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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
RCM
551
RB Capital Management
Nevada
$332K +$13.9K +268 +4%
NPFS
552
Novak & Powell Financial Services
Florida
$331K +$6.72K +130 +2%
CCMG
553
Clark Capital Management Group
Pennsylvania
$330K +$53.4K +1,034 +19%
KFA
554
Kapstone Financial Advisors
Ohio
$330K
LFAS
555
Level Four Advisory Services
Texas
$330K -$88.6K -1,714 -21%
FAT
556
First American Trust
California
$328K +$83.2K +1,610 +34%
Bessemer Group
557
Bessemer Group
New Jersey
$328K
GCP
558
Guardian Capital (Pennsylvania)
Pennsylvania
$328K +$325K +6,296 New
GIM
559
Goelzer Investment Management
Indiana
$327K
AAA
560
Andrews Advisory Associates
Hawaii
$327K +$325K +6,284 New
Betterment LLC
561
Betterment LLC
New York
$326K +$29.5K +570 +10%
DCM
562
DGS Capital Management
New Jersey
$324K -$2.48K -48 -0.8%
PWM
563
Prosperity Wealth Management
California
$323K -$930 -18 -0.3%
ESB
564
Essex Savings Bank
Connecticut
$323K -$152K -2,932 -32%
MIH
565
Meitav Investment House
Israel
$322K -$326K -6,302 -50%
GLLW
566
Graves Light Lenhart Wealth
Virginia
$318K
WCG
567
Weaver Consulting Group
California
$317K
CWP
568
Cyndeo Wealth Partners
Florida
$316K +$207 +4 +0.1%
CSA
569
Cottage Street Advisors
Massachusetts
$315K -$18.1K -350 -5%
S
570
SignatureFD
Georgia
$315K
PMG
571
ProVise Management Group
Florida
$314K -$38.3K -740 -11%
HPBT
572
Hickory Point Bank & Trust
Illinois
$312K -$155K -3,000 -33%
ACM
573
Alpha Capital Management
Texas
$312K
LSPW
574
Lake Street Private Wealth
Illinois
$311K -$10.2K -198 -3%
BOPW
575
Brandywine Oak Private Wealth
Pennsylvania
$311K