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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
JFGIW
776
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.1K
SVCP
777
Silicon Valley Capital Partners
California
$16.4K +$103 +2 +0.6%
DJSG
778
D.J. St. Germain
Massachusetts
$16.2K +$16.1K +312 New
SVWA
779
Sarver Vrooman Wealth Advisors
Missouri
$14.6K
BWM
780
Benson Wealth Management
Tennessee
$12.7K +$12.6K +244 New
PIS
781
POM Investment Strategies
North Carolina
$12.6K
QCG
782
Quadrant Capital Group
Ohio
$11.7K
CTB
783
Country Trust Bank
Illinois
$11.4K
CFP
784
Comprehensive Financial Planning
Pennsylvania
$11.3K +$930 +18 +9%
TC
785
Truvestments Capital
Florida
$11.3K
MCA
786
McGuire Capital Advisors
Oklahoma
$10.9K +$10.9K +210 New
LC
787
Lavaca Capital
Texas
$10.9K +$103 +2 +1%
T
788
Tidemark
California
$10.8K
AA
789
Addison Advisors
Vermont
$10.4K
NWM
790
Nova Wealth Management
Florida
$10.4K
WWM
791
Wolff Wiese Magana
California
$10.4K
W
792
WealthCollab
Washington
$10.4K +$10.3K +200 New
AFC
793
Ares Financial Consulting
California
$10.4K +$10.3K +200 New
HBW
794
Hazlett, Burt & Watson
West Virginia
$10K +$10.3K +200 New
MASM
795
MH & Associates Securities Management
California
$9.06K +$8.99K +174 New
TSMHT
796
Thurston Springer Miller Herd & Titak
Indiana
$6.97K -$18.9K -366 -73%
CIAS
797
CBIZ Investment Advisory Services
Ohio
$6.71K +$1.03K +20 +19%
BTI
798
Blue Trust Inc
Georgia
$6.14K
ETC
799
Exchange Traded Concepts
Oklahoma
$5.83K -$930 -18 -14%
KBFS
800
Kohmann Bosshard Financial Services
Ohio
$5.72K +$5.69K +110 New