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ProShares S&P 500 Dividend Aristocrats ETF

764 hedge funds and large institutions have $5.6B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 335 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $3.99M | Put options by funds: $1.17M

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

2.5% more ownership

Funds ownership: 95.17%97.66% (+2.5%)

3% more capital invested

Capital invested by funds: $5.42B → $5.6B (+$182M)

1% more funds holding

Funds holding: 758764 (+6)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

28% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 335

Holders
764
Holders Change
+6
Holders Change %
+0.79%
% of All Funds
10.03%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.39%
New
48
Increased
242
Reduced
335
Closed
32
Calls
$3.99M
Puts
$1.17M
Net Calls
+$2.82M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
101
Avidian Wealth Enterprises
Texas
$6.58M -$12.8K -248 -0.2%
V
102
ViaWealth
Kansas
$6.22M +$141K +2,722 +2%
ORC
103
O'Rourke & Company
Massachusetts
$6.21M +$65.5K +1,266 +1%
JCM
104
Jacobi Capital Management
Pennsylvania
$6.14M +$37K +716 +0.6%
RTC
105
Real Talk Capital
Tennessee
$6.13M +$791K +15,296 +15%
WIA
106
World Investment Advisors
California
$5.96M -$12K -232 -0.2%
William Blair & Company
107
William Blair & Company
Illinois
$5.84M -$170K -3,278 -3%
Sumitomo Mitsui Trust Group
108
Sumitomo Mitsui Trust Group
Japan
$5.83M -$2.13M -41,100 -27%
SR
109
Syntax Research
Florida
$5.74M +$88.1K +1,702 +2%
OCM
110
One Capital Management
California
$5.74M -$222K -4,292 -4%
BWM
111
Brown Wealth Management
Illinois
$5.65M +$954K +18,444 +20%
LIA
112
Lynx Investment Advisory
District of Columbia
$5.54M +$548K +10,600 +11%
CIAS
113
Capital Investment Advisory Services
North Carolina
$5.49M +$113K +2,184 +2%
PCIA
114
Prime Capital Investment Advisors
Kansas
$5.45M -$264K -5,096 -5%
KAS
115
Kestra Advisory Services
Texas
$5.43M -$806K -15,580 -13%
FPGK
116
Financial Partners Group (Kansas)
Kansas
$5.38M -$797K -15,404 -13%
MCA
117
MSH Capital Advisors
Arizona
$5.12M +$173K +3,338 +3%
WS
118
Wedbush Securities
California
$5.11M -$231K -4,458 -4%
IWM
119
IHT Wealth Management
Illinois
$5.09M -$30.1K -582 -0.6%
AG
120
AmeriFlex Group
Nevada
$5.06M +$2.91M +56,226 +134%
HIS
121
Harvest Investment Services
Illinois
$5.04M -$106K -2,048 -2%
TFS
122
Thoroughbred Financial Services
Tennessee
$4.91M -$423K -8,174 -8%
RWA
123
Redmont Wealth Advisors
Illinois
$4.87M +$8.28K +160 +0.2%
VVP
124
Venture Visionary Partners
Ohio
$4.86M -$22.5K -434 -0.5%
CT
125
Caldwell Trust
Florida
$4.77M +$69.7K +1,348 +1%