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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

741 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 49 funds opening new positions, 262 increasing their positions, 290 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
9.94%
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
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
$11.7M
3
LPL Financial
LPL Financial
California
$329M
4
GS
GTS Securities
New York
$12.3M
5
BI
Ballast Inc
Kentucky
$8.19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.09B
2
BCM
Brookstone Capital Management
Illinois
$7.84M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$904K
4
PCIA
Prime Capital Investment Advisors
Kansas
$5.58M
5
FWM
ForthRight Wealth Management
Georgia
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSFG
726
Park Square Financial Group
Georgia
$6.04K – – –
GWSA
727
Global Wealth Strategies & Associates
Colorado
$5.04K – – –
MSG
728
Main Street Group
Virginia
$5.04K – – –
WBC
729
West Branch Capital
Massachusetts
$5.04K – – –
NL
730
NVWM LLC
Pennsylvania
$4.53K – – –
CIA
731
Cape Investment Advisory
Georgia
$4.23K – – –
NRG
732
Nemes Rush Group
Michigan
$4.07K – – –
PWS
733
Peterson Wealth Services
Utah
$4.03K – – –
JWA
734
JFS Wealth Advisors
Pennsylvania
$3.61K – – –
WOSD
735
WFA of San Diego
California
$3.32K +$3.32K +33 New
CAM
736
Costello Asset Management
Pennsylvania
$3.02K – – –
SWIG
737
Strategic Wealth Investment Group
Kentucky
$2.8K +$2.8K +28 New
SFCL
738
Strengthening Families & Communities LLC
Massachusetts
$1.68K – – –
RA
739
Rise Advisors
New York
$1.51K +$1.51K +15 New
WOC
740
West Oak Capital
California
$999 – – –
FMP
741
Financial Management Professionals
Texas
$315 – – –
NC
742
NewSquare Capital
Pennsylvania
$75 +$75 +1 New
AAA
743
American Alpha Advisors
New York
– -$9.37M -91,697 Closed
SFC
744
Strategic Financial Concepts
Texas
– -$7.32M -71,647 Closed
MIM
745
Marshall Investment Management
Colorado
– -$4.45M -43,578 Closed
Renaissance Technologies
746
Renaissance Technologies
New York
– -$3.42M -33,500 Closed
CB
747
Chris Bulman
California
– -$2.84M -27,805 Closed
JF
748
Jump Financial
Illinois
– -$2.64M -25,838 Closed
AFM
749
Armstrong Fleming & Moore
District of Columbia
– -$2.6M -25,473 Closed
MWA
750
Midland Wealth Advisors
Illinois
– -$1.49M -14,546 Closed
28 29
30
31 32