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ProShares S&P MidCap 400 Dividend Aristocrats ETF

229 hedge funds and large institutions have $1.2B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

29% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 72

16% more capital invested

Capital invested by funds: $1.03B → $1.2B (+$166M)

7% more funds holding

Funds holding: 215229 (+14)

1.91% more ownership

Funds ownership: 65.3%67.21% (+1.9%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
229
Holders Change
+14
Holders Change %
+6.51%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
93
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$5.93M -$5.84M -73,239 -50%
DWM
27
Dogwood Wealth Management
Kansas
$5.58M +$347K +4,349 +7%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$5.18M +$1.27M +15,967 +34%
MWM
29
Modern Wealth Management
Kansas
$5.16M +$338K +4,241 +7%
JCM
30
Jacobi Capital Management
Pennsylvania
$4.74M +$213K +2,674 +5%
Truist Financial
31
Truist Financial
North Carolina
$4.63M -$24.9K -312 -0.5%
CAL
32
Capital Advisors Ltd
Ohio
$4.5M -$36.2K -454 -0.8%
CFP
33
Cascade Financial Partners
California
$4.36M -$116K -1,449 -3%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$4.3M +$979K +12,280 +30%
PA
35
Pinnacle Associates
New York
$4.17M -$1.48M -18,519 -27%
SA
36
Sanctuary Advisors
Indiana
$3.87M +$126K +1,576 +3%
UAG
37
United Advisor Group
Ohio
$3.83M -$21.1K -264 -0.6%
EFS
38
Essex Financial Services
Connecticut
$3.82M -$69.1K -867 -2%
NA
39
NewEdge Advisors
Louisiana
$3.76M +$660K +8,277 +22%
AC
40
Avant Capital
Louisiana
$3.75M -$151K -1,897 -4%
WIA
41
World Investment Advisors
California
$3.66M -$1.59K -20 -0%
GIA
42
Gladstone Institutional Advisory
Florida
$3.64M -$142K -1,783 -4%
Two Sigma Investments
43
Two Sigma Investments
New York
$3.52M -$55.8K -700 -2%
IAN
44
Integrated Advisors Network
Texas
$3.27M +$3.19M +40,048 New
SWP
45
Summit Wealth Partners
Florida
$3.21M -$984K -12,341 -24%
VWA
46
Visionary Wealth Advisors
Illinois
$3.19M +$1.39M +17,372 +80%
LWP
47
LMG Wealth Partners
Louisiana
$3.14M -$29.7K -373 -1%
KOMWMG
48
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.14M -$2.39K -30 -0.1%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$2.91M +$380K +4,763 +15%
HI
50
Harbour Investments
Wisconsin
$2.53M +$531K +6,655 +27%

REGL Hedge Fund Activity: Q2 2025 in Review

229 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q2 2025, worth a combined $1.2B — up 16% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new REGL positions and 14 closed out — a net gain of 15 holders — while 93 added to existing stakes and 72 trimmed.

The largest buyer was Stifel Financial, adding an estimated $64.8M. The largest seller was Wells Fargo, cutting an estimated $9.59M.

  • 229 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q2 2025, up from 215 in Q1 2025.
  • Funds reported $1.2B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 29 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q2 2025 and 14 closed out, a net change of +15 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q2 2025 was Stifel Financial, an estimated $64.8M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q2 2025 was Wells Fargo, an estimated $9.59M sold.

Based on aggregated 13F filings for Q2 2025.