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ProShares S&P 500 Dividend Aristocrats ETF

764 hedge funds and large institutions have $5.6B invested in ProShares S&P 500 Dividend Aristocrats ETF in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 242 increasing their positions, 335 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $3.99M | Put options by funds: $1.17M

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

2.5% more ownership

Funds ownership: 95.17%97.66% (+2.5%)

3% more capital invested

Capital invested by funds: $5.42B → $5.6B (+$182M)

1% more funds holding

Funds holding: 758764 (+6)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

28% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 335

Holders
764
Holders Change
+6
Holders Change %
+0.79%
% of All Funds
10.03%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.39%
New
48
Increased
242
Reduced
335
Closed
32
Calls
$3.99M
Puts
$1.17M
Net Calls
+$2.82M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.16B +$43.9M +849,334 +4%
Bank of America
2
Bank of America
North Carolina
$481M -$133K -2,576 -0%
LPL Financial
3
LPL Financial
California
$330M -$6.05M -116,980 -2%
UBS Group
4
UBS Group
Switzerland
$196M -$7.68M -148,500 -4%
Raymond James Financial
5
Raymond James Financial
Florida
$192M -$9.28M -179,410 -5%
Wells Fargo
6
Wells Fargo
California
$179M -$12.1M -233,578 -6%
CAM
7
Cresset Asset Management
Illinois
$163M +$7.72M +149,166 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$153M +$1.47M +28,500 +1%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$135M +$1.6M +30,866 +1%
CLGM
10
Capitolis Liquid Global Markets
New York
$103M +$103M +2,000,000 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$80.2M -$9.16M -177,088 -10%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$78.7M +$27.8M +537,506 +54%
IA
13
IAM Advisory
Pennsylvania
$69.4M +$1.41M +27,268 +2%
RT
14
Rockland Trust
Massachusetts
$68.9M +$401K +7,748 +0.6%
CCWM
15
Cassaday & Co Wealth Management
Virginia
$67.5M -$637K -12,304 -0.9%
Ameriprise
16
Ameriprise
Minnesota
$58.6M -$6.1M -117,998 -9%
Osaic Holdings
17
Osaic Holdings
Arizona
$51.5M +$751K +14,508 +1%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$51M +$756K +14,620 +1%
WANY
19
Wealthspire Advisors (New York)
New York
$50.1M -$600K -11,598 -1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$48.6M -$1.65M -31,842 -3%
IA
21
IFG Advisory
Georgia
$37.4M -$3.34M -64,532 -8%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$36.6M +$1.66M +32,156 +5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$35.4M +$3.29M +63,536 +10%
CCA
24
Carrera Capital Advisors
Michigan
$34.2M +$4.29M +82,890 +14%
Cerity Partners
25
Cerity Partners
New York
$32.4M +$2.35M +45,366 +8%