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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
9.92%
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
SAM
26
Silvercrest Asset Management
New York
$26.9M +$26.7M +516,334 New
SA
27
Sanctuary Advisors
Indiana
$26.8M +$133K +2,570 +0.5%
Stifel Financial
28
Stifel Financial
Missouri
$26.4M -$746K -14,438 -3%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$24.3M +$2.62M +50,612 +12%
PWSG
30
Pacific Wealth Strategies Group
California
$19.8M +$980K +18,964 +5%
FWM
31
ForthRight Wealth Management
Georgia
$19.3M -$3.46M -66,922 -15%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$19.3M -$4.66M -90,218 -20%
TWC
33
TD Waterhouse Canada
Ontario, Canada
$18.9M -$723K -13,992 -4%
TFA
34
Toth Financial Advisory
Virginia
$18.3M +$571K +11,046 +3%
AQR Capital Management
35
AQR Capital Management
Connecticut
$17.5M +$517K +10,006 +3%
HFS
36
Hantz Financial Services
Michigan
$17.1M -$1.65M -31,914 -9%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$17M -$3.98M -77,020 -19%
Truist Financial
38
Truist Financial
North Carolina
$16.9M -$5.17M -100,028 -24%
GEA
39
Glen Eagle Advisors
New Jersey
$16.7M -$683K -13,220 -4%
LWMNY
40
Landmark Wealth Management (New York)
New York
$16.7M -$1.61M -31,060 -9%
EH
41
Equitable Holdings
New York
$16.1M -$209K -4,042 -1%
P
42
&Partners
Tennessee
$16M -$2.1M -40,634 -12%
NA
43
NewEdge Advisors
Louisiana
$15.9M -$955K -18,468 -6%
SMC
44
Smith, Moore & Co
Missouri
$15.5M +$7.65K +148 +0%
HighTower Advisors
45
HighTower Advisors
Illinois
$15.2M +$559K +10,818 +4%
Cerity Partners
46
Cerity Partners
New York
$14.3M -$18.3M -353,724 -56%
PAG
47
Private Advisor Group
New Jersey
$14.2M -$1.02M -19,828 -7%
WA
48
Waverly Advisors
Alabama
$14M +$1.97M +38,036 +16%
GIO
49
Galilei Investment Office
United Kingdom
$14M
QIM
50
Quest Investment Management
Oregon
$13.6M +$778K +15,050 +6%