REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

Overview Fund Activity

150 hedge funds and large institutions have $595M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 8 closing their positions.

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
2.54%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
15
Increased
56
Reduced
54
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$17M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$16.6M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$8.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$128M
5
Jane Street
5
Jane Street
New York
$2.1M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$738K
2
CAN
2
Cetera Advisor Networks
California
$3.31M
3
LWMNY
3
Landmark Wealth Management (New York)
New York
$2.51M
4
UBS Group
4
UBS Group
Switzerland
$33.9M
5
Wells Fargo
5
Wells Fargo
California
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$1.05M -$133K -1,972 -11%
VWA
52
Visionary Wealth Advisors
Illinois
$947K – – –
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$921K -$51.4K -763 -5%
HighTower Advisors
54
HighTower Advisors
Illinois
$917K +$115K +1,697 +14%
AWA
55
Acorn Wealth Advisors
Michigan
$898K -$23.6K -349 -3%
TWP
56
Tempus Wealth Planning
California
$878K -$81.7K -1,211 -9%
BG
57
Benedetti & Gucer
Georgia
$856K +$58.9K +872 +7%
LB
58
Leo Brokerage
Texas
$831K -$329K -4,875 -28%
SEA
59
Stegent Equity Advisors
Texas
$820K -$1.65M -24,486 -67%
LSA
60
L & S Advisors
California
$806K -$142K -2,100 -15%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$804K +$92.3K +1,368 +13%
CIAS
62
CFS Investment Advisory Services
New Jersey
$738K -$44.1M -654,234 -98%
AAS
63
Ameritas Advisory Services
Nebraska
$701K +$202 +3 +0%
JGIA
64
Jackson Grant Investment Advisers
Connecticut
$701K +$1.21K +18 +0.2%
TI
65
tru Independence
Oregon
$633K -$79.2K -1,174 -11%
KPWS
66
Kestra Private Wealth Services
Texas
$560K +$25.2K +374 +5%
RPCONE
67
Retirement Planning Company of New England
Rhode Island
$559K -$6.74K -100 -1%
LMKC
68
L.M. Kohn & Company
Ohio
$559K +$6.55K +97 +1%
MCA
69
MSH Capital Advisors
Arizona
$555K +$25.6K +380 +5%
HIS
70
Harvest Investment Services
Illinois
$538K +$15.1K +224 +3%
KAS
71
Kestra Advisory Services
Texas
$528K +$528K +7,834 New
PCS
72
Personal CFO Solutions
New Jersey
$488K -$101K -1,495 -17%
EWM
73
Empirical Wealth Management
Washington
$468K +$3.04K +45 +0.7%
MAM
74
Mystic Asset Management
Rhode Island
$460K +$404 +6 +0.1%
DWMG
75
DB Wealth Management Group
California
$454K +$18.7K +277 +4%
1 2
3
4 5