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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
BL
201
Balentine LLC
Georgia
$2.48M
PFPG
202
Pinnacle Financial Partners (Georgia)
Georgia
$2.44M +$2.43M +46,958 New
CA
203
Continuum Advisory
Idaho
$2.42M -$213K -4,130 -8%
WG
204
WMS Group
Louisiana
$2.39M +$2.38M +45,988 New
BlackRock
205
BlackRock
New York
$2.38M +$1.59M +30,678 +203%
HCA
206
Heck Capital Advisors
Wisconsin
$2.36M -$7.44K -144 -0.3%
AB
207
Atlas Brown
Kentucky
$2.35M -$75.7K -1,464 -3%
GAI
208
General American Investors
New York
$2.34M +$517K +10,000 +29%
ML
209
MLP3 LLC
New Jersey
$2.33M +$2.32M +44,788 New
IAG
210
Ipsen Advisor Group
Arkansas
$2.31M +$42.1K +814 +2%
AIC
211
Archer Investment Corporation
Indiana
$2.3M +$63.9K +1,236 +3%
RSWM
212
Robertson Stephens Wealth Management
California
$2.28M -$214K -4,140 -9%
Lido Advisors
213
Lido Advisors
California
$2.27M +$724K +14,014 +47%
IFG
214
Independent Financial Group
California
$2.21M -$101K -1,962 -4%
JWM
215
Jupiter Wealth Management
Colorado
$2.21M
XT
216
XTX Topco
Cayman Islands
$2.2M +$2.19M +42,348 New
EIP
217
Ellis Investment Partners
Pennsylvania
$2.18M -$804K -15,556 -27%
MOS
218
MGO One Seven
Ohio
$2.17M -$82.2K -1,590 -4%
BCG
219
Breakwater Capital Group
New Jersey
$2.13M +$43.3K +838 +2%
VT
220
Vise Technologies
New York
$2.13M +$2.12M +40,922 New
SVWAG
221
Sound View Wealth Advisors Group
Georgia
$2.12M -$26.9K -520 -1%
BWA
222
Beam Wealth Advisors
Louisiana
$2.12M -$67.7K -1,310 -3%
EF
223
Empowered Funds
Pennsylvania
$2.06M +$2.05M +39,636 New
ISFAN
224
Investor's Fiduciary Advisor Network
Washington
$2.06M -$75.3K -1,456 -4%
WPA
225
West Paces Advisors
Georgia
$2.06M