ProShares S&P Technology Dividend Aristocrats ETF
TDV
76 hedge funds and large institutions have $176M invested in ProShares S&P Technology Dividend Aristocrats ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 10 closing their positions.
0.03% more ownership
Funds ownership: 73.95% → 73.98% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $184M → $176M (-$7.93M)
4% less funds holding
Funds holding: 79 → 76 (-3)
11% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 27
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GWN Securities
Palm Beach Gardens,
Florida
|
+$5.07M |
| 2 |
Morgan Stanley
New York
|
+$1.13M |
| 3 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$942K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$844K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.95M |
| 2 |
Goldman Sachs
New York
|
-$1.99M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.55M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.3M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWA
76
Medallion Wealth Advisors
Farmington,
Connecticut
| $1.67K | – | – | – |
|
|
OMC
77
Old Mission Capital
Chicago,
Illinois
| – | -$1.3M | -17,295 | Closed |
|
|
MCM
78
Magnolia Capital Management
Cold Spring,
New York
| – | -$377K | -4,990 | Closed |
|
|
TSS
79
Two Sigma Securities
New York
| – | -$364K | -4,822 | Closed |
|
80
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$218K | -2,886 | Closed |
|
|
MSWM
81
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| – | -$40.9K | -542 | Closed |
|
82
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$41K | -538 | Closed |
|
|
PA
83
PSI Advisors
Tampa,
Florida
| – | -$34.6K | -460 | Closed |
|
|
AWM
84
AE Wealth Management
Topeka,
Kansas
| – | -$13.2K | -175 | Closed |
|
|
AWM
85
Avior Wealth Management
Omaha,
Nebraska
| – | -$11K | -146 | Closed |
|
|
GM
86
GeoWealth Management
Chicago,
Illinois
| – | -$377 | -5 | Closed |
|
TDV Hedge Fund Activity: Q1 2025 in Review
76 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P Technology Dividend Aristocrats ETF (TDV) for Q1 2025, worth a combined $176M — down 4.3% from $184M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of TDV and 8 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 24 added.
The largest buyer was GWN Securities, adding an estimated $5.07M. The largest seller was Osaic Holdings, cutting an estimated $7.95M.
- 76 institutional investors held ProShares S&P Technology Dividend Aristocrats ETF (TDV) as of Q1 2025, down from 79 in Q4 2024.
- Funds reported $176M of ProShares S&P Technology Dividend Aristocrats ETF stock for Q1 2025, down 4.3% quarter-over-quarter.
- 8 funds opened new ProShares S&P Technology Dividend Aristocrats ETF positions in Q1 2025 and 10 closed out, a net change of -2 holders.
- The largest ProShares S&P Technology Dividend Aristocrats ETF buyer in Q1 2025 was GWN Securities, an estimated $5.07M added.
- The largest ProShares S&P Technology Dividend Aristocrats ETF seller in Q1 2025 was Osaic Holdings, an estimated $7.95M sold.
Based on aggregated 13F filings for Q1 2025.