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ProShares S&P 500 Dividend Aristocrats ETF

797 hedge funds and large institutions have $5.27B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 250 increasing their positions, 300 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.09% less ownership

Funds ownership: 48.8%47.71% (-1.1%)

6% less capital invested

Capital invested by funds: $5.6B → $5.27B (-$324M)

17% less repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 300

Holders
797
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.71M
Puts
$1.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KDA
76
Kraft Davis & Associates
Missouri
$8.58M
JPLA
77
Joseph P. Lucia & Associates
New York
$8.22M
LWP
78
LMG Wealth Partners
Louisiana
$8.21M
FIA
79
Foundations Investment Advisors
Arizona
$8.05M
LPT
80
Legacy Private Trust
Wisconsin
$7.94M
CWM
81
Centurion Wealth Management
Virginia
$7.79M
CCA
82
Cypress Capital Advisors
Tennessee
$7.77M
MML Investors Services
83
MML Investors Services
Massachusetts
$7.77M
DADC
84
D.A. Davidson & Co
Montana
$7.75M
SF
85
Summit Financial
New Jersey
$7.75M
BCM
86
Brookstone Capital Management
Illinois
$7.73M
PTCG
87
Pring Turner Capital Group
California
$7.65M
MW
88
Marble Wealth
Alabama
$7.57M
US Bancorp
89
US Bancorp
Minnesota
$7.54M
TCA
90
Transcend Capital Advisors
New Jersey
$7.35M
BEI
91
Benjamin Edwards Inc
Missouri
$7.2M
TWM
92
Tradition Wealth Management
Minnesota
$7.11M
RTC
93
Real Talk Capital
Tennessee
$7.08M
BF
94
Benchmark Financial
Delaware
$7.06M
TBC
95
Ted Buchan & Co
California
$7.02M
GFG
96
Goldstone Financial Group
Illinois
$6.93M
JWCA
97
J.W. Cole Advisors
Florida
$6.87M
ACM
98
Allred Capital Management
Texas
$6.78M
PA
99
Prism Advisors
California
$6.67M
AWE
100
Avidian Wealth Enterprises
Texas
$6.63M