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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
CAMV
151
Concord Asset Management (Virginia)
Virginia
$3.97M +$14.6K +282 +0.4%
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$3.96M -$130K -2,508 -3%
MCC
153
Money Concepts Capital
Florida
$3.94M +$165K +3,186 +4%
KFG
154
Kingdom Financial Group
Arizona
$3.93M +$3.9M +75,536 New
UWP
155
Uniting Wealth Partners
Kansas
$3.91M +$1.18M +22,892 +44%
ACG
156
Allen Capital Group
Nebraska
$3.89M -$300K -5,798 -7%
AC
157
Avant Capital
Louisiana
$3.76M -$193K -3,734 -5%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$3.75M +$104K +2,010 +3%
AFP
159
Ausdal Financial Partners
Iowa
$3.75M +$365K +7,054 +11%
FFA
160
Farther Finance Advisors
California
$3.73M +$831K +16,078 +29%
NFG
161
Nations Financial Group
Iowa
$3.58M +$3.34M +64,656 +1,572%
TF
162
Trek Financial
Arizona
$3.48M +$592K +11,456 +21%
DC
163
Davenport & Co
Virginia
$3.47M +$397K +7,686 +13%
VCP
164
Verus Capital Partners
Arizona
$3.45M -$257K -4,980 -7%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$3.36M +$1.68M +32,454 +101%
CIC
166
Cutler Investment Counsel
Oregon
$3.35M +$1.14K +22 +0%
KPWS
167
Kestra Private Wealth Services
Texas
$3.34M +$3.31K +64 +0.1%
CQWA
168
Chokshi & Queen Wealth Advisors
California
$3.32M -$150K -2,906 -4%
PI
169
PFG Investments
New York
$3.23M -$14K -270 -0.4%
AWM
170
Axxcess Wealth Management
California
$3.15M +$407K +7,870 +15%
HAG
171
HighPoint Advisor Group
Illinois
$3.15M +$3.13M +60,466 New
NEWAS
172
N.E.W. Advisory Services
Wisconsin
$3.13M +$83.8K +1,622 +3%
CAAM
173
Cornerstone Advisors Asset Management
Pennsylvania
$3.11M
JGIA
174
Jackson Grant Investment Advisers
Connecticut
$3.11M -$106K -2,058 -3%
SQA
175
Simon Quick Advisors
New Jersey
$3.1M +$3.08M +59,518 New