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ProShares S&P 500 Dividend Aristocrats ETF

808 hedge funds and large institutions have $5.18B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 261 increasing their positions, 319 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $5.3B → $5.18B (-$112M)

18% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 319

44% less call options, than puts

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

Holders
808
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11M
Puts
$19.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMF
126
Private Capital Management (Florida)
Florida
$4.89M
SPIA
127
Steward Partners Investment Advisory
New York
$4.83M
WP
128
WealthShield Partners
North Carolina
$4.82M
CT
129
Caldwell Trust
Florida
$4.74M
KA
130
Kovack Advisors
Florida
$4.74M
IWAL
131
Independent Wealth Advisors LLC
North Carolina
$4.73M
AF
132
Apollon Financial
South Carolina
$4.69M
CA
133
Clearstead Advisors
Ohio
$4.6M
UWP
134
Uniting Wealth Partners
Kansas
$4.48M
AF
135
Allworth Financial
California
$4.39M
Tudor Investment Corp
136
Tudor Investment Corp
Connecticut
$4.38M
RBFC
137
Roman Butler Fullerton & Co
Missouri
$4.32M
DC
138
Davenport & Co
Virginia
$4.31M
MA
139
Mutual Advisors
Nebraska
$4.23M
PFS
140
Prospera Financial Services
Texas
$4.19M
CAM
141
Cozad Asset Management
Illinois
$4.08M
CWP
142
Concord Wealth Partners
Virginia
$4.08M
IPAM
143
ICICI Prudential Asset Management
India
$4.08M
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$4.06M
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$4.05M
VVP
146
Venture Visionary Partners
Ohio
$4.03M
MW
147
Marble Wealth
Alabama
$4.02M
CAMV
148
Concord Asset Management (Virginia)
Virginia
$3.99M
KFG
149
Kingdom Financial Group
Arizona
$3.98M
LAS
150
Lloyd Advisory Services
Georgia
$3.98M