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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
TFGT
726
TS Financial Group (TSFG)
Illinois
$68K -$105K -2,038 -61%
BCV
727
Banque Cantonale Vaudoise
Switzerland
$67K -$181K -3,500 -73%
ADL
728
Asset Dedication LLC
California
$65K
CFG
729
Clayton Financial Group
Missouri
$64K
TLCM
730
Twin Lakes Capital Management
California
$63.6K +$414 +8 +0.7%
PFBT
731
Parkside Financial Bank & Trust
Missouri
$63.4K
Franklin Resources
732
Franklin Resources
California
$60.9K
ISWM
733
Intesa Sanpaolo Wealth Management
$57.8K +$57.4K +1,110 New
HHGA
734
Halbert Hargrove Global Advisors
California
$56.7K -$18.2K -352 -24%
KFI
735
Key Financial Inc
Pennsylvania
$56.1K
UCB
736
United Community Bank
South Carolina
$54.6K
TCOV
737
Trust Company of Vermont
Vermont
$54.3K
MWM
738
Mascoma Wealth Management
New Hampshire
$52K
UB
739
UMB Bank
Missouri
$50K
IRC
740
Investors Research Corp
Georgia
$48.8K
RPA
741
Redwood Park Advisors
California
$48.2K +$310 +6 +0.7%
HNB
742
Hilltop National Bank
Wyoming
$47.4K
APW
743
Aventura Private Wealth
Florida
$46.4K +$103 +2 +0.2%
FCAS
744
First Command Advisory Services
Texas
$45.3K +$45K +870 New
BHWM
745
Beaird Harris Wealth Management
Texas
$44.5K
TWD
746
True Wealth Design
Ohio
$41.6K
T2I
747
Turim 21 Investimentos
Brazil
$41.6K +$41.4K +800 New
OA
748
Operose Advisors
Wisconsin
$38.7K
CVM
749
Cheviot Value Management
California
$38.5K +$310 +6 +0.9%
OC
750
Oakworth Capital
Alabama
$37.6K