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ProShares S&P MidCap 400 Dividend Aristocrats ETF

240 hedge funds and large institutions have $1.08B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 76

0% less funds holding

Funds holding: 241240 (-1)

0.42% less ownership

Funds ownership: 65.36%64.94% (-0.42%)

3% less capital invested

Capital invested by funds: $1.11B → $1.08B (-$28M)

Holders
240
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
2.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
19
Increased
93
Reduced
76
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$201M +$6.82M +76,739 +3%
CCM
2
Coldstream Capital Management
Washington
$175M -$6.89M -77,463 -4%
Raymond James Financial
3
Raymond James Financial
Florida
$61.5M +$887K +9,974 +1%
LPL Financial
4
LPL Financial
California
$55.3M -$5.69M -64,003 -9%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$52.1M +$2.44M +27,450 +5%
Bank of America
6
Bank of America
North Carolina
$47M +$1.67M +18,790 +4%
Wells Fargo
7
Wells Fargo
California
$34.1M -$341K -3,836 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$27.5M +$2.65M +29,817 +10%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$26.1M +$434K +4,885 +2%
UBS Group
10
UBS Group
Switzerland
$23.5M +$694K +7,806 +3%
P
11
&Partners
Tennessee
$21.1M -$1.85M -20,780 -8%
TFA
12
Toth Financial Advisory
Virginia
$19.7M +$36.6K +412 +0.2%
Ameriprise
13
Ameriprise
Minnesota
$19.7M +$1.11M +12,455 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.4M +$1.16M +13,087 +7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$11.8M +$124K +1,398 +1%
Stifel Financial
16
Stifel Financial
Missouri
$11M -$31.9M -358,319 -74%
Osaic Holdings
17
Osaic Holdings
Arizona
$9.51M -$847K -9,527 -8%
MWM
18
Modern Wealth Management
Kansas
$9.33M +$1.01M +11,308 +12%
BEI
19
Benjamin Edwards Inc
Missouri
$9.04M -$26.6M -298,978 -74%
FWP
20
FAS Wealth Partners
Kansas
$9M +$387K +4,350 +4%
DWM
21
Dogwood Wealth Management
Kansas
$8.32M +$507K +5,706 +6%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$7.35M +$684K +7,692 +10%
SMC
23
Smith, Moore & Co
Missouri
$7.08M +$503K +5,657 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.71M -$34.4K -387 -0.5%
BLWM
25
Bucket List Wealth Management
Florida
$6.56M +$6.75M +75,915 New

REGL Hedge Fund Activity: Q1 2026 in Review

240 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q1 2026, worth a combined $1.08B — down 2.5% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new REGL positions and 15 closed out — a net gain of 4 holders — while 93 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.82M. The largest seller was Stifel Financial, cutting an estimated $31.9M.

  • 240 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q1 2026, down from 241 in Q4 2025.
  • Funds reported $1.08B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q1 2026, down 2.5% quarter-over-quarter.
  • 19 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q1 2026 and 15 closed out, a net change of +4 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q1 2026 was Morgan Stanley, an estimated $6.82M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q1 2026 was Stifel Financial, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2026.