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ProShares S&P MidCap 400 Dividend Aristocrats ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+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: 209215 (+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)

Holders
215
Holders Change
+6
Holders Change %
+2.87%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
79
Reduced
60
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modern Wealth Management
Kansas
$4.76M +$155K +1,908 +3%
Truist Financial
27
Truist Financial
North Carolina
$4.6M +$120K +1,474 +3%
SOS
28
Silver Oak Securities
Tennessee
$4.49M +$107K +1,313 +2%
CAL
29
Capital Advisors Ltd
Ohio
$4.49M -$22.8K -280 -0.5%
JCM
30
Jacobi Capital Management
Pennsylvania
$4.48M +$115K +1,410 +3%
CFP
31
Cascade Financial Partners
California
$4.43M +$649K +7,971 +17%
SWP
32
Summit Wealth Partners
Florida
$4.17M -$338K -4,151 -7%
AC
33
Avant Capital
Louisiana
$3.86M +$35.2K +433 +0.9%
EFS
34
Essex Financial Services
Connecticut
$3.85M -$67.6K -831 -2%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$3.82M +$616K +7,566 +19%
UAG
36
United Advisor Group
Ohio
$3.81M +$194K +2,388 +5%
GIA
37
Gladstone Institutional Advisory
Florida
$3.74M -$695K -8,538 -16%
PWM
38
PMG Wealth Management
Illinois
$3.74M -$128K -1,570 -3%
SA
39
Sanctuary Advisors
Indiana
$3.71M -$32.6K -401 -0.9%
WIA
40
World Investment Advisors
California
$3.63M +$32.7K +402 +0.9%
Two Sigma Investments
41
Two Sigma Investments
New York
$3.54M +$3.57M +43,900 New
AWS
42
Atria Wealth Solutions
New York
$3.48M -$437K -5,366 -11%
BEI
43
Benjamin Edwards Inc
Missouri
$3.3M -$319K -3,914 -9%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$3.26M -$69.1K -849 -2%
LWP
45
LMG Wealth Partners
Louisiana
$3.13M -$10.1K -124 -0.3%
KOMWMG
46
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.1M -$774K -9,513 -20%
NA
47
NewEdge Advisors
Louisiana
$3.05M +$2.55M +31,274 +478%
LWMNY
48
Landmark Wealth Management (New York)
New York
$2.57M -$1.33M -16,293 -34%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$2.5M -$7.33K -90 -0.3%
PPWP
50
Premier Path Wealth Partners
New Jersey
$2.43M +$103K +1,262 +4%

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.