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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

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

0% more funds holding

Funds holding: 815817 (+2)

2% less capital invested

Capital invested by funds: $5.3B → $5.21B (-$96.5M)

1.26% less ownership

Funds ownership: 95.45%94.19% (-1.3%)

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
+2
Holders Change %
+0.25%
% of All Funds
10.06%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.46%
New
64
Increased
262
Reduced
324
Closed
46
Calls
$11M
Puts
$19.6M
Net Calls
-$8.63M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NPT
426
National Philanthropic Trust
Pennsylvania
$577K
MPW
427
Melone Private Wealth
Michigan
$573K
BPA
428
Beacon Pointe Advisors
California
$571K +$108K +1,972 +22%
ACIM
429
Azimuth Capital Investment Management
Michigan
$570K +$133K +2,430 +29%
KFAS
430
Keating Financial Advisory Services
Kansas
$569K +$210K +3,834 +56%
FDCDDQ
431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$568K -$4.93K -90 -0.8%
IA
432
Integrity Alliance
Iowa
$567K +$4.93K +90 +0.8%
SPWG
433
Syntegra Private Wealth Group
Missouri
$566K +$2.08K +38 +0.4%
JJBC
434
James J. Burns & Company
New York
$565K -$1.97K -36 -0.3%
FT
435
Fiduciary Trust
Massachusetts
$565K -$19.7K -360 -3%
AAS
436
Ameritas Advisory Services
Nebraska
$561K -$111K -2,026 -16%
GK
437
Graney & King
New York
$559K +$2.85K +52 +0.5%
PS
438
Principal Securities
Iowa
$552K +$47K +858 +9%
SFC
439
Swisher Financial Concepts
Ohio
$552K -$38.6K -704 -6%
VC
440
Veracity Capital
Georgia
$552K +$24.4K +446 +4%
EA
441
Eclectic Associates
California
$551K -$328K -5,992 -37%
VNA
442
Valley National Advisers
Pennsylvania
$548K -$47.7K -870 -8%
LA
443
Lifeworks Advisors
Michigan
$541K +$32.3K +590 +6%
AAS
444
Annex Advisory Services
Wisconsin
$538K -$69.5K -1,268 -11%
CWM
445
Cornerstone Wealth Management
Missouri
$536K +$23.2K +424 +4%
RWM
446
Riverbend Wealth Management
South Carolina
$532K
FIA
447
Foundations Investment Advisors
Arizona
$532K -$7.93M -144,722 -94%
OIA
448
OneDigital Investment Advisors
Kansas
$527K +$2.19K +40 +0.4%
TCWA
449
Turtle Creek Wealth Advisors
Texas
$523K +$540K +9,858 New
PFA
450
Perryman Financial Advisory
Texas
$522K +$111K +2,024 +26%