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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
GSEP
126
Golden State Equity Partners
California
$4.93M +$3.59M +65,454 +238%
PCMF
127
Private Capital Management (Florida)
Florida
$4.89M +$271K +4,942 +6%
SPIA
128
Steward Partners Investment Advisory
New York
$4.83M +$753K +13,740 +18%
WP
129
WealthShield Partners
North Carolina
$4.82M +$99.4K +1,814 +2%
CT
130
Caldwell Trust
Florida
$4.74M -$161K -2,930 -3%
KA
131
Kovack Advisors
Florida
$4.74M -$146K -2,666 -3%
IWA
132
Independent Wealth Advisors
North Carolina
$4.73M +$110K +2,006 +2%
AF
133
Apollon Financial
South Carolina
$4.69M -$25.1K -458 -0.5%
CA
134
Clearstead Advisors
Ohio
$4.6M +$77.2K +1,408 +2%
UWP
135
Uniting Wealth Partners
Kansas
$4.48M +$517K +9,436 +13%
AF
136
Allworth Financial
California
$4.39M +$35.3K +644 +0.8%
Tudor Investment Corp
137
Tudor Investment Corp
Connecticut
$4.38M +$4.53M +82,588 New
RBFC
138
Roman Butler Fullerton & Co
Missouri
$4.32M -$350K -6,380 -7%
DC
139
Davenport & Co
Virginia
$4.31M +$809K +14,764 +22%
MA
140
Mutual Advisors
Nebraska
$4.23M +$2.55M +46,470 +139%
PFS
141
Prospera Financial Services
Texas
$4.19M -$117K -2,128 -3%
CAM
142
Cozad Asset Management
Illinois
$4.08M -$42.3K -772 -1%
CWP
143
Concord Wealth Partners
Virginia
$4.08M -$36.4K -664 -0.9%
IPAM
144
ICICI Prudential Asset Management
India
$4.08M
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$4.06M +$239K +4,362 +6%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$4.05M +$648K +11,826 +18%
VVP
147
Venture Visionary Partners
Ohio
$4.03M -$97.7K -1,782 -2%
MW
148
Marble Wealth
Alabama
$4.02M -$3.82M -69,706 -48%
CAMV
149
Concord Asset Management (Virginia)
Virginia
$3.99M -$58.9K -1,074 -1%
KFG
150
Kingdom Financial Group
Arizona
$3.98M -$22.8K -416 -0.6%