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ProShares S&P MidCap 400 Dividend Aristocrats ETF

240 hedge funds and large institutions have $1.14B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2026 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

13% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 79

5% more capital invested

Capital invested by funds: $1.08B → $1.14B (+$57M)

0.24% more ownership

Funds ownership: 64.94%65.17% (+0.24%)

0% more funds holding

Funds holding: 240240 (0)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
240
Holders Change
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
89
Reduced
79
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
226
Signature Equity Partners
Ohio
$15.9K -$1.97K -22 -11%
CWM
227
Copia Wealth Management
Oregon
$15.3K
AAG
228
Armstrong Advisory Group
Massachusetts
$13.6K
MWA
229
Medallion Wealth Advisors
Connecticut
$13K
AF
230
Allworth Financial
California
$12.3K
PB
231
Pinnacle Bancorp
Nebraska
$9.16K
RC
232
Rexford Capital
Texas
$8.33K +$8.13K +91 New
PF
233
PlanVest Financial
Maryland
$8.07K
Vanguard Advisers Inc
234
Vanguard Advisers Inc
Pennsylvania
$7.97K
FCAS
235
First Command Advisory Services
Texas
$7.78K
MSG
236
Main Street Group
Virginia
$1.37K
EWA
237
EverSource Wealth Advisors
Alabama
$1.1K
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$1.1K +$179 +2 +20%
SWAG
239
Spectrum Wealth Advisory Group
California
$772 +$715 +8 New
VNA
240
Valley National Advisers
Pennsylvania
$733 +$715 +8 New
CIA
241
Cape Investment Advisory
Georgia
$458 +$447 +5 New
CIM
242
Confluence Investment Management
Missouri
-$1.24M -14,360 Closed
Goldman Sachs
243
Goldman Sachs
New York
-$769K -8,902 Closed
RIP
244
RAM Investment Partners
Washington
-$354K -4,100 Closed
Citadel Advisors
245
Citadel Advisors
Florida
-$299K -3,464 Closed
CT
246
Colonial Trust
South Carolina
-$216K -2,500 Closed
PA
247
PFG Advisors
Arizona
-$211K -2,443 Closed
MCM
248
MAI Capital Management
Ohio
-$115K -1,333 Closed
DWP
249
Destiny Wealth Partners
Florida
-$77.4K -896 Closed
GSEP
250
Golden State Equity Partners
California
-$70.4K -815 Closed

REGL Hedge Fund Activity: Q2 2026 in Review

240 of the 8,269 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q2 2026, worth a combined $1.14B — up 5.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new REGL positions and 17 closed out — a net gain of 5 holders — while 89 added to existing stakes and 79 trimmed.

The largest buyer was Modern Wealth Management, adding an estimated $13.6M. The largest seller was Morgan Stanley, cutting an estimated $10.1M.

  • 240 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $1.14B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q2 2026, up 5.3% quarter-over-quarter.
  • 22 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q2 2026 and 17 closed out, a net change of +5 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q2 2026 was Modern Wealth Management, an estimated $13.6M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q2 2026 was Morgan Stanley, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2026.