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ProShares S&P 500 Dividend Aristocrats ETF

803 hedge funds and large institutions have $5.28B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 252 increasing their positions, 300 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.25% less ownership

Funds ownership: 48.81%47.56% (-1.2%)

6% less capital invested

Capital invested by funds: $5.6B → $5.28B (-$315M)

16% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 300

Holders
803
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.71M
Puts
$1.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
Modera Wealth Management
New Jersey
$303K
BAM
577
BTS Asset Management
Massachusetts
$301K
KIG
578
Kennedy Investment Group
New Jersey
$300K
SAI
579
Savvy Advisors Inc
New York
$299K
CAWM
580
Capital Advisors Wealth Management
Washington
$298K
SWM
581
Sherman Wealth Management
Maryland
$298K
SP
582
Stablepoint Partners
Massachusetts
$295K
GWM
583
Gilpin Wealth Management
Colorado
$291K
GWAM
584
Guardian Wealth Advisors (Minnesota)
Minnesota
$287K
LIM
585
Loudon Investment Management
New Hampshire
$283K
NB
586
NBT Bank
New York
$283K
MFG
587
Merit Financial Group
Georgia
$282K
RMP
588
Richards, Merrill & Peterson
Washington
$282K
SIA
589
Sage Investment Advisers
New York
$281K
PA
590
Pinnacle Associates
New York
$281K
Fisher Asset Management
591
Fisher Asset Management
Washington
$280K
VWWMG
592
Vermillion & White Wealth Management Group
Pennsylvania
$277K
CPIA
593
Cornell Pochily Investment Advisors
New York
$276K
RA
594
RFG Advisory
Alabama
$275K
PFA
595
Plotkin Financial Advisors
Maryland
$275K
AA
596
Ancora Advisors
Ohio
$273K
AWM
597
Avior Wealth Management
Nebraska
$272K
SA
598
Strategic Advisors
New York
$272K
CFP
599
Curran Financial Partners
South Carolina
$269K
KTC
600
Kentucky Trust Company
Kentucky
$268K