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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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$13.4M -$4.42M -85,594 -25%
UCFA
52
United Capital Financial Advisors
Texas
$13M +$12.9M +250,356 New
MYIA
53
Mount Yale Investment Advisors
Colorado
$12.9M +$9.42M +182,186 +274%
VAS
54
Vestmark Advisory Solutions
Massachusetts
$12.7M +$9.32M +180,226 +281%
MSCM
55
McElhenny Sheffield Capital Management
Texas
$12.3M +$4.65K +90 +0%
JP Morgan Chase
56
JP Morgan Chase
New York
$12M +$1.13M +21,902 +11%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$11.9M +$385K +7,456 +3%
EFS
58
Essex Financial Services
Connecticut
$11.7M -$293K -5,670 -2%
Comerica Bank
59
Comerica Bank
Texas
$11.5M -$524K -10,140 -4%
CAP
60
Cordoba Advisory Partners
New York
$10.8M +$10.7M +206,912 New
NAM
61
NorthCrest Asset Manangement
Minnesota
$10.5M +$393K +7,612 +4%
Goldman Sachs
62
Goldman Sachs
New York
$10.4M +$27.6K +534 +0.3%
Mariner
63
Mariner
Kansas
$10.4M +$79.2K +1,532 +0.8%
CAG
64
Carroll Advisory Group
Texas
$10.4M +$10.3M +199,264 New
CIAS
65
CFS Investment Advisory Services
New Jersey
$10.4M -$69.9K -1,352 -0.7%
Corient Private Wealth
66
Corient Private Wealth
Florida
$10.3M +$3.75M +72,600 +52%
FA
67
Fagan Associates
New York
$10M -$169K -3,268 -2%
Creative Planning
68
Creative Planning
Kansas
$9.68M -$256K -4,944 -3%
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$9.58M +$1.2M +23,150 +14%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$9.46M +$902K +17,448 +11%
CMP
71
Coston McIsaac & Partners
Maine
$9.42M -$259K -5,014 -3%
OC
72
Oppenheimer & Co
New York
$9.37M +$1.31M +25,328 +16%
CC
73
Cypress Capital
Tennessee
$9.34M +$2.67M +51,586 +40%
FTA
74
Financial & Tax Architects
Missouri
$9.23M -$2.1M -40,662 -19%
MWP
75
MYCIO Wealth Partners
Pennsylvania
$8.95M +$48K +928 +0.5%