ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
154 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.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
92% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 38
2% more funds holding
Funds holding: 151 → 154 (+3)
1% more capital invested
Capital invested by funds: $595M → $602M (+$6.47M)
1.61% less ownership
Funds ownership: 56.09% → 54.48% (-1.6%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$53.1M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$14.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.39M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.97M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.33M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.74M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.47M |
| 4 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
-$836K |
| 5 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$820K |
REGL Hedge Fund Activity: Q3 2022 in Review
154 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q3 2022, worth a combined $602M — up 1.1% from $595M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new REGL positions and 9 closed out — a net gain of 9 holders — while 73 added to existing stakes and 38 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $53.1M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.33M.
- 154 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q3 2022, up from 151 in Q2 2022.
- Funds reported $602M of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q3 2022, up 1.1% quarter-over-quarter.
- 18 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q3 2022 and 9 closed out, a net change of +9 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $53.1M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q3 2022 was Cambridge Investment Research Advisors, an estimated $3.33M sold.
Based on aggregated 13F filings for Q3 2022.