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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

737 hedge funds and large institutions have $5.38B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 260 increasing their positions, 289 reducing their positions, and 49 closing their positions.

Holders
737
Holders Change
-19
Holders Change %
-2.51%
% of All Funds
9.9%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
49
Increased
260
Reduced
289
Closed
49
Calls
$1.8M
Puts
$383K
Net Calls
+$1.42M
Net Calls Change
+$1.55M

Top Buyers

1
CCA
1
Carrera Capital Advisors
Michigan
$29.4M
2
MSCM
2
McElhenny Sheffield Capital Management
Texas
$11.7M
3
LPL Financial
3
LPL Financial
California
$329M
4
GS
4
GTS Securities
New York
$12.3M
5
BI
5
Ballast Inc
Kentucky
$8.19M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.09B
2
BCM
2
Brookstone Capital Management
Illinois
$7.84M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$904K
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$5.58M
5
FWM
5
ForthRight Wealth Management
Georgia
$24.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
51
Apexium Financial
Texas
$13.5M 132,979 -5,245 -4%
NA
52
NewEdge Advisors
Louisiana
$13.2M 131,524 -1,831 -1%
Creative Planning
53
Creative Planning
Kansas
$12.7M 125,752 +32,705 +35%
QIM
54
Quest Investment Management
Oregon
$12.6M 124,921 -29,603 -19%
GS
55
GTS Securities
New York
$12.3M 122,325 +96,167 +368%
WA
56
Waverly Advisors
Alabama
$12.3M 121,895 +11,950 +11%
EFS
57
Essex Financial Services
Connecticut
$11.9M 118,445 -11,110 -9%
Comerica Bank
58
Comerica Bank
Texas
$11.7M 116,311 -2,142 -2%
MSCM
59
McElhenny Sheffield Capital Management
Texas
$11.7M 115,865 +113,591 +4,995%
FTA
60
Financial & Tax Architects
Missouri
$11.6M 114,904 -13,388 -10%
SWMG
61
Sanchez Wealth Management Group
Florida
$11.2M 111,487 +177 +0.2%
CIAS
62
CFS Investment Advisory Services
New Jersey
$10M 99,274 -19,168 -16%
Mariner
63
Mariner
Kansas
$9.9M 98,301 -4,491 -4%
FA
64
Fagan Associates
New York
$9.74M 96,704 +872 +0.9%
SSW
65
Smith Shellnut Wilson
Mississippi
$9.7M 96,303 -5,983 -6%
NAM
66
NorthCrest Asset Manangement
Minnesota
$9.49M 92,215 +23,489 +34%
FPGT
67
Financial Partners Group (Tennessee)
Tennessee
$9.41M 93,466 +33,743 +56%
CMP
68
Coston McIsaac & Partners
Maine
$9.34M 92,715 +348 +0.4%
LPT
69
Legacy Private Trust
Wisconsin
$9.18M 91,142 +2,880 +3%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$8.83M 87,703 -9,121 -9%
KDA
71
Kraft Davis & Associates
Missouri
$8.67M 83,774 -5,952 -7%
MWP
72
MYCIO Wealth Partners
Pennsylvania
$8.64M 85,651 -461 -0.5%
PA
73
Prism Advisors
California
$8.48M 84,189 -714 -0.8%
Citigroup
74
Citigroup
New York
$8.4M 83,374 +7,720 +10%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$8.33M 80,906 -27,757 -26%
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