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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
BIG
426
Brooklyn Investment Group
New York
$567K +$558K +10,804 New
NPT
427
National Philanthropic Trust
Pennsylvania
$567K
DWM
428
Denver Wealth Management
Colorado
$564K +$2.58K +50 +0.5%
MPW
429
Melone Private Wealth
Michigan
$562K
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$562K -$27.9K -540 -5%
RCWM
431
Red Crane Wealth Management
California
$560K -$1.86K -36 -0.3%
JJBC
432
James J. Burns & Company
New York
$557K +$207K +4,004 +60%
Millennium Management
433
Millennium Management
New York
$556K +$182K +3,528 +49%
SPWG
434
Syntegra Private Wealth Group
Missouri
$554K +$26.6K +514 +5%
FPAS
435
Focus Partners Advisor Solutions
Missouri
$553K -$700K -13,548 -56%
IA
436
Integrity Alliance
Iowa
$552K +$343K +6,632 +167%
WCM
437
Whitener Capital Management
North Carolina
$549K +$20.4K +394 +4%
GK
438
Graney & King
New York
$546K -$3.83K -74 -0.7%
OAS
439
Optivise Advisory Services
Tennessee
$529K +$143K +2,772 +37%
RWM
440
Riverbend Wealth Management
South Carolina
$523K
DE
441
Diversified Enterprises
Delaware
$520K -$5.58K -108 -1%
VC
442
Veracity Capital
Georgia
$518K -$41.6K -804 -7%
Brown Advisory
443
Brown Advisory
Maryland
$516K +$10.9K +210 +2%
AF
444
Advisornet Financial
Minnesota
$515K -$25.8K -500 -5%
OIA
445
OneDigital Investment Advisors
Kansas
$515K +$17.6K +340 +4%
AWA
446
Acorn Wealth Advisors
Michigan
$510K +$2.48K +48 +0.5%
PWP
447
Principle Wealth Partners
Connecticut
$510K -$24.5K -474 -5%
GC
448
Guidance Capital
Kentucky
$508K -$222K -4,292 -32%
TAM
449
Tocqueville Asset Management
New York
$506K +$116K +2,250 +30%
WWC
450
Waypoint Wealth Counsel
Georgia
$506K -$20.9K -404 -4%