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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

741 hedge funds and large institutions have $5.39B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 262 increasing their positions, 290 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
9.94%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
49
Increased
262
Reduced
290
Closed
49
Calls
$4.4M
Puts
$4.45M
Net Calls
-$50K
Net Calls Change
+$83K

Top Buyers

1
CCA
Carrera Capital Advisors
Michigan
$29.4M
2
MSCM
McElhenny Sheffield Capital Management
Texas
$11.7M
3
LPL Financial
LPL Financial
California
$329M
4
GS
GTS Securities
New York
$12.3M
5
BI
Ballast Inc
Kentucky
$8.19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.09B
2
BCM
Brookstone Capital Management
Illinois
$7.84M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$904K
4
PCIA
Prime Capital Investment Advisors
Kansas
$5.58M
5
FWM
ForthRight Wealth Management
Georgia
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIG
451
Partners Capital Investment Group
Massachusetts
$457K -$457K -4,543 -50%
ACIM
452
Azimuth Capital Investment Management
Michigan
$457K -$37.8K -375 -8%
NFSG
453
Newbridge Financial Services Group
Florida
$455K +$449K +4,461 +7,313%
AF
454
Advisornet Financial
Minnesota
$455K -$160K -1,593 -26%
LFAS
455
Level Four Advisory Services
Texas
$454K -$229K -2,275 -34%
HPBT
456
Hickory Point Bank & Trust
Illinois
$453K – – –
EWM
457
Empirical Wealth Management
Washington
$453K -$57.4K -570 -11%
DF
458
Define Financial
California
$450K +$61.9K +615 +16%
RIA
459
Realta Investment Advisors
Delaware
$449K -$5.14K -51 -1%
Envestnet Portfolio Solutions
460
Envestnet Portfolio Solutions
Illinois
$449K -$277K -2,750 -38%
PWM
461
Prosperity Wealth Management
California
$445K -$175K -1,740 -28%
FFS
462
Founders Financial Securities
Maryland
$442K -$19.6K -195 -4%
LSA
463
Lansing Street Advisors
Pennsylvania
$442K -$936K -9,244 -68%
KFGK
464
Keystone Financial Group (Kentucky)
Kentucky
$440K -$1.61K -16 -0.4%
CWM
465
Cornerstone Wealth Management
Missouri
$438K +$81.9K +813 +23%
SFG
466
Sovereign Financial Group
Connecticut
$432K -$2.82K -28 -0.6%
AWA
467
Arete Wealth Advisors
Illinois
$424K +$424K +4,215 New
OP
468
ORG Partners
Indiana
$422K -$229K -2,234 -35%
JJBC
469
James J. Burns & Company
New York
$422K -$13.1K -130 -3%
JIC
470
Joel Isaacson & Co
New York
$420K +$1.81K +18 +0.4%
Millennium Management
471
Millennium Management
New York
$419K +$419K +4,163 New
QCM
472
QRG Capital Management
Illinois
$416K -$25.7K -255 -6%
SWM
473
Spire Wealth Management
Virginia
$413K +$302 +3 +0.1%
TP
474
Tranquility Partners
Tennessee
$411K -$3.83K -38 -0.9%
CTC
475
Central Trust Company
Missouri
$409K +$13.5K +134 +3%
17 18
19
20 21