REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

Overview Fund Activity

206 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
206
Holders Change
+2
Holders Change %
+0.98%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
88
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$51.9M
2
CCM
2
Coldstream Capital Management
Washington
$197M
3
UBS Group
3
UBS Group
Switzerland
$30.2M
4
PWM
4
PMG Wealth Management
Illinois
$3.87M
5
AC
5
Avant Capital
Louisiana
$3.83M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.32M
2
PA
2
Pinnacle Associates
New York
$6.52M
3
CWM
3
Connecticut Wealth Management
Connecticut
$0
4
LWP
4
LMG Wealth Partners
Louisiana
$3.14M
5
Wells Fargo
5
Wells Fargo
California
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$1.9M 23,586 +897 +4%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.87M 23,163 +984 +4%
VWA
53
Visionary Wealth Advisors
Illinois
$1.76M 21,826 +356 +2%
BIA
54
Biondo Investment Advisors
Pennsylvania
$1.71M 21,204 +343 +2%
VCP
55
Verus Capital Partners
Arizona
$1.6M 19,814 +3,732 +23%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$1.52M 18,824 -3,596 -16%
PAG
57
Private Advisor Group
New Jersey
$1.5M 18,605 -666 -3%
HCM
58
Hollencrest Capital Management
California
$1.39M 17,204 +211 +1%
RCWM
59
Royal Capital Wealth Management
Indiana
$1.34M 16,618 -34 -0.2%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$1.32M 16,377 -178,748 -92%
AB
61
Atlas Brown
Kentucky
$1.28M 15,873 +189 +1%
QCIG
62
Quad-Cities Investment Group
Iowa
$1.19M 14,799 -873 -6%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$1.18M 14,683 -391 -3%
IFPG
64
Intrepid Financial Planning Group
Indiana
$1.14M 14,159 +11,639 +462%
TSWM
65
Tyler-Stone Wealth Management
Ohio
$1.14M 14,133 +344 +2%
WS
66
Wedbush Securities
California
$1.11M 13,770 -64 -0.5%
TWP
67
Tower Wealth Partners
Pennsylvania
$1.05M 13,049 +138 +1%
NFG
68
Nations Financial Group
Iowa
$1.05M 12,974 -242 -2%
WIM
69
WealthPlan Investment Management
Nebraska
$1.04M 12,912 +703 +6%
CAM
70
Cozad Asset Management
Illinois
$1.01M 12,470 +1,230 +11%
MCA
71
MSH Capital Advisors
Arizona
$990K 12,268 +495 +4%
TWP
72
Tempus Wealth Planning
California
$978K 12,130 -107 -0.9%
RBFC
73
Roman Butler Fullerton & Co
Missouri
$956K 9,734 – –
KIA
74
Kraematon Investment Advisors
Massachusetts
$955K 11,839 +67 +0.6%
NFA
75
Northwest Financial Advisors
Virginia
$872K 10,809 +14 +0.1%
1 2
3
4 5