REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

Overview Fund Activity

224 hedge funds and large institutions have $1.19B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 72 reducing their positions, and 14 closing their positions.

Holders
224
Holders Change
+12
Holders Change %
+5.66%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
27
Increased
92
Reduced
72
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$72M
2
BEI
2
Benjamin Edwards Inc
Missouri
$61.8M
3
CIM
3
Confluence Investment Management
Missouri
$24.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$192M
5
P
5
&Partners
Tennessee
$20.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$45.2M
2
CCM
2
Coldstream Capital Management
Washington
$197M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.93M
4
UBS Group
4
UBS Group
Switzerland
$25.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
QCIG
76
Quad-Cities Investment Group
Iowa
$1.07M 13,104 -333 -2%
MCA
77
MSH Capital Advisors
Arizona
$1.02M 12,504 +173 +1%
CAM
78
Cozad Asset Management
Illinois
$1M 12,307 -305 -2%
CWA
79
Core Wealth Advisors
Florida
$993K 12,176 +1,479 +14%
BWA
80
Beam Wealth Advisors
Louisiana
$962K 11,795 +1,210 +11%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$950K 11,657 -6,113 -34%
TWP
82
Tempus Wealth Planning
California
$933K 11,448 -24 -0.2%
KIA
83
Kraematon Investment Advisors
Massachusetts
$891K 10,923 -269 -2%
NFA
84
Northwest Financial Advisors
Virginia
$862K 10,578 -231 -2%
HIS
85
Harvest Investment Services
Illinois
$858K 10,520 +139 +1%
JWCA
86
J.W. Cole Advisors
Florida
$839K 10,290 +767 +8%
JGIA
87
Jackson Grant Investment Advisers
Connecticut
$824K 10,105 +23 +0.2%
LSA
88
L & S Advisors
California
$811K 9,950 – –
KFI
89
Key Financial Inc
Pennsylvania
$790K 9,684 +225 +2%
AI
90
Atria Investments
North Carolina
$776K 9,522 +9,522 New
AAS
91
Avantax Advisory Services
Texas
$759K 9,303 +131 +1%
CIA
92
Capital Investment Advisors
Georgia
$749K 9,187 -566 -6%
LMKC
93
L.M. Kohn & Company
Ohio
$700K 8,589 +2 +0%
PPW
94
Parcion Private Wealth
Washington
$682K 8,364 -1,515 -15%
WCM
95
WealthBridge Capital Management
Ohio
$649K 7,961 -565 -7%
SL
96
SWMG LLC
Texas
$642K 7,674 +2,275 +42%
AWA
97
Acorn Wealth Advisors
Michigan
$629K 7,719 -1,691 -18%
CIAS
98
CFS Investment Advisory Services
New Jersey
$618K 7,577 +1,380 +22%
PA
99
PFG Advisors
Arizona
$590K 7,238 +546 +8%
AC
100
Anson Capital
Georgia
$575K 7,049 +162 +2%
2 3
4
5 6