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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 %
AR
601
Advisory Research
Illinois
$225K – – –
IF
602
Intrua Financial
Texas
$225K -$2.01K -20 -0.9%
NFG
603
Nations Financial Group
Iowa
$223K +$302 +3 +0.1%
CAG
604
Crestwood Advisors Group
Massachusetts
$222K -$9.47K -94 -4%
SAM
605
Strategy Asset Managers
California
$221K +$8.66K +86 +4%
YIH
606
Y-Intercept (HK)
Hong Kong
$219K +$219K +2,178 New
SIMG
607
Sonora Investment Management Group
Arizona
$217K -$4.03K -40 -2%
CWP
608
CFM Wealth Partners
Texas
$217K – – –
SAF
609
Smith Anglin Financial
Texas
$216K -$33.8K -336 -14%
CCG
610
Coastwise Capital Group
California
$214K +$805 +8 +0.4%
CWMGO
611
Capstone Wealth Management Group (Oregon)
Oregon
$213K – – –
AUB
612
Atlantic Union Bankshares
Virginia
$211K +$211K +2,100 New
KFG
613
Kelly Financial Group
Connecticut
$211K – – –
Pathstone Holdings
614
Pathstone Holdings
New Jersey
$210K -$178K -1,769 -46%
LWP
615
Laurel Wealth Planning
Minnesota
$208K – – –
GLA
616
Good Life Advisors
Pennsylvania
$208K -$55.3K -549 -21%
MFG
617
Magnus Financial Group
New York
$208K +$806 +8 +0.4%
SA
618
Strategic Advisors
New York
$207K – – –
ALC
619
Alexander Labrunerie & Co
Missouri
$207K +$207K +2,051 New
EW
620
Evexia Wealth
Wisconsin
$206K -$887K -8,651 -81%
SWA
621
Stratos Wealth Advisors
Ohio
$205K +$302 +3 +0.1%
KIM
622
Kane Investment Management
California
$205K – – –
NA
623
Novus Advisors
South Carolina
$205K +$906 +9 +0.4%
SCA
624
Sandy Cove Advisors
Massachusetts
$204K +$204K +2,027 New
OBWG
625
Onyx Bridge Wealth Group
New York
$203K – – –
23 24
25
26 27