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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

742 hedge funds and large institutions have $5.39B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 262 increasing their positions, 290 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
742
Holders Change
-14
Holders Change %
-1.85%
% of All Funds
9.95%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
50
Increased
262
Reduced
290
Closed
49
Calls
$4.4M
Puts
$4.45M
Net Calls
-$50K
Net Calls Change
+$83K

Top Buyers

1
CCA
Carrera Capital Advisors
Michigan
+$29.4M
2
MSCM
McElhenny Sheffield Capital Management
Texas
+$11.4M
3
LPL Financial
LPL Financial
California
+$10.7M
4
GS
GTS Securities
New York
+$9.68M
5
BI
Ballast Inc
Kentucky
+$8.19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$49.3M
2
BCM
Brookstone Capital Management
Illinois
-$48.7M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$37.8M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$11.7M
5
FWM
ForthRight Wealth Management
Georgia
-$9.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
76
Joseph P. Lucia & Associates
New York
$8.19M +$324K +3,215 +4%
BI
77
Ballast Inc
Kentucky
$8.19M +$8.19M +81,304 New
JWCA
78
J.W. Cole Advisors
Florida
$8.1M +$938K +9,318 +13%
Corient Private Wealth
79
Corient Private Wealth
Florida
$7.85M -$424K -4,214 -5%
BCM
80
Brookstone Capital Management
Illinois
$7.84M -$48.7M -483,710 -86%
Sumitomo Mitsui Trust Group
81
Sumitomo Mitsui Trust Group
Japan
$7.76M -$7.04M -69,925 -48%
OC
82
Oppenheimer & Co
New York
$7.54M -$97K -963 -1%
US Bancorp
83
US Bancorp
Minnesota
$7.51M +$217K +2,154 +3%
ACM
84
Allred Capital Management
Texas
$7.46M +$382K +3,794 +5%
TBC
85
Ted Buchan & Co
California
$7.46M +$226K +2,240 +3%
TCA
86
Transcend Capital Advisors
New Jersey
$7.42M +$17.1K +170 +0.2%
MML Investors Services
87
MML Investors Services
Massachusetts
$7.35M -$227K -2,258 -3%
BEI
88
Benjamin Edwards Inc
Missouri
$7.34M -$146K -1,446 -2%
PTCG
89
Pring Turner Capital Group
California
$7.32M -$315K -3,133 -4%
LWP
90
LMG Wealth Partners
Louisiana
$7.18M -$103K -1,020 -1%
SF
91
Summit Financial
New Jersey
$7.16M +$376K +3,716 +6%
GB
92
Gunma Bank
Japan
$6.99M – – –
TWM
93
Tradition Wealth Management
Minnesota
$6.97M -$18K -179 -0.3%
CWM
94
Centurion Wealth Management
Virginia
$6.88M -$200K -1,983 -3%
CC
95
Cypress Capital
Tennessee
$6.86M +$112K +1,110 +2%
AWE
96
Avidian Wealth Enterprises
Texas
$6.44M -$7.12M -70,715 -53%
GFG
97
Goldstone Financial Group
Illinois
$6.29M +$390K +3,786 +7%
KAS
98
Kestra Advisory Services
Texas
$6.09M +$1.06M +10,479 +21%
FIA
99
Foundations Investment Advisors
Arizona
$6.08M +$622K +6,181 +11%
FPGK
100
Financial Partners Group (Kansas)
Kansas
$6.04M -$1.33M -13,211 -18%
2 3
4
5 6