We are live on ! Find out more
NOBL icon

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
Morgan Stanley
1
Morgan Stanley
New York
$1B -$162M -3,133,700 -14%
Bank of America
2
Bank of America
North Carolina
$485M -$1.07M -20,654 -0.2%
LPL Financial
3
LPL Financial
California
$324M -$9.21M -178,174 -3%
Wells Fargo
4
Wells Fargo
California
$198M +$17M +329,562 +9%
Raymond James Financial
5
Raymond James Financial
Florida
$194M +$268K +5,192 +0.1%
UBS Group
6
UBS Group
Switzerland
$186M -$11.6M -224,092 -6%
CAM
7
Cresset Asset Management
Illinois
$169M +$5.24M +101,372 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$149M -$4.91M -94,918 -3%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$137M +$923K +17,860 +0.7%
RT
10
Rockland Trust
Massachusetts
$73.1M +$3.52M +68,044 +5%
CCWM
11
Cassaday & Co Wealth Management
Virginia
$67.7M -$475K -9,190 -0.7%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$67.3M -$12.2M -235,142 -15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$64.7M -$16.1M -311,928 -20%
Ameriprise
14
Ameriprise
Minnesota
$55.4M -$3.77M -72,884 -6%
WANY
15
Wealthspire Advisors (New York)
New York
$49.5M -$1.01M -19,552 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$48.4M -$654K -12,656 -1%
Osaic Holdings
17
Osaic Holdings
Arizona
$48.4M -$2.89M -55,838 -6%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$46.6M -$4.93M -95,306 -10%
IA
19
IAM Advisory
Pennsylvania
$40.2M -$29.6M -573,080 -43%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$37.2M +$1.48M +28,544 +4%
IA
21
IFG Advisory
Georgia
$36.3M -$1.43M -27,582 -4%
CCA
22
Carrera Capital Advisors
Michigan
$34.7M +$192K +3,712 +0.6%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$33.2M -$3.74M -72,376 -10%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$29M -$828K -16,026 -3%
SFWA
25
Summit Financial Wealth Advisors
Louisiana
$26.9M +$1.4M +27,000 +6%