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ProShares S&P Technology Dividend Aristocrats ETF

71 hedge funds and large institutions have $170M invested in ProShares S&P Technology Dividend Aristocrats ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

3% more capital invested

Capital invested by funds: $165M → $170M (+$4.48M)

0.08% more ownership

Funds ownership: 64.76%64.84% (+0.08%)

0% more funds holding

Funds holding: 7171 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
71
Holders Change
Holders Change %
0%
% 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
9
Increased
27
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.2M -$577K -6,829 -2%
BCI
2
Brinker Capital Investments
Pennsylvania
$19.5M -$728K -8,609 -4%
Bank of America
3
Bank of America
North Carolina
$15.2M +$462K +5,470 +3%
Wells Fargo
4
Wells Fargo
California
$14M -$1.38M -16,328 -9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.2M -$1.52M -17,983 -11%
WIM
6
WealthPlan Investment Management
Nebraska
$9.1M +$478K +5,656 +6%
LPL Financial
7
LPL Financial
California
$8.22M -$270K -3,190 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.19M +$185K +2,183 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.91M +$238K +2,817 +5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.83M -$82.6K -977 -2%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$4.71M +$84.5K +1,000 +2%
MCM
12
Mendel Capital Management
Arkansas
$4.04M +$191K +2,262 +5%
TFA
13
Toth Financial Advisory
Virginia
$3.55M +$1.54M +18,234 +80%
WP
14
WealthPLAN Partners
Nebraska
$3.49M +$45.7K +540 +1%
Raymond James Financial
15
Raymond James Financial
Florida
$3.36M -$1.74M -20,562 -35%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.27M +$1.09M +12,932 +52%
Goldman Sachs
17
Goldman Sachs
New York
$2.92M +$777K +9,189 +37%
LOIM
18
Liberty One Investment Management
Illinois
$2.53M -$78.2K -925 -3%
NA
19
NewEdge Advisors
Louisiana
$2.47M +$1.69M +19,988 +232%
CMP
20
Coston McIsaac & Partners
Maine
$2.35M +$210K +2,481 +10%
WIA
21
World Investment Advisors
California
$1.47M +$42.7K +505 +3%
CWP
22
Concord Wealth Partners
Virginia
$1.22M -$71.4K -844 -6%
CAMV
23
Concord Asset Management (Virginia)
Virginia
$1.22M -$77.7K -919 -6%
CGH
24
Crossmark Global Holdings
Texas
$1.04M +$1.44K +17 +0.1%
GWM
25
Geneos Wealth Management
Colorado
$951K +$64.5K +763 +7%

TDV Hedge Fund Activity: Q3 2025 in Review

71 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P Technology Dividend Aristocrats ETF (TDV) for Q3 2025, worth a combined $170M — up 2.7% from $165M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TDV positions and 8 closed out — a net gain of 1 holder — while 27 added to existing stakes and 24 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $1.69M. The largest seller was Raymond James Financial, cutting an estimated $1.74M.

  • 71 institutional investors held ProShares S&P Technology Dividend Aristocrats ETF (TDV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $170M of ProShares S&P Technology Dividend Aristocrats ETF stock for Q3 2025, up 2.7% quarter-over-quarter.
  • 9 funds opened new ProShares S&P Technology Dividend Aristocrats ETF positions in Q3 2025 and 8 closed out, a net change of +1 holder.
  • The largest ProShares S&P Technology Dividend Aristocrats ETF buyer in Q3 2025 was NewEdge Advisors, an estimated $1.69M added.
  • The largest ProShares S&P Technology Dividend Aristocrats ETF seller in Q3 2025 was Raymond James Financial, an estimated $1.74M sold.

Based on aggregated 13F filings for Q3 2025.