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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
KFAS
526
Keating Financial Advisory Services
Kansas
$359K +$356K +6,894 New
CCFM
527
Clear Creek Financial Management
Washington
$359K -$17.9K -346 -5%
AFC
528
AFT Forsyth & Company
Florida
$354K -$4.34K -84 -1%
PA
529
Promethium Advisors
Maryland
$353K -$100K -1,940 -22%
LCM
530
LVM Capital Management
Michigan
$350K -$235K -4,540 -40%
CAMG
531
CWA Asset Management Group
Florida
$350K +$117K +2,272 +51%
RMAM
532
Raab & Moskowitz Asset Management
New Jersey
$347K
DCA
533
DB&C Advisors
Michigan
$346K +$344K +6,646 New
BCA
534
Bay Colony Advisors
Massachusetts
$345K -$8.99K -174 -3%
PIA
535
Perennial Investment Advisors
California
$345K +$103 +2 +0%
DA
536
Detalus Advisors
Missouri
$344K
HFO
537
Heritage Family Offices
Arizona
$344K
DWM
538
Darwin Wealth Management
Florida
$341K
IAIM
539
International Assets Investment Management
Florida
$341K -$614K -11,882 -64%
VA
540
Vident Advisory
Georgia
$341K
UCMOK
541
United Capital Management of KS
Kansas
$341K -$15.2K -294 -4%
GS
542
GTS Securities
New York
$340K -$11.1M -214,262 -97%
CBA
543
Coastal Bridge Advisors
Connecticut
$339K -$14.9K -288 -4%
BFIC
544
Bedell Frazier Investment Counselling
California
$338K +$2.07K +40 +0.6%
EW
545
Evexia Wealth
Wisconsin
$336K +$28.2K +546 +10%
PA
546
ProCore Advisors
California
$336K +$333K +6,450 New
WC
547
Waterloo Capital
Texas
$336K +$2.07K +40 +0.6%
GI
548
GAMMA Investing
California
$335K +$207K +4,000 +165%
AWM
549
AE Wealth Management
Kansas
$334K +$72.7K +1,406 +28%
HSA
550
HBK Sorce Advisory
Pennsylvania
$333K