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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 %
BAWC
476
Boyce & Associates Wealth Consulting
Texas
$406K +$7.65K +76 +2%
TWP
477
Tempus Wealth Planning
California
$406K – – –
BP
478
Ballentine Partners
Massachusetts
$406K – – –
SW
479
Simplicity Wealth
New Jersey
$403K +$403K +4,002 New
LA
480
LVW Advisors
New York
$402K +$4.13K +41 +1%
PMG
481
ProVise Management Group
Florida
$396K – – –
CCFM
482
Clear Creek Financial Management
Washington
$396K +$2.92K +29 +0.7%
ML
483
McAdam LLC
Pennsylvania
$395K -$1.01K -10 -0.3%
WC
484
Waterloo Capital
Texas
$394K +$1.71K +17 +0.4%
CIA
485
Capital Investment Advisors
Georgia
$391K +$85.3K +847 +28%
SIG
486
Stonegate Investment Group
Alabama
$390K – – –
KFSN
487
Keystone Financial Services (Nebraska)
Nebraska
$390K -$104K -1,035 -21%
YCM
488
Yousif Capital Management
Michigan
$388K -$4.85M -48,139 -93%
GIM
489
Goelzer Investment Management
Indiana
$386K – – –
CAL
490
Capital Advisors Ltd
Ohio
$386K +$805 +8 +0.2%
RAG
491
RIA Advisory Group
Iowa
$383K -$22.7K -225 -6%
Kovitz Investment Group Partners
492
Kovitz Investment Group Partners
Illinois
$376K +$63.2K +627 +20%
HH
493
Hilltop Holdings
Texas
$374K – – –
SP
494
Stablepoint Partners
Massachusetts
$373K +$7.55K +75 +2%
RWM
495
Rockwood Wealth Management
Pennsylvania
$373K -$93.1K -925 -20%
OAS
496
Optivise Advisory Services
Tennessee
$372K +$101 +1 +0%
Fisher Asset Management
497
Fisher Asset Management
Washington
$370K -$20.1K -200 -5%
ECM
498
Evergreen Capital Management
Washington
$370K -$7.09K -70 -2%
UCMOK
499
United Capital Management of KS
Kansas
$362K -$4.23K -42 -1%
BCV
500
Banque Cantonale Vaudoise
Switzerland
$362K – – –
18 19
20
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