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ProShares S&P 500 Dividend Aristocrats ETF

817 hedge funds and large institutions have $5.21B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 262 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

0% more funds holding

Funds holding: 815817 (+2)

2% less capital invested

Capital invested by funds: $5.3B → $5.21B (-$96.5M)

1.26% less ownership

Funds ownership: 95.45%94.19% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

19% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 324

44% less call options, than puts

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

Holders
817
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
10.06%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.46%
New
64
Increased
262
Reduced
324
Closed
46
Calls
$11M
Puts
$19.6M
Net Calls
-$8.63M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$12.8M -$477K -8,700 -3%
QIM
52
Quest Investment Management
Oregon
$12.8M -$1.09M -19,836 -8%
CAG
53
Carroll Advisory Group
Texas
$12.4M +$1.91M +34,818 +17%
EFS
54
Essex Financial Services
Connecticut
$12.1M +$161K +2,938 +1%
RTC
55
Real Talk Capital
Tennessee
$12M +$4.97M +90,592 +67%
CAP
56
Cordoba Advisory Partners
New York
$11.4M +$473K +8,632 +4%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$11.3M +$11.6M +211,936 +9,867%
Mariner
58
Mariner
Kansas
$10.5M -$89.6K -1,634 -0.8%
Cerity Partners
59
Cerity Partners
New York
$10.5M -$4.25M -77,564 -28%
Creative Planning
60
Creative Planning
Kansas
$10.3M +$475K +8,656 +5%
CIAS
61
CFS Investment Advisory Services
New Jersey
$10.3M -$564K -10,290 -5%
JF
62
Jump Financial
Illinois
$10.1M +$10.5M +191,452 New
FA
63
Fagan Associates
New York
$10.1M -$153K -2,798 -1%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$10M +$283K +5,164 +3%
OC
65
Oppenheimer & Co
New York
$9.9M +$368K +6,720 +4%
MWP
66
MYCIO Wealth Partners
Pennsylvania
$9.85M +$754K +13,750 +8%
MCC
67
Money Concepts Capital
Florida
$9.6M +$5.79M +105,534 +139%
GBFG
68
Gerald Baker Financial Group
Texas
$9.55M +$9.88M +180,152 New
GIO
69
Galilei Investment Office
United Kingdom
$9.32M -$5.06M -92,378 -34%
CMP
70
Coston McIsaac & Partners
Maine
$9.29M -$312K -5,694 -3%
PWP
71
Prasad Wealth Partners
Ohio
$9.11M +$333K +6,080 +4%
CWM
72
Centurion Wealth Management
Virginia
$9.04M +$1.14M +20,860 +14%
IAN
73
Integrated Advisors Network
Texas
$8.99M +$2.85M +52,018 +44%
JP Morgan Chase
74
JP Morgan Chase
New York
$8.76M -$3.44M -62,834 -27%
TBC
75
Ted Buchan & Co
California
$8.52M +$1.42M +25,812 +19%