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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
LFG
676
Larson Financial Group
Missouri
$210K +$6.25K +114 +3%
AUB
677
Atlantic Union Bankshares
Virginia
$210K +$17.3K +316 +9%
WF
678
Welch & Forbes
Massachusetts
$209K +$1.43K +26 +0.7%
BOJHT
679
Bank of Jackson Hole Trust
Wyoming
$207K
AWAG
680
ARS Wealth Advisors Group
Florida
$207K
CW
681
CreativeOne Wealth
Kansas
$205K -$5.04K -92 -2%
SWM
682
Segment Wealth Management
Texas
$205K
KA
683
KLCM Advisors
Wisconsin
$204K +$211K +3,856 New
WFP
684
Wrenne Financial Planning
Kentucky
$204K
PPWM
685
Perissos Private Wealth Management
Oklahoma
$201K +$208K +3,800 New
TCM
686
Triumph Capital Management
Colorado
$191K +$18.3K +334 +10%
MWA
687
Medallion Wealth Advisors
Connecticut
$190K
MSFP
688
Mark Sheptoff Financial Planning
Connecticut
$179K +$153K +2,790 +509%
AAP
689
Arax Advisory Partners
Colorado
$171K -$146K -2,670 -45%
YDMI
690
Y.D. More Investments
Israel
$170K
CA
691
Crewe Advisors
Utah
$166K
CNBTD
692
Citizens National Bank Trust Department
Mississippi
$164K
RIL
693
Rothschild Investment LLC
Illinois
$160K +$147K +2,688 +815%
TWM
694
TopTier Wealth Management
Wisconsin
$159K +$164K +3,000 New
CSC
695
Caldwell Sutter Capital
California
$157K +$548 +10 +0.3%
SIC
696
SJS Investment Consulting
Ohio
$154K +$27.4K +500 +21%
SWM
697
Spire Wealth Management
Virginia
$152K -$3.95K -72 -2%
DF
698
Dunhill Financial
United Kingdom
$150K
SWP
699
Strategic Wealth Partners
Ohio
$150K -$11K -200 -7%
AssetMark Inc
700
AssetMark Inc
California
$143K +$2.85K +52 +2%