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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
Fidelity Investments
126
Fidelity Investments
Massachusetts
$4.92M +$148K +2,856 +3%
CT
127
Caldwell Trust
Florida
$4.81M -$6.31K -122 -0.1%
KA
128
Kovack Advisors
Florida
$4.79M +$34.7K +672 +0.7%
DG
129
Dala Group
Illinois
$4.78M +$4.75M +91,888 New
IWM
130
IHT Wealth Management
Illinois
$4.75M -$387K -7,480 -8%
RBFC
131
Roman Butler Fullerton & Co
Missouri
$4.74M -$120K -2,314 -3%
CCW
132
Coastline Complete Wealth
South Carolina
$4.71M +$4.67M +90,438 New
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$4.68M +$3.93M +76,092 +551%
WP
134
WealthShield Partners
North Carolina
$4.64M +$865K +16,738 +23%
AF
135
Apollon Financial
South Carolina
$4.63M -$125K -2,426 -3%
PCMF
136
Private Capital Management (Florida)
Florida
$4.55M +$42.4K +820 +0.9%
IWA
137
Independent Wealth Advisors
North Carolina
$4.54M +$4.51M +87,260 New
CA
138
Clearstead Advisors
Ohio
$4.45M +$21.9K +424 +0.5%
CCA
139
Cora Capital Advisors
New Jersey
$4.32M +$200K +3,864 +5%
YCM
140
Yousif Capital Management
Michigan
$4.28M +$2.63M +50,852 +180%
AF
141
Allworth Financial
California
$4.27M -$178K -3,436 -4%
VVP
142
Venture Visionary Partners
Ohio
$4.23M -$855K -16,532 -18%
PFS
143
Prospera Financial Services
Texas
$4.22M -$166K -3,214 -4%
FPGK
144
Financial Partners Group (Kansas)
Kansas
$4.17M -$1.48M -28,718 -27%
CAM
145
Cozad Asset Management
Illinois
$4.05M -$310K -5,996 -7%
CWP
146
Concord Wealth Partners
Virginia
$4.04M +$39.2K +758 +1%
GRP
147
Global Retirement Partners
California
$4.03M -$230K -4,452 -5%
SPIA
148
Steward Partners Investment Advisory
New York
$4.03M +$115K +2,222 +3%
IPAM
149
ICICI Prudential Asset Management
India
$4.01M
SWP
150
Stratos Wealth Partners
Ohio
$4M -$156K -3,010 -4%