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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
+$11.4M
3
LPL Financial
LPL Financial
California
+$10.7M
4
GS
GTS Securities
New York
+$9.68M
5
BI
Ballast Inc
Kentucky
+$8.19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$49.3M
2
BCM
Brookstone Capital Management
Illinois
-$48.7M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$37.8M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$11.7M
5
FWM
ForthRight Wealth Management
Georgia
-$9.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
551
Saxon Interests
Texas
$274K – – –
RMP
552
Richards, Merrill & Peterson
Washington
$273K – – –
PA
553
Pinnacle Associates
New York
$272K – – –
Betterment LLC
554
Betterment LLC
New York
$271K +$8.45K +84 +3%
TAM
555
Tocqueville Asset Management
New York
$271K – – –
GWAM
556
Guardian Wealth Advisors (Minnesota)
Minnesota
$271K +$22.5K +223 +9%
OWP
557
ORG Wealth Partners
Texas
$270K -$259K -2,524 -49%
RCM
558
RB Capital Management
Nevada
$269K +$20.5K +204 +8%
SQA
559
Simon Quick Advisors
New Jersey
$269K +$269K +2,673 New
CCMG
560
Clark Capital Management Group
Pennsylvania
$267K +$9.06K +90 +4%
PFA
561
Plotkin Financial Advisors
Maryland
$266K – – –
AA
562
Ancora Advisors
Ohio
$264K – – –
BWP
563
Burling Wealth Partners
Illinois
$263K +$263K +2,608 New
RMF
564
Red Mountain Financial
Colorado
$262K +$503 +5 +0.2%
KTC
565
Kentucky Trust Company
Kentucky
$259K – – –
CWM
566
Circle Wealth Management
New Jersey
$259K -$155K -1,542 -38%
CWM
567
Collaborative Wealth Management
Florida
$259K – – –
CFG
568
Cooper Financial Group
California
$256K -$21.5K -213 -8%
SAM
569
S.A. Mason
Michigan
$255K -$65.5K -650 -20%
Financial Engines Advisors
570
Financial Engines Advisors
California
$254K +$254K +2,525 New
AI
571
Accredited Investors
Minnesota
$252K +$101 +1 +0%
PTC
572
Private Trust Company
Ohio
$252K -$17.1K -170 -6%
MQWP
573
Morey & Quinn Wealth Partners
Nebraska
$252K -$19.5K -194 -7%
OFS
574
OneAscent Financial Services
Alabama
$250K +$7.28K +71 +3%
CWP
575
Cyndeo Wealth Partners
Florida
$250K -$403 -4 -0.2%
21 22
23
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