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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
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$6.29M
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.74M +$141K +1,581 +2%
CWM
28
Connecticut Wealth Management
Connecticut
$5.2M -$343K -3,854 -6%
SOS
29
Silver Oak Securities
Tennessee
$4.92M +$20.3K +228 +0.4%
GIA
30
Gladstone Institutional Advisory
Florida
$4.9M +$1.05M +11,861 +26%
CFP
31
Cascade Financial Partners
California
$4.88M +$153K +1,723 +3%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$4.87M +$1.59M +17,867 +46%
JCM
33
Jacobi Capital Management
Pennsylvania
$4.87M -$94.9K -1,067 -2%
CAL
34
Capital Advisors Ltd
Ohio
$4.63M +$3.11K +35 +0.1%
Two Sigma Investments
35
Two Sigma Investments
New York
$4.43M +$160K +1,800 +4%
MFG
36
Merit Financial Group
Georgia
$4.35M +$1.08M +12,114 +32%
SA
37
Sanctuary Advisors
Indiana
$4.21M +$168K +1,888 +4%
WIA
38
World Investment Advisors
California
$3.87M -$104K -1,167 -3%
AC
39
Avant Capital
Louisiana
$3.78M -$109K -1,224 -3%
LWP
40
LMG Wealth Partners
Louisiana
$3.69M +$309K +3,475 +9%
Truist Financial
41
Truist Financial
North Carolina
$3.62M -$269K -3,028 -7%
LWMNY
42
Landmark Wealth Management (New York)
New York
$3.47M +$733K +8,245 +26%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$3.43M +$101K +1,137 +3%
HI
44
Harbour Investments
Wisconsin
$3.43M +$476K +5,354 +16%
KOMWMG
45
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.4M -$92.6K -1,042 -3%
EFS
46
Essex Financial Services
Connecticut
$3.29M -$122K -1,373 -3%
UAG
47
United Advisor Group
Ohio
$3.27M -$46.3K -521 -1%
PA
48
Pinnacle Associates
New York
$2.93M -$337K -3,787 -10%
SWP
49
Summit Wealth Partners
Florida
$2.69M -$297K -3,344 -10%
PS
50
Principal Securities
Iowa
$2.64M +$49.1K +552 +2%

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.