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ProShares S&P 500 Dividend Aristocrats ETF

817 hedge funds and large institutions have $5.21B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 262 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

0% more funds holding

Funds holding: 815817 (+2)

2% less capital invested

Capital invested by funds: $5.3B → $5.21B (-$96.5M)

1.26% less ownership

Funds ownership: 95.45%94.19% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

19% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 324

44% less call options, than puts

Call options by funds: $11M | Put options by funds: $19.6M

Holders
817
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
10.06%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.46%
New
64
Increased
262
Reduced
324
Closed
46
Calls
$11M
Puts
$19.6M
Net Calls
-$8.63M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
651
Visionary Wealth Advisors
Illinois
$231K +$439 +8 +0.2%
DI
652
DAGCO Inc
Ohio
$231K -$24.7K -450 -9%
NA
653
NWM Advisors
California
$230K -$7.02K -128 -3%
CWP
654
CFM Wealth Partners
Texas
$228K
CFG
655
Cooper Financial Group
California
$227K -$7.57K -138 -3%
WAM
656
WNY Asset Management
New York
$226K +$234K +4,264 New
CWMGO
657
Capstone Wealth Management Group (Oregon)
Oregon
$226K +$329 +6 +0.1%
FFS
658
Founders Financial Securities
Maryland
$225K -$192K -3,494 -46%
MFG
659
Magnus Financial Group
New York
$223K +$987 +18 +0.4%
SAM
660
Strategy Asset Managers
California
$223K
EWP
661
Evergreen Wealth Partners
Montana
$222K
BFIM
662
Beese Fulmer Investment Management
Ohio
$221K
SWM
663
Silverlake Wealth Management
Vermont
$221K +$110 +2 +0%
KFG
664
Kelly Financial Group
Connecticut
$221K
BFG
665
Bouchey Financial Group
New York
$219K +$8.77K +160 +4%
LWP
666
Laurel Wealth Planning
Minnesota
$219K
ALC
667
Alexander Labrunerie & Co
Missouri
$217K
RMF
668
Red Mountain Financial
Colorado
$217K +$5.37K +98 +2%
CTWM
669
Cherry Tree Wealth Management
Minnesota
$217K -$23.4K -426 -9%
SCA
670
Sandy Cove Advisors
Massachusetts
$215K +$110 +2 +0%
MFG
671
Merit Financial Group
Georgia
$214K -$75.5K -1,378 -25%
CB
672
Commerce Bank
Missouri
$214K +$221K +4,034 New
TIA
673
Traphagen Investment Advisors
New Jersey
$213K +$329 +6 +0.1%
Envestnet Portfolio Solutions
674
Envestnet Portfolio Solutions
Illinois
$212K -$30.3K -552 -12%
WWM
675
Western Wealth Management
Colorado
$211K -$34.3K -626 -7%