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ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

209 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

60% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 55

2% more funds holding

Funds holding: 205 → 209 (+4)

0.03% more ownership

Funds ownership: 64.17% → 64.2% (+0.03%)

1% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$11.5M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
88
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Coldstream Capital Management
Washington
+$8M
2
UBS Group
UBS Group
Switzerland
+$5.78M
3
LPL Financial
LPL Financial
California
+$3.78M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.32M
5
P
&Partners
Tennessee
+$3.03M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$14.9M
2
PA
Pinnacle Associates
New York
-$9.18M
3
CWM
Connecticut Wealth Management
Connecticut
-$8.49M
4
LWP
LMG Wealth Partners
Louisiana
-$5.17M
5
Wells Fargo
Wells Fargo
California
-$3.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Summit Wealth Partners
Florida
$4.51M -$514K -6,166 -10%
Truist Financial
27
Truist Financial
North Carolina
$4.49M +$76.1K +913 +2%
GIA
28
Gladstone Institutional Advisory
Florida
$4.43M +$2.99M +35,850 +188%
SOS
29
Silver Oak Securities
Tennessee
$4.4M +$2.7M +32,337 +144%
JCM
30
Jacobi Capital Management
Pennsylvania
$4.36M +$115K +1,385 +3%
EFS
31
Essex Financial Services
Connecticut
$3.92M -$171K -2,047 -4%
AWS
32
Atria Wealth Solutions
New York
$3.91M +$99.6K +1,194 +3%
LWMNY
33
Landmark Wealth Management (New York)
New York
$3.88M -$125K -1,504 -3%
KOMWMG
34
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.87M +$170K +2,038 +4%
PWM
35
PMG Wealth Management
Illinois
$3.87M +$4M +47,978 New
SA
36
Sanctuary Advisors
Indiana
$3.86M -$494K -5,922 -11%
AC
37
Avant Capital
Louisiana
$3.83M +$3.96M +47,438 New
CFP
38
Cascade Financial Partners
California
$3.79M +$207K +2,488 +6%
UAG
39
United Advisor Group
Ohio
$3.62M +$377K +4,521 +11%
BEI
40
Benjamin Edwards Inc
Missouri
$3.61M -$200K -2,403 -5%
WIA
41
World Investment Advisors
California
$3.59M +$141K +1,692 +4%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$3.33M +$32.1K +385 +0.9%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$3.23M +$1M +12,038 +43%
LWP
44
LMG Wealth Partners
Louisiana
$3.14M -$5.17M -61,997 -61%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$2.5M +$141K +1,691 +6%
PPWP
46
Premier Path Wealth Partners
New Jersey
$2.33M +$58.6K +703 +2%
DAS
47
Dynamic Advisor Solutions
Arizona
$2.33M +$95.3K +1,143 +4%
AAS
48
Ameritas Advisory Services
Nebraska
$2.14M +$525K +6,301 +31%
PI
49
PFG Investments
New York
$2.13M -$1.92K -23 -0.1%
CCFM
50
Clear Creek Financial Management
Washington
$1.95M +$150K +1,796 +8%
1
2
3 4 5

REGL Hedge Fund Activity: Q4 2024 in Review

209 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q4 2024, worth a combined $1.02B — down 1.1% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new REGL positions and 13 closed out — a net gain of 8 holders — while 88 added to existing stakes and 55 trimmed.

The largest buyer was Coldstream Capital Management, adding an estimated $8M. The largest seller was JP Morgan Chase, cutting an estimated $14.9M.

  • 209 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q4 2024, up from 205 in Q3 2024.
  • Funds reported $1.02B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q4 2024, down 1.1% quarter-over-quarter.
  • 21 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q4 2024 and 13 closed out, a net change of +8 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q4 2024 was Coldstream Capital Management, an estimated $8M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q4 2024 was JP Morgan Chase, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2024.