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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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$6.08M -$11K -123 -0.2%
CFP
27
Cascade Financial Partners
California
$5.6M +$416K +4,660 +8%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$5.55M +$378K +4,229 +7%
SOS
29
Silver Oak Securities
Tennessee
$5.32M +$106K +1,191 +2%
GIA
30
Gladstone Institutional Advisory
Florida
$5.29M +$94.7K +1,060 +2%
JCM
31
Jacobi Capital Management
Pennsylvania
$5.11M -$45.7K -512 -0.9%
CAL
32
Capital Advisors Ltd
Ohio
$4.9M -$13.9K -156 -0.3%
CWM
33
Connecticut Wealth Management
Connecticut
$4.71M -$789K -8,830 -15%
William Blair & Company
34
William Blair & Company
Illinois
$4.68M +$2.36M +26,363 +106%
SA
35
Sanctuary Advisors
Indiana
$4.56M +$95K +1,063 +2%
LWP
36
LMG Wealth Partners
Louisiana
$4.25M +$326K +3,648 +9%
LWMNY
37
Landmark Wealth Management (New York)
New York
$3.88M +$195K +2,188 +5%
WIA
38
World Investment Advisors
California
$3.87M
MFG
39
Merit Financial Group
Georgia
$3.77M -$817K -9,147 -18%
AC
40
Avant Capital
Louisiana
$3.76M -$235K -2,632 -6%
HI
41
Harbour Investments
Wisconsin
$3.71M +$76.9K +861 +2%
BEI
42
Benjamin Edwards Inc
Missouri
$3.65M -$5.78M -64,670 -62%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$3.65M +$18.3K +205 +0.5%
PA
44
Pinnacle Associates
New York
$3.51M +$389K +4,355 +13%
UAG
45
United Advisor Group
Ohio
$3.5M +$26.6K +298 +0.8%
KOMWMG
46
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.49M -$110K -1,231 -3%
EFS
47
Essex Financial Services
Connecticut
$3.44M -$45.5K -509 -1%
AAS
48
Ameritas Advisory Services
Nebraska
$3.43M +$1.56M +17,516 +88%
Truist Financial
49
Truist Financial
North Carolina
$3.36M -$246K -2,749 -7%
PPWP
50
Premier Path Wealth Partners
New Jersey
$3.27M +$710K +7,952 +29%

REGL Hedge Fund Activity: Q2 2026 in Review

240 of the 8,268 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.