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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
CWM
451
Cornerstone Wealth Management
Missouri
$504K +$70.7K +1,368 +16%
LA
452
Lifeworks Advisors
Michigan
$500K -$39.1K -756 -7%
PS
453
Principal Securities
Iowa
$498K -$43.9K -850 -8%
PVI
454
Pine Valley Investments
New Jersey
$495K -$20.7K -400 -4%
FCM
455
Family Capital Management
Michigan
$491K +$1.14K +22 +0.2%
NWMG
456
National Wealth Management Group
Ohio
$491K
First Trust Advisors
457
First Trust Advisors
Illinois
$489K +$195K +3,776 +67%
QFW
458
QTR Family Wealth
Florida
$487K -$386K -7,458 -47%
SS
459
Sunbelt Securities
Texas
$480K -$18.9K -366 -4%
AL
460
Aspiriant LLC
California
$479K -$10.2K -198 -2%
CGA
461
Crescent Grove Advisors
Illinois
$476K
CCIA
462
Cherry Creek Investment Advisors
Colorado
$476K -$2.58K -50 -0.5%
RIA
463
Realta Investment Advisors
Delaware
$474K -$24.5K -474 -5%
PCIG
464
Partners Capital Investment Group
Massachusetts
$473K
SAW
465
Signal Advisors Wealth
Michigan
$472K +$114K +2,214 +32%
LFS
466
Legacy Financial Strategies
Kansas
$466K -$103 -2 -0%
KFGK
467
Keystone Financial Group (Kentucky)
Kentucky
$466K +$10.6K +206 +2%
BFWA
468
Benchmark Financial Wealth Advisors
Florida
$459K -$492K -9,526 -52%
BPA
469
Beacon Pointe Advisors
California
$458K +$25.8K +500 +6%
GC
470
Granville Capital
North Carolina
$457K +$454K +8,778 New
FLPIM
471
F.L. Putnam Investment Management
Massachusetts
$453K -$133K -2,582 -23%
SAG
472
SageView Advisory Group
California
$450K -$68.1K -1,318 -13%
WWM
473
Western Wealth Management
Colorado
$447K +$106K +2,044 +31%
NHC
474
Nicholas Hoffman & Company
Georgia
$444K -$48.6K -940 -10%
IAG
475
Investment Advisory Group
Massachusetts
$443K -$136K -2,636 -24%