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ProShares S&P MidCap 400 Dividend Aristocrats ETF

215 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

32% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 60

3% more funds holding

Funds holding: 209215 (+6)

1.1% more ownership

Funds ownership: 64.2%65.3% (+1.1%)

1% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$13.7M)

Holders
215
Holders Change
+6
Holders Change %
+2.87%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
79
Reduced
60
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$2.28M -$49.1K -603 -2%
AAS
52
Ameritas Advisory Services
Nebraska
$2.18M +$40.3K +495 +2%
HI
53
Harbour Investments
Wisconsin
$1.97M +$1.94M +23,801 +3,864%
CCFM
54
Clear Creek Financial Management
Washington
$1.96M +$9.04K +111 +0.5%
PI
55
PFG Investments
New York
$1.89M -$243K -2,989 -11%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.83M -$40.2K -494 -2%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.77M -$130K -1,592 -7%
BIA
58
Biondo Investment Advisors
Pennsylvania
$1.76M +$52.7K +647 +3%
VWA
59
Visionary Wealth Advisors
Illinois
$1.75M -$5.94K -73 -0.3%
VCP
60
Verus Capital Partners
Arizona
$1.74M +$146K +1,791 +9%
AFM
61
Armstrong Fleming & Moore
District of Columbia
$1.66M +$1.67M +20,565 New
PAG
62
Private Advisor Group
New Jersey
$1.45M -$53.7K -660 -4%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$1.43M -$85.8K -1,054 -6%
HCM
64
Hollencrest Capital Management
California
$1.39M
RCWM
65
Royal Capital Wealth Management
Indiana
$1.34M
AB
66
Atlas Brown
Kentucky
$1.28M +$2.04K +25 +0.2%
IFPG
67
Intrepid Financial Planning Group
Indiana
$1.13M -$8.55K -105 -0.7%
WS
68
Wedbush Securities
California
$1.12M +$11.7K +144 +1%
TSWM
69
Tyler-Stone Wealth Management
Ohio
$1.12M -$24.9K -306 -2%
NFG
70
Nations Financial Group
Iowa
$1.08M +$38.7K +476 +4%
QCIG
71
Quad-Cities Investment Group
Iowa
$1.08M -$111K -1,362 -9%
WIM
72
WealthPlan Investment Management
Nebraska
$1.07M +$33.5K +411 +3%
TWP
73
Tower Wealth Partners
Pennsylvania
$1.06M +$9.93K +122 +0.9%
CAM
74
Cozad Asset Management
Illinois
$1.02M +$11.6K +142 +1%
RBFC
75
Roman Butler Fullerton & Co
Missouri
$1.01M +$270K +3,321 +34%

REGL Hedge Fund Activity: Q1 2025 in Review

215 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q1 2025, worth a combined $1.03B — up 1.3% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new REGL positions and 15 closed out — a net gain of 10 holders — while 79 added to existing stakes and 60 trimmed.

The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $6.35M. The largest seller was Wells Fargo, cutting an estimated $7.66M.

  • 215 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q1 2025, up from 209 in Q4 2024.
  • Funds reported $1.03B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q1 2025, up 1.3% quarter-over-quarter.
  • 25 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q1 2025 and 15 closed out, a net change of +10 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q1 2025 was Connecticut Wealth Management, an estimated $6.35M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q1 2025 was Wells Fargo, an estimated $7.66M sold.

Based on aggregated 13F filings for Q1 2025.