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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
AWM
176
Apollon Wealth Management
South Carolina
$3.02M -$89.2K -1,726 -3%
KAS
177
KPP Advisory Services
Kentucky
$2.99M -$85.4K -1,652 -3%
DFA
178
DHJJ Financial Advisors
Illinois
$2.94M -$77.2K -1,494 -3%
CCP
179
Cushing Capital Partners
Wisconsin
$2.92M +$87.9K +1,700 +3%
TCTWM
180
Three Cord True Wealth Management
Pennsylvania
$2.92M -$385K -7,446 -12%
MC
181
Moors & Cabot
Massachusetts
$2.91M +$185K +3,572 +7%
AG
182
AmeriFlex Group
Nevada
$2.85M -$2.25M -43,440 -44%
TWG
183
The Wealth Group
Minnesota
$2.85M -$42.5K -822 -1%
SPC
184
Sigma Planning Corp
Michigan
$2.84M -$1.45M -27,970 -34%
GVAG
185
Great Valley Advisor Group
Delaware
$2.8M +$290K +5,620 +12%
FTS
186
Fifth Third Securities
Ohio
$2.79M +$49.8K +964 +2%
KWA
187
Kingswood Wealth Advisors
California
$2.79M +$601K +11,622 +28%
TFS
188
Thoroughbred Financial Services
Tennessee
$2.79M -$2.16M -41,752 -44%
PCMC
189
Paragon Capital Management (Colorado)
Colorado
$2.77M -$173K -3,356 -6%
CWM
190
Connecticut Wealth Management
Connecticut
$2.74M -$896K -17,334 -25%
CLA
191
Carnegie Lake Advisors
New Jersey
$2.74M +$3.93K +76 +0.1%
NDSI
192
Newman Dignan & Sheerar Inc
Rhode Island
$2.73M -$22.9K -444 -0.8%
QCM
193
Quantinno Capital Management
New York
$2.73M +$15.2K +294 +0.6%
AMCA
194
Arthur M. Cohen & Associates
Illinois
$2.7M +$5.69K +110 +0.2%
ASN
195
Advisory Services Network
Georgia
$2.7M -$192K -3,718 -7%
PPH
196
Pure Portfolios Holdings
Oregon
$2.66M -$20.5K -396 -0.8%
RCWM
197
Royal Capital Wealth Management
Indiana
$2.65M +$724 +14 +0%
GPCM
198
Guardsman Private Capital Management
Florida
$2.64M +$2.62M +50,696 New
MSWM
199
Mowery & Schoenfeld Wealth Management
Illinois
$2.63M -$49.1K -950 -2%
CFCI
200
Comprehensive Financial Consultants Institutional
Indiana
$2.58M +$152K +2,950 +6%