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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
WA
826
Wealthstar Advisors
Texas
-$1.16M -22,470 Closed
BCM
827
Boreal Capital Management
Florida
-$850K -16,492 Closed
LSIA
828
LaSalle St. Investment Advisors
Illinois
-$678K -13,164 Closed
FA
829
Fountainhead AM
New Jersey
-$648K -12,574 Closed
IWA
830
Invera Wealth Advisors
Oregon
-$572K -11,106 Closed
RW
831
Rede Wealth
Virginia
-$474K -9,200 Closed
Kovitz Investment Group Partners
832
Kovitz Investment Group Partners
Illinois
-$458K -8,892 Closed
GXJ
833
Global X Japan
Japan
-$449K -8,708 Closed
RB
834
Renasant Bank
Mississippi
-$426K -8,264 Closed
HF
835
HRT Financial
New York
-$371K -7,214 Closed
LA
836
LVW Advisors
New York
-$355K -6,884 Closed
EWM
837
Empirical Wealth Management
Washington
-$348K -6,754 Closed
CFA
838
Cahill Financial Advisors
Minnesota
-$307K -5,958 Closed
OC
839
Oarsman Capital
Wisconsin
-$277K -5,370 Closed
FFA
840
Founders Financial Alliance
North Carolina
-$267K -5,184 Closed
Financial Engines Advisors
841
Financial Engines Advisors
California
-$262K -5,086 Closed
SW
842
Simplicity Wealth
New Jersey
-$257K -4,984 Closed
CFG
843
Citizens Financial Group
Rhode Island
-$245K -4,746 Closed
PPA
844
Painted Porch Advisors
California
-$244K -4,740 Closed
CPA
845
Capital Performance Advisors
California
-$240K -4,660 Closed
TIAA Trust, National Association
846
TIAA Trust, National Association
North Carolina
-$233K -4,514 Closed
SRWM
847
Shira Ridge Wealth Management
California
-$225K -4,368 Closed
KIM
848
Kane Investment Management
California
-$210K -4,074 Closed
WIM
849
WealthPlan Investment Management
Nebraska
-$207K -4,018 Closed
NAS
850
NWF Advisory Services
California
-$204K -3,964 Closed