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ProShares S&P 500 Dividend Aristocrats ETF

803 hedge funds and large institutions have $5.28B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 252 increasing their positions, 300 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.25% less ownership

Funds ownership: 48.81%47.56% (-1.2%)

6% less capital invested

Capital invested by funds: $5.6B → $5.28B (-$315M)

16% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 300

Holders
803
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.71M
Puts
$1.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
101
Avidian Wealth Enterprises
Texas
$6.63M
Citigroup
102
Citigroup
New York
$6.57M
TW
103
ticino wealth
California
$6.54M
WIA
104
World Investment Advisors
California
$6.51M
V
105
ViaWealth
Kansas
$6.37M
ORC
106
O'Rourke & Company
Massachusetts
$6.3M
KAS
107
Kestra Advisory Services
Texas
$6.27M
BWM
108
Brown Wealth Management
Illinois
$6.24M
IAN
109
Integrated Advisors Network
Texas
$6.12M
Sumitomo Mitsui Trust Group
110
Sumitomo Mitsui Trust Group
Japan
$6.1M
William Blair & Company
111
William Blair & Company
Illinois
$6.04M
SR
112
Syntax Research
Florida
$5.95M
JCM
113
Jacobi Capital Management
Pennsylvania
$5.92M
BWM
114
BCS Wealth Management
Tennessee
$5.74M
CIAS
115
Capital Investment Advisory Services
North Carolina
$5.44M
LIA
116
Lynx Investment Advisory
District of Columbia
$5.42M
OCM
117
One Capital Management
California
$5.4M
MCA
118
MSH Capital Advisors
Arizona
$5.38M
PCIA
119
Prime Capital Investment Advisors
Kansas
$5.22M
MCM
120
MAI Capital Management
Ohio
$5.21M
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$5.2M
WS
122
Wedbush Securities
California
$5.1M
RWA
123
Redmont Wealth Advisors
Illinois
$5.07M
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$5.05M
RA
125
RoundAngle Advisors
New Jersey
$4.98M