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ProShares S&P 500 Dividend Aristocrats ETF

817 hedge funds and large institutions have $5.21B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 262 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 46

0% more funds holding

Funds holding: 815817 (+2)

2% less capital invested

Capital invested by funds: $5.3B → $5.21B (-$96.5M)

1.26% less ownership

Funds ownership: 95.45%94.19% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

19% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 324

44% less call options, than puts

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

Holders
817
Holders Change
+2
Holders Change %
+0.25%
% of All Funds
10.06%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.46%
New
64
Increased
262
Reduced
324
Closed
46
Calls
$11M
Puts
$19.6M
Net Calls
-$8.63M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Continuum Advisory
Idaho
$2.55M +$85K +1,550 +3%
ML
202
MLP3 LLC
New Jersey
$2.53M +$157K +2,856 +6%
Pathstone Holdings
203
Pathstone Holdings
New Jersey
$2.51M +$2.39M +43,590 +1,132%
BL
204
Balentine LLC
Georgia
$2.49M -$35.3K -644 -1%
IAG
205
Ipsen Advisor Group
Arkansas
$2.46M +$109K +1,990 +4%
PFPG
206
Pinnacle Financial Partners (Georgia)
Georgia
$2.46M -$31K -566 -1%
CLA
207
Carnegie Lake Advisors
New Jersey
$2.43M -$366K -6,676 -13%
HCA
208
Heck Capital Advisors
Wisconsin
$2.43M +$25.7K +468 +1%
WG
209
WMS Group
Louisiana
$2.41M -$28K -510 -1%
GAI
210
General American Investors
New York
$2.39M
CBU
211
CIBC Bancorp USA
Illinois
$2.33M +$2.41M +44,002 New
AB
212
Atlas Brown
Kentucky
$2.33M -$61.6K -1,124 -2%
RSWM
213
Robertson Stephens Wealth Management
California
$2.29M -$41.3K -754 -2%
OPWM
214
Oxinas Partners Wealth Management
Indiana
$2.26M +$750K +13,688 +47%
IWC
215
Integrated Wealth Concepts
Massachusetts
$2.24M +$244K +4,454 +12%
TWA
216
Tulsa Wealth Advisors
Oklahoma
$2.21M +$2.29M +41,768 New
PCMC
217
Paragon Capital Management (Colorado)
Colorado
$2.21M -$638K -11,632 -22%
BCG
218
Breakwater Capital Group
New Jersey
$2.2M +$29.5K +538 +1%
QCM
219
Quantinno Capital Management
New York
$2.16M -$638K -11,638 -22%
IFG
220
Independent Financial Group
California
$2.16M -$95.6K -1,744 -4%
EIP
221
Ellis Investment Partners
Pennsylvania
$2.15M -$70.7K -1,290 -3%
CFCI
222
Comprehensive Financial Consultants Institutional
Indiana
$2.15M -$501K -9,140 -18%
SVWAG
223
Sound View Wealth Advisors Group
Georgia
$2.14M -$25.7K -468 -1%
LOIM
224
Liberty One Investment Management
Illinois
$2.14M +$151K +2,756 +7%
BWA
225
Beam Wealth Advisors
Louisiana
$2.13M -$28.2K -514 -1%