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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
MG
576
Mather Group
Illinois
$311K +$309K +5,970 New
AGC
577
August Group Capital
$310K +$308K +5,966 New
SI
578
Saxon Interests
Texas
$310K -$7.96K -154 -3%
AAP
579
Arax Advisory Partners
Colorado
$307K +$305K +5,900 New
GSIS
580
Global Strategic Investment Solutions
Arizona
$306K -$9.51K -184 -3%
SAM
581
S.A. Mason
Michigan
$305K
CAM
582
Clark Asset Management
New Hampshire
$305K -$451K -8,726 -60%
IF
583
Intrua Financial
Texas
$304K +$71.6K +1,386 +31%
MWM
584
Modera Wealth Management
New Jersey
$303K -$20.7K -400 -6%
BAM
585
BTS Asset Management
Massachusetts
$301K -$8.89K -172 -3%
KIG
586
Kennedy Investment Group
New Jersey
$300K +$103 +2 +0%
SAI
587
Savvy Advisors Inc
New York
$299K +$297K +5,738 New
CAWM
588
Capital Advisors Wealth Management
Washington
$298K +$22.4K +434 +8%
SWM
589
Sherman Wealth Management
Maryland
$298K +$296K +5,732 New
SP
590
Stablepoint Partners
Massachusetts
$295K -$62.9K -1,216 -18%
GWM
591
Gilpin Wealth Management
Colorado
$291K +$289K +5,590 New
GWAM
592
Guardian Wealth Advisors (Minnesota)
Minnesota
$287K +$6.62K +128 +2%
LIM
593
Loudon Investment Management
New Hampshire
$283K -$15.5K -300 -5%
NB
594
NBT Bank
New York
$283K +$103 +2 +1%
MFG
595
Merit Financial Group
Georgia
$282K +$280K +5,422 New
RMP
596
Richards, Merrill & Peterson
Washington
$282K
SIA
597
Sage Investment Advisers
New York
$281K +$280K +5,410 New
PA
598
Pinnacle Associates
New York
$281K
Fisher Asset Management
599
Fisher Asset Management
Washington
$280K +$24.6K +476 +10%
VWWMG
600
Vermillion & White Wealth Management Group
Pennsylvania
$277K