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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

742 hedge funds and large institutions have $5.39B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 262 increasing their positions, 290 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
-14
Holders Change %
-1.85%
% of All Funds
9.95%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
50
Increased
262
Reduced
290
Closed
49
Calls
$4.4M
Puts
$4.45M
Net Calls
-$50K
Net Calls Change
+$83K

Top Buyers

1
CCA
Carrera Capital Advisors
Michigan
+$29.4M
2
MSCM
McElhenny Sheffield Capital Management
Texas
+$11.4M
3
LPL Financial
LPL Financial
California
+$10.7M
4
GS
GTS Securities
New York
+$9.68M
5
BI
Ballast Inc
Kentucky
+$8.19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$49.3M
2
BCM
Brookstone Capital Management
Illinois
-$48.7M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$37.8M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$11.7M
5
FWM
ForthRight Wealth Management
Georgia
-$9.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Apexium Financial
Texas
$13.5M -$531K -5,245 -4%
NA
52
NewEdge Advisors
Louisiana
$13.2M -$184K -1,831 -1%
Creative Planning
53
Creative Planning
Kansas
$12.7M +$3.29M +32,705 +35%
QIM
54
Quest Investment Management
Oregon
$12.6M -$2.98M -29,603 -19%
GS
55
GTS Securities
New York
$12.3M +$9.68M +96,167 +368%
WA
56
Waverly Advisors
Alabama
$12.3M +$1.2M +11,950 +11%
EFS
57
Essex Financial Services
Connecticut
$11.9M -$1.12M -11,110 -9%
Comerica Bank
58
Comerica Bank
Texas
$11.7M -$216K -2,142 -2%
MSCM
59
McElhenny Sheffield Capital Management
Texas
$11.7M +$11.4M +113,591 +4,995%
FTA
60
Financial & Tax Architects
Missouri
$11.6M -$1.35M -13,388 -10%
SWMG
61
Sanchez Wealth Management Group
Florida
$11.2M +$17.8K +177 +0.2%
CIAS
62
CFS Investment Advisory Services
New Jersey
$10M -$1.93M -19,168 -16%
Mariner
63
Mariner
Kansas
$9.9M -$452K -4,491 -4%
FA
64
Fagan Associates
New York
$9.74M +$87.8K +872 +0.9%
SSW
65
Smith Shellnut Wilson
Mississippi
$9.7M -$602K -5,983 -6%
NAM
66
NorthCrest Asset Manangement
Minnesota
$9.49M +$2.42M +23,489 +34%
FPGT
67
Financial Partners Group (Tennessee)
Tennessee
$9.41M +$3.4M +33,743 +56%
CMP
68
Coston McIsaac & Partners
Maine
$9.34M +$35K +348 +0.4%
LPT
69
Legacy Private Trust
Wisconsin
$9.18M +$290K +2,880 +3%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$8.83M -$919K -9,121 -9%
KDA
71
Kraft Davis & Associates
Missouri
$8.67M -$616K -5,952 -7%
MWP
72
MYCIO Wealth Partners
Pennsylvania
$8.64M -$46.5K -461 -0.5%
PA
73
Prism Advisors
California
$8.48M -$71.9K -714 -0.8%
Citigroup
74
Citigroup
New York
$8.4M +$777K +7,720 +10%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$8.33M -$2.86M -27,757 -26%
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