We are live on ! Find out more
NOBL icon

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
AWE
101
Avidian Wealth Enterprises
Texas
$6.63M -$13.5K -262 -0.2%
Citigroup
102
Citigroup
New York
$6.57M -$1.11M -21,452 -15%
TW
103
ticino wealth
California
$6.54M +$6.5M +125,670 New
WIA
104
World Investment Advisors
California
$6.51M +$489K +9,454 +8%
V
105
ViaWealth
Kansas
$6.37M +$82K +1,586 +1%
ORC
106
O'Rourke & Company
Massachusetts
$6.3M +$29.4K +568 +0.5%
KAS
107
Kestra Advisory Services
Texas
$6.27M +$785K +15,186 +14%
BWM
108
Brown Wealth Management
Illinois
$6.24M +$534K +10,326 +9%
IAN
109
Integrated Advisors Network
Texas
$6.12M -$943K -18,240 -13%
Sumitomo Mitsui Trust Group
110
Sumitomo Mitsui Trust Group
Japan
$6.1M +$216K +4,174 +4%
William Blair & Company
111
William Blair & Company
Illinois
$6.04M +$142K +2,748 +2%
SR
112
Syntax Research
Florida
$5.95M +$159K +3,068 +3%
JCM
113
Jacobi Capital Management
Pennsylvania
$5.92M -$284K -5,494 -5%
BWM
114
BCS Wealth Management
Tennessee
$5.74M +$2.55M +49,282 +81%
CIAS
115
Capital Investment Advisory Services
North Carolina
$5.44M -$105K -2,028 -2%
LIA
116
Lynx Investment Advisory
District of Columbia
$5.42M -$177K -3,418 -3%
OCM
117
One Capital Management
California
$5.4M -$391K -7,562 -7%
MCA
118
MSH Capital Advisors
Arizona
$5.38M +$208K +4,026 +4%
PCIA
119
Prime Capital Investment Advisors
Kansas
$5.22M -$276K -5,340 -5%
MCM
120
MAI Capital Management
Ohio
$5.21M +$1.34M +25,982 +35%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$5.2M -$25.7M -497,580 -83%
WS
122
Wedbush Securities
California
$5.1M -$65.1K -1,260 -1%
RWA
123
Redmont Wealth Advisors
Illinois
$5.07M +$157K +3,038 +3%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$5.05M +$1.59M +30,814 +47%
RA
125
RoundAngle Advisors
New Jersey
$4.98M +$289K +5,598 +6%