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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
CFD
751
Creative Financial Designs
Indiana
$37.2K
GAFA
752
Garton & Associates Financial Advisors
Kentucky
$33.8K +$33.6K +650 New
Qube Research & Technologies (QRT)
753
Qube Research & Technologies (QRT)
United Kingdom
$33K +$19.4K +376 +146%
VWA
754
Valued Wealth Advisors
Utah
$30.8K -$1.14K -22 -4%
TFM
755
TFC Financial Management
Massachusetts
$30.4K +$30.2K +584 New
NRG
756
Nemes Rush Group
Michigan
$30.4K +$103 +2 +0.3%
MIFH
757
Migdal Insurance & Financial Holdings
Israel
$30K
MSFP
758
Mark Sheptoff Financial Planning
Connecticut
$28.5K
MA
759
MCF Advisors
Kentucky
$26.2K +$26.1K +504 New
CCMI
760
Creative Capital Management Investments
California
$25.5K
MPW
761
MASECO Private Wealth
$25.4K
SL
762
Salomon & Ludwin
Virginia
$24.9K
IWP
763
IAG Wealth Partners
Wisconsin
$24.5K
SFS
764
Sunrise Financial Services
Washington
$24K +$23.9K +462 New
SC
765
Stephens Consulting
Michigan
$23.8K
DPW
766
DiNuzzo Private Wealth
Pennsylvania
$23.7K
SWIM
767
Smallwood Wealth Investment Management
New Jersey
$23.6K
GBT
768
Grove Bank & Trust
Florida
$22.9K
CWM
769
Copia Wealth Management
Oregon
$21.3K
HWA
770
HHM Wealth Advisors
Tennessee
$20.8K
MB
771
MidFirst Bank
Oklahoma
$18.8K +$18.7K +362 New
NL
772
Navalign LLC
California
$18.7K +$18.6K +360 New
SS
773
SBI Securities
Japan
$17.3K -$10K -194 -37%
RIL
774
Rothschild Investment LLC
Illinois
$17.2K -$827 -16 -5%
NFSG
775
Newbridge Financial Services Group
Florida
$17.2K +$414 +8 +2%