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ProShares S&P 500 Dividend Aristocrats ETF

817 hedge funds and large institutions have $5.21B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 262 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

19% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 324

44% less call options, than puts

Call options by funds: $11M | Put options by funds: $19.6M

Holders
817
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11M
Puts
$19.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HP
401
HT Partners
Connecticut
$636K
HWMO
402
Heritage Wealth Management (Ohio)
Ohio
$633K
5NPW
403
55 North Private Wealth
Florida
$633K
RIA
404
Regal Investment Advisors
Michigan
$629K
KCFA
405
Key Client Fiduciary Advisors
New Jersey
$628K
MA
406
Montag & Associates
Georgia
$620K
VCM
407
Vines Capital Management
Louisiana
$618K
PWA
408
Provenance Wealth Advisors
Florida
$615K
CAAS
409
Capital Asset Advisory Services
Michigan
$614K
SWIG
410
Strategic Wealth Investment Group
Kentucky
$613K
LAM
411
Lewis Asset Management
California
$607K
EIA
412
Eldridge Investment Advisors
New Hampshire
$606K
BCI
413
Brinker Capital Investments
Pennsylvania
$605K
PHWM
414
Pine Harbor Wealth Management
Maryland
$605K
KFGK
415
Keystone Financial Group (Kentucky)
Kentucky
$602K
LA
416
Latitude Advisors
Florida
$599K
ACA
417
Aptus Capital Advisors
Alabama
$599K
CAL
418
Capital Analysts LLC
Pennsylvania
$597K
1SB
419
1ST Source Bank
Indiana
$596K
WA
420
Wealth Alliance
New York
$593K
BFW
421
Brady Family Wealth
Missouri
$593K
DWM
422
Denver Wealth Management
Colorado
$590K
BST
423
Bath Savings Trust
Maine
$588K
GFP
424
Gryphon Financial Partners
Ohio
$585K
MAWCM
425
Mine & Arao Wealth Creation & Management
California
$581K