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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 %
GFA
576
Gallagher Fiduciary Advisors
Illinois
$247K +$10.1K +100 +4%
DI
577
DAGCO Inc
Ohio
$247K -$22.7K -225 -8%
WPW
578
Watershed Private Wealth
Illinois
$247K – – –
TFGT
579
TS Financial Group (TSFG)
Illinois
$245K -$10.1K -100 -4%
GSWM
580
Golden State Wealth Management
California
$244K – – –
WIM
581
Westside Investment Management
California
$244K +$244K +2,380 New
CTWM
582
Cherry Tree Wealth Management
Minnesota
$243K +$4.13K +41 +2%
MWM
583
Modern Wealth Management
Kansas
$243K -$30K -298 -11%
AWM
584
AE Wealth Management
Kansas
$242K -$177K -1,754 -42%
EL
585
Essex LLC
Illinois
$241K +$1.01K +10 +0.4%
HSG
586
Helen Stephens Group
Texas
$241K +$1.11K +11 +0.5%
BAM
587
BOS Asset Management
Illinois
$240K -$21.7K -215 -8%
SRWM
588
Shira Ridge Wealth Management
California
$239K – – –
OCM
589
Osterweis Capital Management
California
$238K -$268K – –
OA
590
Oxbow Advisors
Texas
$237K – – –
VWA
591
Visionary Wealth Advisors
Illinois
$236K -$21.7K -216 -8%
NSAM
592
North Star Asset Management
Wisconsin
$236K – – –
FAT
593
First American Trust
California
$236K +$302 +3 +0.1%
SMA
594
Sage Mountain Advisors
Georgia
$235K +$235K +2,332 New
MAM
595
MWA Asset Management
Massachusetts
$232K -$10.1K -100 -4%
CPA
596
Capital Performance Advisors
California
$232K +$1.11K +11 +0.5%
PA
597
PFG Advisors
Arizona
$232K -$168K -1,671 -42%
AC
598
Anson Capital
Georgia
$229K -$19.8K -197 -8%
GIM
599
Glenmede Investment Management
Pennsylvania
$229K +$229K +2,273 New
ACI
600
Alpha Cubed Investments
California
$227K -$1.21K -12 -0.5%
22 23
24
25 26