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ProShares S&P 500 Dividend Aristocrats ETF

764 hedge funds and large institutions have $5.6B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 335 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $3.99M | Put options by funds: $1.17M

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

2.5% more ownership

Funds ownership: 95.17%97.66% (+2.5%)

3% more capital invested

Capital invested by funds: $5.42B → $5.6B (+$182M)

1% more funds holding

Funds holding: 758764 (+6)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

28% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 335

Holders
764
Holders Change
+6
Holders Change %
+0.79%
% of All Funds
10.03%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.39%
New
48
Increased
242
Reduced
335
Closed
32
Calls
$3.99M
Puts
$1.17M
Net Calls
+$2.82M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
FAT
601
First American Trust
California
$242K +$828 +16 +0.3%
SA
602
Strategic Advisors
New York
$242K +$29.7K +574 +14%
SMA
603
Sage Mountain Advisors
Georgia
$240K
CPA
604
Capital Performance Advisors
California
$240K +$2.59K +50 +1%
TCM
605
Triumph Capital Management
Colorado
$238K +$239K +4,618 New
MAM
606
MWA Asset Management
Massachusetts
$238K +$207 +4 +0.1%
CFG
607
Cooper Financial Group
California
$235K -$27.3K -528 -10%
AC
608
Anson Capital
Georgia
$234K
PTC
609
Private Trust Company
Ohio
$234K -$24K -464 -9%
ACI
610
Alpha Cubed Investments
California
$233K
GFA
611
Gallagher Fiduciary Advisors
Illinois
$233K -$20.4K -394 -8%
TIAA Trust, National Association
612
TIAA Trust, National Association
North Carolina
$233K +$234K +4,514 New
CTWM
613
Cherry Tree Wealth Management
Minnesota
$233K -$16K -310 -6%
Envestnet Portfolio Solutions
614
Envestnet Portfolio Solutions
Illinois
$232K -$229K -4,418 -50%
IC
615
Inscription Capital
Texas
$232K +$233K +4,498 New
VWA
616
Visionary Wealth Advisors
Illinois
$230K -$11.3K -218 -5%
AR
617
Advisory Research
Illinois
$230K
IF
618
Intrua Financial
Texas
$230K
CAMG
619
CWA Asset Management Group
Florida
$229K +$230K +4,450 New
CW
620
CreativeOne Wealth
Kansas
$227K +$228K +4,404 New
CAG
621
Crestwood Advisors Group
Massachusetts
$227K
SRWM
622
Shira Ridge Wealth Management
California
$225K -$19.7K -380 -8%
SIMG
623
Sonora Investment Management Group
Arizona
$222K
CWP
624
CFM Wealth Partners
Texas
$222K
CCG
625
Coastwise Capital Group
California
$221K +$1.97K +38 +0.9%