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ProShares S&P 500 Dividend Aristocrats ETF
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Overview Fund Activity

741 hedge funds and large institutions have $5.39B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 262 increasing their positions, 290 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
9.94%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
49
Increased
262
Reduced
290
Closed
49
Calls
$4.4M
Puts
$4.45M
Net Calls
-$50K
Net Calls Change
+$83K

Top Buyers

1
CCA
1
Carrera Capital Advisors
Michigan
$29.4M
2
MSCM
2
McElhenny Sheffield Capital Management
Texas
$11.7M
3
LPL Financial
3
LPL Financial
California
$329M
4
GS
4
GTS Securities
New York
$12.3M
5
BI
5
Ballast Inc
Kentucky
$8.19M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.09B
2
BCM
2
Brookstone Capital Management
Illinois
$7.84M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$904K
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$5.58M
5
FWM
5
ForthRight Wealth Management
Georgia
$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
201
Atlas Brown
Kentucky
$2.42M +$15.1K +150 +0.6%
IWC
202
Integrated Wealth Concepts
Massachusetts
$2.42M +$67.8K +673 +3%
AMCA
203
Arthur M. Cohen & Associates
Illinois
$2.42M +$313K +3,110 +15%
BL
204
Balentine LLC
Georgia
$2.4M – – –
BWA
205
Beam Wealth Advisors
Louisiana
$2.34M +$23.1K +229 +1%
BCG
206
Breakwater Capital Group
New Jersey
$2.33M +$168K +1,673 +8%
GWSG
207
GPS Wealth Strategies Group
Colorado
$2.29M -$14.9K -148 -0.6%
EB
208
Eastern Bank
Massachusetts
$2.29M -$295K -2,934 -11%
MA
209
Mutual Advisors
Nebraska
$2.22M -$2.7M -25,834 -55%
QCM
210
Quantinno Capital Management
New York
$2.2M -$278K -2,761 -11%
MIM
211
Macroview Investment Management
Maryland
$2.18M +$51.1K +507 +2%
MOS
212
MGO One Seven
Ohio
$2.16M -$169K -1,674 -7%
SVWAG
213
Sound View Wealth Advisors Group
Georgia
$2.16M -$141K -1,402 -6%
ISFAN
214
Investor's Fiduciary Advisor Network
Washington
$2.15M -$1.83M -18,137 -46%
CIA
215
Concurrent Investment Advisors
Florida
$2.14M +$718K +7,134 +51%
IAG
216
Ipsen Advisor Group
Arkansas
$2.13M +$161K +1,601 +8%
AIC
217
Archer Investment Corporation
Indiana
$2.13M -$48.4K -481 -2%
AG
218
AmeriFlex Group
Nevada
$2.1M -$137K -1,372 -6%
IC
219
IEQ Capital
California
$2.07M +$2.07M +20,547 New
BTWM
220
Brass Tax Wealth Management
Ohio
$2.07M -$190K -1,889 -8%
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$2.05M +$184K +1,825 +10%
JWM
222
Jupiter Wealth Management
Colorado
$2.05M – – –
PAS
223
Park Avenue Securities
New York
$2.05M -$756K -7,512 -27%
KWA
224
Kingswood Wealth Advisors
California
$2.04M -$184K -1,827 -8%
FCFC
225
First Commonwealth Financial Corp
Pennsylvania
$2.03M -$806 -8 -0%
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