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ProShares S&P Technology Dividend Aristocrats ETF

79 hedge funds and large institutions have $151M invested in ProShares S&P Technology Dividend Aristocrats ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

5% more funds holding

Funds holding: 7579 (+4)

0.71% more ownership

Funds ownership: 62.81%63.52% (+0.71%)

7% less capital invested

Capital invested by funds: $162M → $151M (-$10.8M)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.3M -$278K -3,144 -1%
BCI
2
Brinker Capital Investments
Pennsylvania
$17M -$1.03M -11,692 -5%
Bank of America
3
Bank of America
North Carolina
$14.3M -$1.14M -12,913 -7%
Wells Fargo
4
Wells Fargo
California
$12.8M -$618K -6,989 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.1M -$1.43M -16,185 -11%
LPL Financial
6
LPL Financial
California
$8.36M +$358K +4,052 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.25M -$866K -9,805 -16%
WIM
8
WealthPlan Investment Management
Nebraska
$4.07M -$3.69M -41,789 -46%
MCM
9
Mendel Capital Management
Arkansas
$4.02M +$4.19M +47,426 New
TFA
10
Toth Financial Advisory
Virginia
$4M -$5.74K -65 -0.1%
Goldman Sachs
11
Goldman Sachs
New York
$3.98M +$808K +9,142 +24%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.68M -$312K -3,526 -8%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.29M +$153K +1,732 +5%
CMP
14
Coston McIsaac & Partners
Maine
$3M +$235K +2,660 +8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.75M -$52.7K -597 -2%
Raymond James Financial
16
Raymond James Financial
Florida
$2.61M -$570K -6,454 -17%
WP
17
WealthPLAN Partners
Nebraska
$2.53M -$700K -7,928 -21%
NA
18
NewEdge Advisors
Louisiana
$2.42M -$6.63K -75 -0.3%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$2.08M -$1.94M -22,000 -47%
WIA
20
World Investment Advisors
California
$1.72M +$80.8K +915 +5%
GSEP
21
Golden State Equity Partners
California
$1.72M +$1.38M +15,633 +333%
CAMV
22
Concord Asset Management (Virginia)
Virginia
$1.13M -$17.1K -194 -1%
CWP
23
Concord Wealth Partners
Virginia
$1.13M -$17.1K -194 -1%
CIAS
24
CFS Investment Advisory Services
New Jersey
$1.12M +$626K +7,083 +147%
AFWM
25
AMJ Financial Wealth Management
Virginia
$957K +$51.6K +584 +5%

TDV Hedge Fund Activity: Q1 2026 in Review

79 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P Technology Dividend Aristocrats ETF (TDV) for Q1 2026, worth a combined $151M — down 6.7% from $162M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TDV positions and 6 closed out — a net gain of 6 holders — while 21 added to existing stakes and 29 trimmed.

The largest buyer was Golden State Equity Partners, adding an estimated $1.38M. The largest seller was WealthPlan Investment Management, cutting an estimated $3.69M.

  • 79 institutional investors held ProShares S&P Technology Dividend Aristocrats ETF (TDV) as of Q1 2026, up from 75 in Q4 2025.
  • Funds reported $151M of ProShares S&P Technology Dividend Aristocrats ETF stock for Q1 2026, down 6.7% quarter-over-quarter.
  • 12 funds opened new ProShares S&P Technology Dividend Aristocrats ETF positions in Q1 2026 and 6 closed out, a net change of +6 holders.
  • The largest ProShares S&P Technology Dividend Aristocrats ETF buyer in Q1 2026 was Golden State Equity Partners, an estimated $1.38M added.
  • The largest ProShares S&P Technology Dividend Aristocrats ETF seller in Q1 2026 was WealthPlan Investment Management, an estimated $3.69M sold.

Based on aggregated 13F filings for Q1 2026.