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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
APA
476
Astoria Portfolio Advisors
New York
$441K +$402K +7,782 New
TSS
477
Two Sigma Securities
New York
$441K +$438K +8,468 New
QCM
478
QRG Capital Management
Illinois
$440K -$5.27K -102 -1%
JIC
479
Joel Isaacson & Co
New York
$440K +$1.86K +36 +0.4%
SFG
480
Sovereign Financial Group
Connecticut
$438K -$8.99K -174 -2%
LWM
481
LongView Wealth Management
Georgia
$436K
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$433K -$58.3K -1,128 -12%
ACIM
483
Azimuth Capital Investment Management
Michigan
$433K -$7.75K -150 -2%
OP
484
ORG Partners
Indiana
$429K
Daiwa Securities Group
485
Daiwa Securities Group
Japan
$428K +$109K +2,116 +35%
Vanguard Group
486
Vanguard Group
Pennsylvania
$426K +$3.21K +62 +0.8%
HI
487
Hyundai Investments
South Korea
$423K +$417K +8,062 New
TWP
488
Tempus Wealth Planning
California
$420K -$15.9K -308 -4%
AWA
489
Arete Wealth Advisors
Illinois
$415K -$20.7K -400 -5%
GWP
490
Gateway Wealth Partners
Wisconsin
$412K +$410K +7,926 New
CHAM
491
Clear Harbor Asset Management
Connecticut
$412K +$409K +7,908 New
DF
492
Define Financial
California
$410K -$59.5K -1,152 -13%
ML
493
McAdam LLC
Pennsylvania
$409K +$103 +2 +0%
KFSN
494
Keystone Financial Services (Nebraska)
Nebraska
$408K +$1.55K +30 +0.4%
PFA
495
Perryman Financial Advisory
Texas
$407K +$404K +7,816 New
HIIFS
496
Harel Insurance Investments & Financial Services
Israel
$406K -$82.7K -1,600 -17%
CIA
497
Capital Investment Advisors
Georgia
$405K -$7.03K -136 -2%
KC
498
Karras Company
Utah
$403K +$400K +7,740 New
FCM
499
Fortis Capital Management
Washington
$401K +$399K +7,714 New
IP
500
Ignite Planners
California
$401K +$377K +7,300 New