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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
OCM
676
Osterweis Capital Management
California
$208K
MCG
677
McCollum Christoferson Group
New York
$208K
RMF
678
Red Mountain Financial
Colorado
$208K -$4.86K -94 -2%
CW
679
CreativeOne Wealth
Kansas
$206K -$22.7K -440 -10%
A
680
Alongside
Texas
$206K +$205K +3,958 New
UFA
681
Unify Financial Advisors
Florida
$206K +$205K +3,958 New
WF
682
Welch & Forbes
Massachusetts
$204K +$1.96K +38 +1%
BOJHT
683
Bank of Jackson Hole Trust
Wyoming
$203K
BFG
684
Bouchey Financial Group
New York
$203K
AWAG
685
ARS Wealth Advisors Group
Florida
$203K
DF
686
Dedeker Financial
Minnesota
$202K +$201K +3,890 New
SWM
687
Segment Wealth Management
Texas
$201K +$200K +3,860 New
LFG
688
Larson Financial Group
Missouri
$201K -$16.9K -326 -8%
Pathstone Holdings
689
Pathstone Holdings
New Jersey
$200K -$145K -2,812 -42%
WFP
690
Wrenne Financial Planning
Kentucky
$200K +$199K +3,846 New
AUB
691
Atlantic Union Bankshares
Virginia
$190K -$12.9K -250 -6%
TIA
692
Tiemann Investment Advisors
California
$187K +$186K +3,600 New
MWA
693
Medallion Wealth Advisors
Connecticut
$187K
GWSG
694
GPS Wealth Strategies Group
Colorado
$181K -$1.86M -36,048 -91%
TCM
695
Triumph Capital Management
Colorado
$170K -$69.6K -1,346 -29%
YDMI
696
Y.D. More Investments
Israel
$167K
WA
697
Westfuller Advisors
New York
$164K +$1.03K +20 +0.6%
CA
698
Crewe Advisors
Utah
$163K
CNBTD
699
Citizens National Bank Trust Department
Mississippi
$161K
SIS
700
Sound Income Strategies
Florida
$158K +$55.6K +1,076 +59%