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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
Jones Financial Companies
26
Jones Financial Companies
Missouri
$27M +$2.72M +49,546 +11%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$24.2M +$4.75M +86,656 +23%
CCA
28
Carrera Capital Advisors
Michigan
$23.8M -$12M -218,964 -33%
PWSG
29
Pacific Wealth Strategies Group
California
$20.8M +$615K +11,210 +3%
LWMNY
30
Landmark Wealth Management (New York)
New York
$20.1M +$3.15M +57,486 +18%
TWC
31
TD Waterhouse Canada
Ontario, Canada
$19.5M +$333K +6,072 +2%
TFA
32
Toth Financial Advisory
Virginia
$18.4M -$222K -4,054 -1%
FWM
33
ForthRight Wealth Management
Georgia
$18.2M -$1.6M -29,264 -8%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$18M +$691K +12,600 +4%
AQR Capital Management
35
AQR Capital Management
Connecticut
$18M +$103K +1,872 +0.6%
WA
36
Waverly Advisors
Alabama
$17.6M +$3.38M +61,612 +23%
MSCM
37
McElhenny Sheffield Capital Management
Texas
$17.1M +$4.71M +85,886 +36%
SMC
38
Smith, Moore & Co
Missouri
$16.7M +$977K +17,814 +6%
P
39
&Partners
Tennessee
$16.5M +$140K +2,550 +0.8%
HFS
40
Hantz Financial Services
Michigan
$16.2M -$1.29M -23,442 -7%
SA
41
Sanctuary Advisors
Indiana
$16.1M -$11.5M -210,538 -41%
Goldman Sachs
42
Goldman Sachs
New York
$15.4M +$4.98M +90,764 +45%
MYIA
43
Mount Yale Investment Advisors
Colorado
$15.4M +$2.33M +42,488 +17%
NA
44
NewEdge Advisors
Louisiana
$15.4M -$844K -15,396 -5%
HighTower Advisors
45
HighTower Advisors
Illinois
$15.4M -$162K -2,948 -1%
EH
46
Equitable Holdings
New York
$15.1M -$1.14M -20,816 -7%
Truist Financial
47
Truist Financial
North Carolina
$15M -$2.26M -41,316 -13%
VAS
48
Vestmark Advisory Solutions
Massachusetts
$15M +$2.09M +38,196 +16%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$13.5M -$182K -3,316 -1%
PAG
50
Private Advisor Group
New Jersey
$13.3M -$1.22M -22,266 -8%