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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
CCFM
51
Clear Creek Financial Management
Washington
$2.55M +$487K +5,481 +23%
PPWP
52
Premier Path Wealth Partners
New Jersey
$2.4M -$343K -3,856 -12%
BIA
53
Biondo Investment Advisors
Pennsylvania
$2.3M +$133K +1,498 +6%
DAS
54
Dynamic Advisor Solutions
Arizona
$2.3M +$91.4K +1,028 +4%
William Blair & Company
55
William Blair & Company
Illinois
$2.14M +$1.47M +16,498 +199%
HighTower Advisors
56
HighTower Advisors
Illinois
$2.06M +$43.3K +487 +2%
VWA
57
Visionary Wealth Advisors
Illinois
$2.05M -$628K -7,063 -23%
VCP
58
Verus Capital Partners
Arizona
$1.91M -$1.25K -14 -0.1%
PWM
59
PMG Wealth Management
Illinois
$1.84M -$302K -3,392 -14%
CWAF
60
Core Wealth Advisors (Florida)
Florida
$1.82M +$565K +6,350 +43%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$1.8M +$710K +7,985 +62%
AAS
62
Ameritas Advisory Services
Nebraska
$1.72M -$43.5K -489 -2%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$1.71M -$1.38M -15,475 -44%
PI
64
PFG Investments
New York
$1.6M -$251K -2,824 -13%
PAG
65
Private Advisor Group
New Jersey
$1.48M -$3.38K -38 -0.2%
TWP
66
Tower Wealth Partners
Pennsylvania
$1.44M +$3.65K +41 +0.2%
ML
67
MLP3 LLC
New Jersey
$1.43M +$2.13K +24 +0.1%
RCWM
68
Royal Capital Wealth Management
Indiana
$1.42M -$17.1K -192 -1%
MML Investors Services
69
MML Investors Services
Massachusetts
$1.31M -$129K -1,455 -9%
WS
70
Wedbush Securities
California
$1.29M -$41.3K -465 -3%
AB
71
Atlas Brown
Kentucky
$1.27M -$10.3K -116 -0.8%
NFG
72
Nations Financial Group
Iowa
$1.26M +$50.4K +567 +4%
RBFC
73
Roman Butler Fullerton & Co
Missouri
$1.26M -$18.1K -204 -1%
CIM
74
Confluence Investment Management
Missouri
$1.24M -$10.8M -122,011 -89%
NA
75
NewEdge Advisors
Louisiana
$1.23M -$357K -4,014 -22%

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.