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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
MWA
226
Medallion Wealth Advisors
Connecticut
$12.3K
AF
227
Allworth Financial
California
$11.6K +$11.9K +134 New
CTB
228
Country Trust Bank
Illinois
$11.2K
TPWA
229
Twin Peaks Wealth Advisors
California
$10.4K +$10.7K +120 New
PB
230
Pinnacle Bancorp
Nebraska
$8.64K
CA
231
CoreCap Advisors
Michigan
$8.47K +$711 +8 +9%
PF
232
PlanVest Financial
Maryland
$7.62K +$7.82K +88 New
VAI
233
Vanguard Advisers Inc
Pennsylvania
$7.52K +$7.73K +87 New
FCAS
234
First Command Advisory Services
Texas
$7.34K
RFP
235
Root Financial Partners
California
$4.71K
KCM
236
Key Capital Management
Tennessee
$2.77K +$2.85K +32 New
MSG
237
Main Street Group
Virginia
$1.3K +$1.33K +15 New
EWA
238
EverSource Wealth Advisors
Alabama
$1.04K +$1.07K +12 New
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$864 +$889 +10 New
TRCT
240
Tower Research Capital (TRC)
New York
$346 -$259K -2,913 -100%
FSA
241
Financial Services Advisory
Maryland
-$2.04M -24,237 Closed
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
-$1.64M -19,527 Closed
HAG
243
HighPoint Advisor Group
Illinois
-$1.58M -18,719 Closed
VF
244
Virtu Financial
New York
-$556K -6,605 Closed
WP
245
WealthPLAN Partners
Nebraska
-$341K -4,049 Closed
KWM
246
Kingsview Wealth Management
Oregon
-$328K -3,893 Closed
DWAM
247
Duncan Williams Asset Management
Tennessee
-$269K -2,939 Closed
EWM
248
Empirical Wealth Management
Washington
-$217K -2,571 Closed
CD
249
Chapin Davis
Maryland
-$201K -2,390 Closed
GAFA
250
Garton & Associates Financial Advisors
Kentucky
-$50.1K -595 Closed

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.