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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
SWP
701
Strategic Wealth Partners
Ohio
$157K +$4.24K +82 +3%
RFP
702
Root Financial Partners
California
$154K
CSC
703
Caldwell Sutter Capital
California
$154K +$517 +10 +0.3%
SWM
704
Spire Wealth Management
Virginia
$153K -$275K -5,312 -64%
RDFA
705
Ritter Daniher Financial Advisory
Ohio
$148K +$147K +2,844 New
DF
706
Dunhill Financial
United Kingdom
$147K
AssetMark Inc
707
AssetMark Inc
California
$137K +$12.7K +246 +10%
PB
708
Pinnacle Bancorp
Nebraska
$134K
RP
709
Rowlandmiller & Partners
Georgia
$132K +$103 +2 +0.1%
Russell Investments Group
710
Russell Investments Group
United Kingdom
$127K -$16.9K -326 -12%
SIC
711
SJS Investment Consulting
Ohio
$125K -$31K -600 -20%
Asset Management One
712
Asset Management One
Japan
$115K +$67.9K +1,314 +150%
BBHC
713
Brown Brothers Harriman & Co
New York
$114K
Fifth Third Bancorp
714
Fifth Third Bancorp
Ohio
$112K
QC
715
Quent Capital
New York
$110K +$109K +2,110 New
BL
716
BFSG LLC
California
$109K +$7.24K +140 +7%
ANBT
717
American National Bank & Trust
Texas
$106K
BFPW
718
BOK Financial Private Wealth
Colorado
$104K +$103K +2,000 New
CTA
719
Colonial Trust Advisors
South Carolina
$101K
TH
720
TCTC Holdings
Texas
$99K
NSIM
721
North Star Investment Management
Illinois
$97.3K
HNB
722
Huntington National Bank
Ohio
$92.5K
VWM
723
Vermillion Wealth Management
Minnesota
$91.7K -$36.9K -714 -29%
GIA
724
GHP Investment Advisors
Colorado
$87.8K +$620 +12 +0.7%
AAG
725
Armstrong Advisory Group
Massachusetts
$82.7K