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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 %
ORC
101
O'Rourke & Company
Massachusetts
$6.01M +$114K +1,131 +2%
JCM
102
Jacobi Capital Management
Pennsylvania
$5.97M +$159K +1,574 +3%
V
103
ViaWealth
Kansas
$5.94M +$46K +457 +0.8%
TSWM
104
Tyler-Stone Wealth Management
Ohio
$5.91M +$17.2K +171 +0.3%
William Blair & Company
105
William Blair & Company
Illinois
$5.87M +$38.4K +381 +0.7%
WIA
106
World Investment Advisors
California
$5.84M +$142K +1,407 +2%
OCM
107
One Capital Management
California
$5.82M -$64.6K -641 -1%
PCIA
108
Prime Capital Investment Advisors
Kansas
$5.58M -$11.7M -116,016 -68%
SR
109
Syntax Research
Florida
$5.52M +$476K +4,727 +9%
AF
110
Apollon Financial
South Carolina
$5.46M -$1.38M -13,667 -20%
PFS
111
Prospera Financial Services
Texas
$5.35M -$349K -3,463 -6%
CIAS
112
Capital Investment Advisory Services
North Carolina
$5.26M +$208K +2,065 +4%
WS
113
Wedbush Securities
California
$5.22M +$219K +2,172 +4%
RTC
114
Real Talk Capital
Tennessee
$5.22M -$274K -2,720 -5%
TFS
115
Thoroughbred Financial Services
Tennessee
$5.21M -$1.37M -13,623 -21%
HIS
116
Harvest Investment Services
Illinois
$5.03M +$71.3K +708 +1%
IWM
117
IHT Wealth Management
Illinois
$5M +$19.7K +196 +0.4%
LIA
118
Lynx Investment Advisory
District of Columbia
$4.88M -$337K -3,350 -6%
MCA
119
MSH Capital Advisors
Arizona
$4.84M +$190K +1,891 +4%
VVP
120
Venture Visionary Partners
Ohio
$4.77M -$310K -3,075 -6%
RBFC
121
Roman Butler Fullerton & Co
Missouri
$4.72M -$69.9K -668 -1%
AWS
122
Atria Wealth Solutions
New York
$4.64M -$1.45M -14,300 -24%
CAM
123
Cozad Asset Management
Illinois
$4.62M +$30.2K +300 +0.7%
KA
124
Kovack Advisors
Florida
$4.6M -$10.1K -100 -0.2%
BWM
125
Brown Wealth Management
Illinois
$4.59M +$4.59M +45,593 New
3 4
5
6 7