Pine Harbor Wealth Management
Maryland
$591K -$1.14K -22 -0.2%
WA
417
Wealth Alliance
New York
$589K +$2.79K +54 +0.5%
VNA
418
Valley National Advisers
Pennsylvania
$583K -$103 -2 -0%
BFW
419
Brady Family Wealth
Missouri
$582K
SFC
420
Swisher Financial Concepts
Ohio
$578K -$2.48K -48 -0.4%
GC
421
Guilbault Capital
Louisiana
$575K +$571K +11,044 New
FT
422
Fiduciary Trust
Massachusetts
$574K
CAL
423
Capital Analysts LLC
Pennsylvania
$572K +$210K +4,066 +59%
MAWCM
424
Mine & Arao Wealth Creation & Management
California
$570K +$2.58K +50 +0.5%
BST
425
Bath Savings Trust
Maine
$569K +$7.75K +150 +1%