TDV icon

ProShares S&P Technology Dividend Aristocrats ETF

72 hedge funds and large institutions have $160M invested in ProShares S&P Technology Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

41% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.1M
BCI
2
Brinker Capital Investments
Pennsylvania
$18.4M
Bank of America
3
Bank of America
North Carolina
$15.7M
Wells Fargo
4
Wells Fargo
California
$13.6M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.7M
LPL Financial
6
LPL Financial
California
$8.19M
WIM
7
WealthPlan Investment Management
Nebraska
$7.78M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.2M
TFA
9
Toth Financial Advisory
Virginia
$4.09M
Osaic Holdings
10
Osaic Holdings
Arizona
$4.06M
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$4.03M
Goldman Sachs
12
Goldman Sachs
New York
$3.28M
WP
13
WealthPLAN Partners
Nebraska
$3.27M
Raymond James Financial
14
Raymond James Financial
Florida
$3.23M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.21M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.86M
CMP
17
Coston McIsaac & Partners
Maine
$2.83M
NA
18
NewEdge Advisors
Louisiana
$2.48M
WIA
19
World Investment Advisors
California
$1.68M
LOIM
20
Liberty One Investment Management
Illinois
$1.62M
CWP
21
Concord Wealth Partners
Virginia
$1.17M
CAMV
22
Concord Asset Management (Virginia)
Virginia
$1.17M
AFWM
23
AMJ Financial Wealth Management
Virginia
$927K
GWM
24
Geneos Wealth Management
Colorado
$908K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$894K