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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 %
AFW
501
Atlantic Family Wealth
Florida
$358K -$3.73K -37 -1%
PIA
502
Perennial Investment Advisors
California
$358K -$5.64K -56 -2%
CIC
503
Chilton Investment Company
Connecticut
$357K +$357K +3,550 New
RWP
504
RWA Wealth Partners
Massachusetts
$356K – – –
RMAM
505
Raab & Moskowitz Asset Management
New Jersey
$356K -$10.1K -100 -3%
RIS
506
Richmond Investment Services
Wisconsin
$354K +$135K +1,346 +62%
MCWS
507
McKinley Carter Wealth Services
West Virginia
$353K -$10.1K -100 -3%
KWM
508
Kingsview Wealth Management
Oregon
$350K -$89.8K -892 -20%
HSA
509
HBK Sorce Advisory
Pennsylvania
$346K +$23.2K +230 +7%
AFC
510
AFT Forsyth & Company
Florida
$346K -$20.6K -205 -6%
DWM
511
Darwin Wealth Management
Florida
$344K -$93.6K -929 -21%
CBA
512
Coastal Bridge Advisors
Connecticut
$343K – – –
DAS
513
Diversify Advisory Services
Utah
$341K +$341K +3,288 New
MA
514
Montag & Associates
Georgia
$339K -$30.9K -305 -8%
LSPW
515
Lake Street Private Wealth
Illinois
$339K -$94.1K -934 -22%
HFO
516
Heritage Family Offices
Arizona
$333K – – –
DA
517
Detalus Advisors
Missouri
$333K – – –
WWM
518
Western Wealth Management
Colorado
$331K -$11.3K -112 -3%
VA
519
Vident Advisory
Georgia
$330K – – –
BCA
520
Bay Colony Advisors
Massachusetts
$327K +$12.2K +121 +4%
CPIA
521
Cornell Pochily Investment Advisors
New York
$327K +$201 +2 +0.1%
Bessemer Group
522
Bessemer Group
New Jersey
$324K +$15.1K +150 +5%
KFA
523
Kapstone Financial Advisors
Ohio
$323K -$55.4K -550 -15%
BFIC
524
Bedell Frazier Investment Counselling
California
$321K +$1.41K +14 +0.4%
First Trust Advisors
525
First Trust Advisors
Illinois
$319K +$319K +3,171 New
19 20
21
22 23