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ProShares S&P MidCap 400 Dividend Aristocrats ETF

240 hedge funds and large institutions have $1.08B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 76

0% less funds holding

Funds holding: 241240 (-1)

0.42% less ownership

Funds ownership: 65.36%64.94% (-0.42%)

3% less capital invested

Capital invested by funds: $1.11B → $1.08B (-$28M)

Holders
240
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
2.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
19
Increased
93
Reduced
76
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
76
Intrepid Financial Planning Group
Indiana
$1.21M -$7.11K -80 -0.6%
QCIG
77
Quad-Cities Investment Group
Iowa
$1.2M +$978 +11 +0.1%
HCM
78
Hollencrest Capital Management
California
$1.02M -$514K -5,782 -33%
MCA
79
MSH Capital Advisors
Arizona
$994K -$91.7K -1,031 -8%
WA
80
Waverly Advisors
Alabama
$992K +$520K +5,844 +104%
Creative Planning
81
Creative Planning
Kansas
$959K +$181K +2,037 +22%
KIA
82
Kraematon Investment Advisors
Massachusetts
$949K -$49.9K -561 -5%
AC
83
Anson Capital
Georgia
$949K +$35.8K +403 +4%
NWM
84
Nova Wealth Management
Florida
$917K +$277K +3,117 +42%
WIM
85
WealthPlan Investment Management
Nebraska
$911K -$144K -1,625 -13%
IWS
86
Intentional Wealth Strategies
Colorado
$906K +$932K +10,484 New
JGIA
87
Jackson Grant Investment Advisers
Connecticut
$880K +$2.67K +30 +0.3%
CAM
88
Cozad Asset Management
Illinois
$872K -$148K -1,667 -14%
PWA
89
Perspective Wealth Advisors
Colorado
$862K +$142K +1,592 +19%
CIA
90
Capital Investment Advisors
Georgia
$843K +$5.69K +64 +0.7%
NW
91
NewEdge Wealth
Pennsylvania
$828K +$305K +3,430 +56%
KAS
92
Kestra Advisory Services
Texas
$820K +$417K +4,696 +98%
TWP
93
Tempus Wealth Planning
California
$785K -$186K -2,095 -19%
Goldman Sachs
94
Goldman Sachs
New York
$769K +$460K +5,174 +139%
HIS
95
Harvest Investment Services
Illinois
$765K +$24.3K +273 +3%
CWA
96
Clarus Wealth Advisors
Arizona
$764K +$31.6K +355 +4%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$759K -$8.71K -98 -1%
KFI
98
Key Financial Inc
Pennsylvania
$755K
SPIA
99
Steward Partners Investment Advisory
New York
$753K +$307K +3,453 +66%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$752K +$69.6K +783 +10%

REGL Hedge Fund Activity: Q1 2026 in Review

240 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q1 2026, worth a combined $1.08B — down 2.5% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new REGL positions and 15 closed out — a net gain of 4 holders — while 93 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.82M. The largest seller was Stifel Financial, cutting an estimated $31.9M.

  • 240 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q1 2026, down from 241 in Q4 2025.
  • Funds reported $1.08B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q1 2026, down 2.5% quarter-over-quarter.
  • 19 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q1 2026 and 15 closed out, a net change of +4 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q1 2026 was Morgan Stanley, an estimated $6.82M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q1 2026 was Stifel Financial, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2026.