ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
215 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 60 reducing their positions, and 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
32% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 60
3% more funds holding
Funds holding: 209 → 215 (+6)
1.1% more ownership
Funds ownership: 64.2% → 65.3% (+1.1%)
1% more capital invested
Capital invested by funds: $1.02B → $1.03B (+$13.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$6.35M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$5.94M |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$5.22M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.92M |
| 5 |
Two Sigma Investments
New York
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.66M |
| 2 |
Morgan Stanley
New York
|
-$5.12M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.98M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.59M |
| 5 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
-$1.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
226
Hoey Investments
Coatesville,
Pennsylvania
| – | -$14.8K | -183 | Closed |
|
227
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$8.77K | -110 | Closed |
|
|
VHAM
228
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$6.17K | -76 | Closed |
|
|
VNA
229
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$2K | -32 | Closed |
|
|
TPCW
230
TD Private Client Wealth
New York
| – | -$48 | -1 | Closed |
|
REGL Hedge Fund Activity: Q1 2025 in Review
215 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q1 2025, worth a combined $1.03B — up 1.3% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new REGL positions and 15 closed out — a net gain of 10 holders — while 79 added to existing stakes and 60 trimmed.
The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $6.35M. The largest seller was Wells Fargo, cutting an estimated $7.66M.
- 215 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q1 2025, up from 209 in Q4 2024.
- Funds reported $1.03B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q1 2025, up 1.3% quarter-over-quarter.
- 25 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q1 2025 and 15 closed out, a net change of +10 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q1 2025 was Connecticut Wealth Management, an estimated $6.35M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q1 2025 was Wells Fargo, an estimated $7.66M sold.
Based on aggregated 13F filings for Q1 2025.