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ProShares S&P 500 Dividend Aristocrats ETF

809 hedge funds and large institutions have $5.18B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 261 increasing their positions, 319 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $5.3B → $5.18B (-$112M)

18% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 319

44% less call options, than puts

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

Holders
809
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11M
Puts
$19.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
676
Segment Wealth Management
Texas
$205K
KA
677
KLCM Advisors
Wisconsin
$204K
WFP
678
Wrenne Financial Planning
Kentucky
$204K
PPWM
679
Perissos Private Wealth Management
Oklahoma
$201K
TCM
680
Triumph Capital Management
Colorado
$191K
MWA
681
Medallion Wealth Advisors
Connecticut
$190K
MSFP
682
Mark Sheptoff Financial Planning
Connecticut
$179K
AAP
683
Arax Advisory Partners
Colorado
$171K
YDMI
684
Y.D. More Investments
Israel
$170K
CA
685
Crewe Advisors
Utah
$166K
CNBTD
686
Citizens National Bank Trust Department
Mississippi
$164K
RIL
687
Rothschild Investment LLC
Illinois
$160K
TWM
688
TopTier Wealth Management
Wisconsin
$159K
CSC
689
Caldwell Sutter Capital
California
$157K
SIC
690
SJS Investment Consulting
Ohio
$154K
SWM
691
Spire Wealth Management
Virginia
$152K
DF
692
Dunhill Financial
United Kingdom
$150K
SWP
693
Strategic Wealth Partners
Ohio
$150K
AssetMark Inc
694
AssetMark Inc
California
$143K
PB
695
Pinnacle Bancorp
Nebraska
$142K
RP
696
Rowlandmiller & Partners
Georgia
$139K
Asset Management One
697
Asset Management One
Japan
$138K
MIM
698
Marshall Investment Management
Colorado
$130K
BIAS
699
Beacon Investment Advisory Services
New Jersey
$127K
RDFA
700
Ritter Daniher Financial Advisory
Ohio
$123K