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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

741 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 49 funds opening new positions, 262 increasing their positions, 290 reducing their positions, and 49 closing their positions.

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% 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
49
Increased
262
Reduced
290
Closed
49
Calls
$4.4M
Puts
$4.45M
Net Calls
-$50K
Net Calls Change
+$83K

Top Buyers

1
CCA
1
Carrera Capital Advisors
Michigan
$29.4M
2
MSCM
2
McElhenny Sheffield Capital Management
Texas
$11.7M
3
LPL Financial
3
LPL Financial
California
$329M
4
GS
4
GTS Securities
New York
$12.3M
5
BI
5
Ballast Inc
Kentucky
$8.19M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.09B
2
BCM
2
Brookstone Capital Management
Illinois
$7.84M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$904K
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$5.58M
5
FWM
5
ForthRight Wealth Management
Georgia
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
126
RoundAngle Advisors
New Jersey
$4.57M +$48.7K +484 +1%
PCMC
127
Paragon Capital Management (Colorado)
Colorado
$4.48M -$109K -1,079 -2%
SPC
128
Sigma Planning Corp
Michigan
$4.46M -$66.1K -656 -1%
PAS
129
PKS Advisory Services
New York
$4.43M +$89.4K +888 +2%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$4.39M -$212K -2,102 -5%
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$4.32M -$127K -1,259 -3%
PAG
132
Paladin Advisory Group
Iowa
$4.31M +$1.71K +17 +0%
AF
133
Allworth Financial
California
$4.3M +$45.9K +456 +1%
CA
134
Clearstead Advisors
Ohio
$4.28M -$10.1K -100 -0.2%
ACG
135
Allen Capital Group
Nebraska
$4.22M -$36.1K -358 -0.8%
SWP
136
Stratos Wealth Partners
Ohio
$4.16M -$27.1K -269 -0.6%
PCMF
137
Private Capital Management (Florida)
Florida
$4.15M -$90.1K -895 -2%
GRP
138
Global Retirement Partners
California
$4.1M +$4.1M +40,763 New
AC
139
Avant Capital
Louisiana
$3.98M -$157K -1,564 -4%
CWM
140
Connecticut Wealth Management
Connecticut
$3.9M -$572K -5,681 -13%
IPAM
141
ICICI Prudential Asset Management
India
$3.88M – – –
CCA
142
Cora Capital Advisors
New Jersey
$3.87M +$51.8K +514 +1%
CWP
143
Concord Wealth Partners
Virginia
$3.87M -$759K -7,538 -16%
CAMV
144
Concord Asset Management (Virginia)
Virginia
$3.87M +$52.7K +523 +1%
WP
145
WealthShield Partners
North Carolina
$3.78M -$1.82M -18,107 -33%
VCP
146
Verus Capital Partners
Arizona
$3.74M +$258K +2,565 +7%
BWM
147
BCS Wealth Management
Tennessee
$3.68M -$474K -4,710 -11%
SPIA
148
Steward Partners Investment Advisory
New York
$3.65M +$371K +3,683 +11%
AQR Capital Management
149
AQR Capital Management
Connecticut
$3.59M -$79.4K -788 -2%
MCC
150
Money Concepts Capital
Florida
$3.58M +$2.05M +20,379 +135%
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