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ProShares S&P 500 Dividend Aristocrats ETF

817 hedge funds and large institutions have $5.21B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 262 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

0% more funds holding

Funds holding: 815817 (+2)

2% less capital invested

Capital invested by funds: $5.3B → $5.21B (-$96.5M)

1.26% less ownership

Funds ownership: 95.45%94.19% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

19% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 324

44% less call options, than puts

Call options by funds: $11M | Put options by funds: $19.6M

Holders
817
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
10.06%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.46%
New
64
Increased
262
Reduced
324
Closed
46
Calls
$11M
Puts
$19.6M
Net Calls
-$8.63M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
101
Lynx Investment Advisory
District of Columbia
$6.85M +$1.38M +25,146 +24%
PA
102
Prism Advisors
California
$6.79M
Sumitomo Mitsui Trust Group
103
Sumitomo Mitsui Trust Group
Japan
$6.65M +$450K +8,200 +7%
BWM
104
Brown Wealth Management
Illinois
$6.6M +$251K +4,574 +4%
WIA
105
World Investment Advisors
California
$6.55M -$84K -1,532 -1%
V
106
ViaWealth
Kansas
$6.52M +$31K +566 +0.5%
FTUS
107
Flow Traders U.S.
New York
$6.4M +$6.62M +120,670 New
ORC
108
O'Rourke & Company
Massachusetts
$6.32M -$106K -1,932 -2%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$6.25M +$4.12M +75,140 +43%
SC
110
SouthState Corp
Florida
$6.24M +$5.65M +103,018 +700%
CCA
111
Cypress Capital Advisors
Tennessee
$6.1M -$1.88M -34,366 -23%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$6M +$1.02M +18,630 +20%
JCM
113
Jacobi Capital Management
Pennsylvania
$5.91M -$116K -2,118 -2%
SR
114
Syntax Research
Florida
$5.91M -$157K -2,866 -3%
Corient Private Wealth
115
Corient Private Wealth
Florida
$5.78M -$5.53M -100,934 -48%
MCA
116
MSH Capital Advisors
Arizona
$5.7M +$225K +4,102 +4%
BEI
117
Benjamin Edwards Inc
Missouri
$5.66M -$1.73M -31,490 -23%
CIAS
118
Capital Investment Advisory Services
North Carolina
$5.63M +$93.5K +1,706 +2%
MCM
119
MAI Capital Management
Ohio
$5.46M +$156K +2,840 +3%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$5.32M +$23.6K +430 +0.4%
WS
121
Wedbush Securities
California
$5.2M +$4.39K +80 +0.1%
OCM
122
One Capital Management
California
$5.18M -$330K -6,014 -6%
CCP
123
Carmel Capital Partners
California
$5.13M +$4.38M +79,912 +475%
RA
124
RoundAngle Advisors
New Jersey
$5.12M +$44.3K +808 +0.8%
PCIA
125
Prime Capital Investment Advisors
Kansas
$5.03M -$303K -5,522 -6%