REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

Overview Fund Activity

107 hedge funds and large institutions have $368M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
43
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$76M
2
UBS Group
2
UBS Group
Switzerland
$19.6M
3
VWM
3
Venturi Wealth Management
Texas
$4.3M
4
FAIM
4
Financial Advocates Investment Management
Washington
$933K
5
IMOV
5
Investment Management of Virginia
Virginia
$7.06M

Top Sellers

1
CI
1
CX Institutional
Indiana
$100K
2
GVAG
2
Great Valley Advisor Group
Delaware
$539K
3
Wells Fargo
3
Wells Fargo
California
$43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.3M
5
SRSA
5
S.R. Schill & Associates
Washington
$2.88M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
51
WealthPLAN Partners
Nebraska
$739K 12,514 -1,146 -8%
TWP
52
Tempus Wealth Planning
California
$694K 13,075 -315 -2%
BIA
53
Biondo Investment Advisors
Pennsylvania
$675K 12,723 +884 +7%
VWA
54
Visionary Wealth Advisors
Illinois
$673K 12,687 +425 +3%
DIA
55
Dana Investment Advisors
Wisconsin
$663K 12,501 +1,966 +19%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$575K 10,836 -6,521 -38%
AIP
57
Ahrens Investment Partners
Louisiana
$571K 10,750 -3,900 -27%
EFS
58
Essex Financial Services
Connecticut
$549K 10,342 +3,628 +54%
GVAG
59
Great Valley Advisor Group
Delaware
$539K 10,165 -98,089 -91%
JGIA
60
Jackson Grant Investment Advisers
Connecticut
$516K 9,726 -625 -6%
IWM
61
IHT Wealth Management
Illinois
$493K 9,282 -160 -2%
IAN
62
Integrated Advisors Network
Texas
$487K 9,178 -2,281 -20%
QCIG
63
Quad-Cities Investment Group
Iowa
$463K 8,725 -812 -9%
CAN
64
Cetera Advisor Networks
California
$413K 7,773 -60 -0.8%
MC
65
Moors & Cabot
Massachusetts
$395K 7,435 -193 -3%
SPIA
66
Steward Partners Investment Advisory
New York
$380K 7,155 +5 +0.1%
HL
67
HeadInvest LLC
Maine
$310K 5,832 -755 -11%
FFS
68
Founders Financial Securities
Maryland
$310K 5,847 +5,847 New
OC
69
Oppenheimer & Co
New York
$307K 5,792 – –
HR
70
Howe & Rusling
New York
$304K 5,728 -612 -10%
RPC
71
Rossmore Private Capital
Connecticut
$292K 5,500 +5,500 New
FHA
72
Flagship Harbor Advisors
Massachusetts
$284K 5,359 +374 +8%
AMM
73
American Money Management
California
$279K 5,264 +272 +5%
LFAS
74
Level Four Advisory Services
Texas
$256K 4,818 +526 +12%
WB
75
WesBanco Bank
West Virginia
$250K 4,709 -780 -14%
1 2
3
4 5