REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

Overview Fund Activity

153 hedge funds and large institutions have $602M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 73 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
153
Holders Change
+3
Holders Change %
+2%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
18
Increased
73
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$13.1M
2
Ameriprise
2
Ameriprise
Minnesota
$33M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.9M
4
UBS Group
4
UBS Group
Switzerland
$36.9M
5
Wells Fargo
5
Wells Fargo
California
$53.8M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$4.74M
2
CAN
2
Cetera Advisor Networks
California
$1.56M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$30.5M
4
SEA
4
Stegent Equity Advisors
Texas
$0
5
TFA
5
Toth Financial Advisory
Virginia
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.09M +$320K +4,974 +42%
KIA
52
Kraematon Investment Advisors
Massachusetts
$1.09M -$17.5K -271 -2%
AB
53
Atlas Brown
Kentucky
$1.06M -$49.4K -767 -4%
VWA
54
Visionary Wealth Advisors
Illinois
$1.03M +$126K +1,952 +14%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$883K +$2.51K +39 +0.3%
AWA
56
Acorn Wealth Advisors
Michigan
$869K +$11.4K +177 +1%
HighTower Advisors
57
HighTower Advisors
Illinois
$851K -$17.9K -278 -2%
BG
58
Benedetti & Gucer
Georgia
$809K -$7.47K -116 -0.9%
TWP
59
Tempus Wealth Planning
California
$783K -$55.9K -867 -7%
SG
60
Strid Group
Pennsylvania
$776K +$490K +7,611 +171%
LSA
61
L & S Advisors
California
$770K – – –
CIAS
62
CFS Investment Advisory Services
New Jersey
$768K +$757K +757,013 +6,920%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$761K +$761K +11,808 New
WIM
64
WealthPlan Investment Management
Nebraska
$755K +$755K +10,384 New
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$692K +$277K +4,302 +67%
TWP
66
Tower Wealth Partners
Pennsylvania
$686K +$686K +9,709 New
JGIA
67
Jackson Grant Investment Advisers
Connecticut
$671K +$1.23K +19 +0.2%
AAS
68
Ameritas Advisory Services
Nebraska
$669K +$129 +2 +0%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$629K +$484K +7,508 +333%
TI
70
tru Independence
Oregon
$599K -$5.34K -83 -0.9%
MCA
71
MSH Capital Advisors
Arizona
$544K +$14K +217 +3%
LMKC
72
L.M. Kohn & Company
Ohio
$543K +$9.28K +144 +2%
RPCONE
73
Retirement Planning Company of New England
Rhode Island
$530K -$3.22K -50 -0.6%
KPWS
74
Kestra Private Wealth Services
Texas
$529K -$6.12K -95 -1%
KAS
75
Kestra Advisory Services
Texas
$527K +$22.5K +350 +4%
1 2
3
4 5