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ProShares S&P Technology Dividend Aristocrats ETF

71 hedge funds and large institutions have $165M invested in ProShares S&P Technology Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $176M → $165M (-$10.6M)

7% less funds holding

Funds holding: 7671 (-5)

9.22% less ownership

Funds ownership: 73.98%64.76% (-9.2%)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

44% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 34

Holders
71
Holders Change
-5
Holders Change %
-6.58%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
19
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
26
AMJ Financial Wealth Management
Virginia
$886K -$35.6K -473 -4%
GWM
27
Geneos Wealth Management
Colorado
$851K -$1.05M -13,920 -58%
NA
28
NewEdge Advisors
Louisiana
$717K -$3.76K -50 -0.6%
MAM
29
MWA Asset Management
Massachusetts
$716K +$33.2K +442 +5%
SA
30
Sanctuary Advisors
Indiana
$705K +$5.94K +79 +0.9%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$682K +$33.5K +446 +6%
Truist Financial
32
Truist Financial
North Carolina
$544K -$16.2K -216 -3%
GS
33
GWN Securities
Florida
$535K -$4.74M -62,997 -91%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$531K -$29.5K -392 -6%
4A
35
4Wealth Advisors
Illinois
$500K +$6.84K +91 +2%
IFG
36
Independent Financial Group
California
$488K -$72.7K -966 -14%
PAG
37
Private Advisor Group
New Jersey
$488K -$385K -5,118 -47%
IWC
38
Integrated Wealth Concepts
Massachusetts
$482K +$6.77K +90 +2%
P
39
&Partners
Tennessee
$478K -$72.4K -962 -14%
Jane Street
40
Jane Street
New York
$465K +$421K +5,591 New
GSEP
41
Golden State Equity Partners
California
$408K +$7.52K +100 +2%
CIAS
42
CFS Investment Advisory Services
New Jersey
$400K
OMC
43
Old Mission Capital
Illinois
$398K +$359K +4,779 New
AF
44
Apollon Financial
South Carolina
$394K -$11.5K -153 -3%
NWM
45
Nova Wealth Management
Florida
$366K +$217K +2,885 +191%
VFA
46
Valeo Financial Advisors
Indiana
$360K -$13.9K -185 -4%
SPIA
47
Steward Partners Investment Advisory
New York
$347K -$45.1K -599 -13%
AAS
48
Ameritas Advisory Services
Nebraska
$339K -$67.3K -895 -18%
JWCA
49
J.W. Cole Advisors
Florida
$302K -$2.71K -36 -1%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$298K -$35.4K -470 -12%

TDV Hedge Fund Activity: Q2 2025 in Review

71 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P Technology Dividend Aristocrats ETF (TDV) for Q2 2025, worth a combined $165M — down 6% from $176M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TDV and 7 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 19 added.

The largest buyer was WealthPlan Investment Management, adding an estimated $2.66M. The largest seller was GWN Securities, cutting an estimated $4.74M.

  • 71 institutional investors held ProShares S&P Technology Dividend Aristocrats ETF (TDV) as of Q2 2025, down from 76 in Q1 2025.
  • Funds reported $165M of ProShares S&P Technology Dividend Aristocrats ETF stock for Q2 2025, down 6% quarter-over-quarter.
  • 7 funds opened new ProShares S&P Technology Dividend Aristocrats ETF positions in Q2 2025 and 11 closed out, a net change of -4 holders.
  • The largest ProShares S&P Technology Dividend Aristocrats ETF buyer in Q2 2025 was WealthPlan Investment Management, an estimated $2.66M added.
  • The largest ProShares S&P Technology Dividend Aristocrats ETF seller in Q2 2025 was GWN Securities, an estimated $4.74M sold.

Based on aggregated 13F filings for Q2 2025.