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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
9.92%
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
MMA
626
Miracle Mile Advisors
California
$253K +$252K +4,866 New
MWM
627
Modern Wealth Management
Kansas
$253K +$1.34K +26 +0.5%
EL
628
Essex LLC
Illinois
$253K +$1.34K +26 +0.5%
GSWM
629
Golden State Wealth Management
California
$252K
RCI
630
RS Crum Inc
California
$252K
DI
631
DAGCO Inc
Ohio
$250K -$5.48K -106 -2%
WIM
632
Westside Investment Management
California
$249K
BAM
633
BOS Asset Management
Illinois
$248K
GPWM
634
Grant Private Wealth Management
California
$246K -$158K -3,064 -39%
SAM
635
Smartleaf Asset Management
Massachusetts
$244K -$41.1K -796 -15%
WP
636
WealthSpring Partners
California
$243K +$242K +4,678 New
VA
637
VestGen Advisors
Illinois
$243K +$242K +4,678 New
SMA
638
Sage Mountain Advisors
Georgia
$243K
ACI
639
Alpha Cubed Investments
California
$241K +$5.89K +114 +3%
MAM
640
MWA Asset Management
Massachusetts
$239K -$1.55K -30 -0.7%
OA
641
Oxbow Advisors
Texas
$238K -$6.82K -132 -3%
Envestnet Portfolio Solutions
642
Envestnet Portfolio Solutions
Illinois
$237K +$2.9K +56 +1%
AC
643
Anson Capital
Georgia
$237K
PTC
644
Private Trust Company
Ohio
$236K
GFA
645
Gallagher Fiduciary Advisors
Illinois
$235K
CTWM
646
Cherry Tree Wealth Management
Minnesota
$235K
RB
647
Rodgers Brothers
Pennsylvania
$235K +$233K +4,512 New
DWA
648
Davis Wealth Advisors
New Hampshire
$234K +$233K +4,500 New
NA
649
NWM Advisors
California
$233K +$231K +4,472 New
AR
650
Advisory Research
Illinois
$232K