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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
PWP
76
Prasad Wealth Partners
Ohio
$8.63M +$8.57M +165,796 New
KDA
77
Kraft Davis & Associates
Missouri
$8.58M -$513K -9,928 -6%
JPLA
78
Joseph P. Lucia & Associates
New York
$8.22M -$182K -3,516 -2%
LWP
79
LMG Wealth Partners
Louisiana
$8.21M +$593K +11,470 +8%
FIA
80
Foundations Investment Advisors
Arizona
$8.05M +$1.29M +24,906 +19%
LPT
81
Legacy Private Trust
Wisconsin
$7.94M -$892K -17,250 -10%
CWM
82
Centurion Wealth Management
Virginia
$7.79M +$290K +5,606 +4%
CCA
83
Cypress Capital Advisors
Tennessee
$7.77M +$5.13M +99,190 +198%
MML Investors Services
84
MML Investors Services
Massachusetts
$7.77M +$366K +7,082 +5%
DADC
85
D.A. Davidson & Co
Montana
$7.75M -$476K -9,214 -6%
SF
86
Summit Financial
New Jersey
$7.75M +$179K +3,470 +2%
BCM
87
Brookstone Capital Management
Illinois
$7.73M +$114K +2,204 +2%
PTCG
88
Pring Turner Capital Group
California
$7.65M +$424K +8,196 +6%
MW
89
Marble Wealth
Alabama
$7.57M +$7.52M +145,494 New
US Bancorp
90
US Bancorp
Minnesota
$7.54M -$56K -1,084 -0.7%
TCA
91
Transcend Capital Advisors
New Jersey
$7.35M -$50.6K -978 -0.7%
BEI
92
Benjamin Edwards Inc
Missouri
$7.2M -$325K -6,294 -4%
TWM
93
Tradition Wealth Management
Minnesota
$7.11M +$12.4K +240 +0.2%
RTC
94
Real Talk Capital
Tennessee
$7.08M +$891K +17,230 +14%
BF
95
Benchmark Financial
Delaware
$7.06M +$7.01M +135,622 New
TBC
96
Ted Buchan & Co
California
$7.02M +$355K +6,860 +5%
GFG
97
Goldstone Financial Group
Illinois
$6.93M +$216K +4,178 +3%
JWCA
98
J.W. Cole Advisors
Florida
$6.87M -$649K -12,564 -8%
ACM
99
Allred Capital Management
Texas
$6.78M -$364K -7,048 -5%
PA
100
Prism Advisors
California
$6.67M -$2.04M -39,468 -24%