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ProShares S&P Technology Dividend Aristocrats ETF

75 hedge funds and large institutions have $162M invested in ProShares S&P Technology Dividend Aristocrats ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

6% more funds holding

Funds holding: 7175 (+4)

5% less capital invested

Capital invested by funds: $170M → $162M (-$8.39M)

2.03% less ownership

Funds ownership: 64.84%62.81% (-2%)

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
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
16
Reduced
27
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
$24.1M -$85.4K -981 -0.4%
BCI
2
Brinker Capital Investments
Pennsylvania
$18.4M -$1.06M -12,186 -5%
Bank of America
3
Bank of America
North Carolina
$15.7M +$471K +5,413 +3%
Wells Fargo
4
Wells Fargo
California
$13.6M -$373K -4,283 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.7M -$454K -5,212 -3%
LPL Financial
6
LPL Financial
California
$8.19M -$36.2K -416 -0.4%
WIM
7
WealthPlan Investment Management
Nebraska
$7.78M -$1.33M -15,320 -15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.2M +$4.96K +57 +0.1%
TFA
9
Toth Financial Advisory
Virginia
$4.09M +$543K +6,242 +15%
Osaic Holdings
10
Osaic Holdings
Arizona
$4.06M -$910K -10,453 -18%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$4.03M -$696K -8,000 -15%
Goldman Sachs
12
Goldman Sachs
New York
$3.28M +$358K +4,110 +12%
WP
13
WealthPLAN Partners
Nebraska
$3.27M -$226K -2,596 -6%
Raymond James Financial
14
Raymond James Financial
Florida
$3.23M -$139K -1,599 -4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.21M -$61.6K -708 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.86M -$1.98M -22,780 -41%
CMP
17
Coston McIsaac & Partners
Maine
$2.83M +$480K +5,510 +20%
NA
18
NewEdge Advisors
Louisiana
$2.48M -$1.65K -19 -0.1%
WIA
19
World Investment Advisors
California
$1.68M +$208K +2,385 +14%
LOIM
20
Liberty One Investment Management
Illinois
$1.62M -$918K -10,547 -36%
CWP
21
Concord Wealth Partners
Virginia
$1.17M -$53K -609 -4%
CAMV
22
Concord Asset Management (Virginia)
Virginia
$1.17M -$46.5K -534 -4%
AFWM
23
AMJ Financial Wealth Management
Virginia
$927K -$10.1K -116 -1%
GWM
24
Geneos Wealth Management
Colorado
$908K -$44.2K -508 -5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$894K +$70.9K +815 +9%

TDV Hedge Fund Activity: Q4 2025 in Review

75 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P Technology Dividend Aristocrats ETF (TDV) for Q4 2025, worth a combined $162M — down 4.9% from $170M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TDV positions and 8 closed out — a net gain of 6 holders — while 16 added to existing stakes and 27 trimmed.

The largest buyer was HighPoint Advisor Group, opening a new position worth an estimated $662K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.98M.

  • 75 institutional investors held ProShares S&P Technology Dividend Aristocrats ETF (TDV) as of Q4 2025, up from 71 in Q3 2025.
  • Funds reported $162M of ProShares S&P Technology Dividend Aristocrats ETF stock for Q4 2025, down 4.9% quarter-over-quarter.
  • 14 funds opened new ProShares S&P Technology Dividend Aristocrats ETF positions in Q4 2025 and 8 closed out, a net change of +6 holders.
  • The largest ProShares S&P Technology Dividend Aristocrats ETF buyer in Q4 2025 was HighPoint Advisor Group, an estimated $662K added.
  • The largest ProShares S&P Technology Dividend Aristocrats ETF seller in Q4 2025 was Cambridge Investment Research Advisors, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2025.