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ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

240 hedge funds and large institutions have $1.14B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2026 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

13% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 79

5% more capital invested

Capital invested by funds: $1.08B → $1.14B (+$57M)

0.24% more ownership

Funds ownership: 64.94% → 65.17% (+0.24%)

0% more funds holding

Funds holding: 240 → 240 (0)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
240
Holders Change
–
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
89
Reduced
79
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Modern Wealth Management
Kansas
+$13.6M
2
BLWM
Bucket List Wealth Management
Florida
+$3M
3
FWP
FAS Wealth Partners
Kansas
+$2.91M
4
BCM
Brookstone Capital Management
Illinois
+$2.73M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.62M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$10.1M
2
CCM
Coldstream Capital Management
Washington
-$7.81M
3
BEI
Benjamin Edwards Inc
Missouri
-$5.78M
4
Raymond James Financial
Raymond James Financial
Florida
-$5.33M
5
Stifel Financial
Stifel Financial
Missouri
-$5.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$2.89M +$186K +2,080 +7%
BCM
52
Brookstone Capital Management
Illinois
$2.79M +$2.73M +30,521 New
SWP
53
Summit Wealth Partners
Florida
$2.7M -$148K -1,658 -5%
PS
54
Principal Securities
Iowa
$2.66M -$139K -1,554 -5%
DAS
55
Dynamic Advisor Solutions
Arizona
$2.65M +$211K +2,364 +9%
BIA
56
Biondo Investment Advisors
Pennsylvania
$2.65M +$204K +2,286 +9%
RCS
57
R2 Capital Strategies
Nebraska
$2.64M +$2.57M +28,810 New
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$2.25M +$433K +4,847 +25%
HighTower Advisors
59
HighTower Advisors
Illinois
$2.14M -$40.6K -455 -2%
VWA
60
Visionary Wealth Advisors
Illinois
$2.03M -$136K -1,527 -6%
CWAF
61
Core Wealth Advisors (Florida)
Florida
$2M +$71.4K +799 +4%
PWM
62
PMG Wealth Management
Illinois
$1.96M +$9.02K +101 +0.5%
VCP
63
Verus Capital Partners
Arizona
$1.93M -$95K -1,063 -5%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$1.89M +$1.12M +12,517 +155%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.79M +$1.75M +19,559 New
TWP
66
Tower Wealth Partners
Pennsylvania
$1.74M +$209K +2,334 +14%
PI
67
PFG Investments
New York
$1.69M +$1.61K +18 +0.1%
NFG
68
Nations Financial Group
Iowa
$1.55M +$205K +2,300 +16%
RCWM
69
Royal Capital Wealth Management
Indiana
$1.51M +$625 +7 +0%
VF
70
Virtu Financial
New York
$1.45M +$1.42M +15,862 New
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$1.45M -$446K -4,989 -24%
PAG
72
Private Advisor Group
New Jersey
$1.43M -$138K -1,549 -9%
NA
73
NewEdge Advisors
Louisiana
$1.43M +$123K +1,373 +10%
RBFC
74
Roman Butler Fullerton & Co
Missouri
$1.33M +$40.5K +453 +3%
WS
75
Wedbush Securities
California
$1.32M -$41.8K -468 -3%
1 2
3
4 5

REGL Hedge Fund Activity: Q2 2026 in Review

240 of the 8,268 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q2 2026, worth a combined $1.14B — up 5.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new REGL positions and 17 closed out — a net gain of 5 holders — while 89 added to existing stakes and 79 trimmed.

The largest buyer was Modern Wealth Management, adding an estimated $13.6M. The largest seller was Morgan Stanley, cutting an estimated $10.1M.

  • 240 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $1.14B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q2 2026, up 5.3% quarter-over-quarter.
  • 22 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q2 2026 and 17 closed out, a net change of +5 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q2 2026 was Modern Wealth Management, an estimated $13.6M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q2 2026 was Morgan Stanley, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2026.