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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
CFG
651
Cooper Financial Group
California
$230K -$6.82K -132 -3%
EWS
652
Evergreen Wealth Solutions
Pennsylvania
$230K +$228K +4,412 New
CAG
653
Crestwood Advisors Group
Massachusetts
$229K +$207 +4 +0.1%
SFC
654
Strategic Financial Concepts
Texas
$227K +$225K +4,360 New
VWA
655
Visionary Wealth Advisors
Illinois
$226K -$6.2K -120 -3%
CCG
656
Coastwise Capital Group
California
$225K +$1.14K +22 +0.5%
CWP
657
CFM Wealth Partners
Texas
$224K
NFG
658
Northbridge Financial Group
Florida
$224K +$222K +4,298 New
CWMGO
659
Capstone Wealth Management Group (Oregon)
Oregon
$221K +$414 +8 +0.2%
OBWG
660
Onyx Bridge Wealth Group
New York
$221K +$11K +212 +5%
BAM
661
Belpointe Asset Management
Nevada
$219K +$217K +4,200 New
SAM
662
Strategy Asset Managers
California
$219K
MFG
663
Magnus Financial Group
New York
$218K +$1.14K +22 +0.5%
EWP
664
Evergreen Wealth Partners
Montana
$218K +$216K +4,188 New
BFIM
665
Beese Fulmer Investment Management
Ohio
$217K
SWM
666
Silverlake Wealth Management
Vermont
$217K -$40.8K -790 -16%
KFG
667
Kelly Financial Group
Connecticut
$216K
LWP
668
Laurel Wealth Planning
Minnesota
$215K
SC
669
Sapient Capital
Indiana
$215K +$212K +4,094 New
Wealthfront Advisers
670
Wealthfront Advisers
California
$214K +$212K +4,110 New
ALC
671
Alexander Labrunerie & Co
Missouri
$213K
SCA
672
Sandy Cove Advisors
Massachusetts
$211K +$103 +2 +0%
GT
673
Glenmede Trust
Pennsylvania
$211K +$210K +4,056 New
GAA
674
Global Assets Advisory
Florida
$210K
TIA
675
Traphagen Investment Advisors
New Jersey
$208K -$11.3K -218 -5%