REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

Overview Fund Activity

103 hedge funds and large institutions have $366M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-3
Holders Change %
-2.83%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
57
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$17.1M
2
Wells Fargo
2
Wells Fargo
California
$52.8M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.4M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$5.88M
5
AG
5
Advisor Group
Arizona
$4.66M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$10.9M
2
WI
2
Wintrust Investments
Illinois
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.34M
4
FF
4
Fluent Financial
Texas
$5.23M
5
SWAG
5
Spectrum Wealth Advisory Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
76
Cutter & Co Brokerage
Missouri
$204K -$87.1K -1,498 -30%
WWM
77
Western Wealth Management
Colorado
$201K – – –
GWA
78
Guidant Wealth Advisors
Illinois
$180K – – –
WEC
79
Winslow Evans & Crocker
Massachusetts
$118K – – –
SFS
80
Sowell Financial Services
Arkansas
$96K +$96K +1,645 New
GWM
81
Geneos Wealth Management
Colorado
$68K +$12.8K +222 +23%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$60K -$20.2K -349 -25%
SQA
83
Simon Quick Advisors
New Jersey
$58K – – –
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$56K – – –
AIC
85
Ameritas Investment Company
Nebraska
$51K +$51K +871 New
GSWM
86
Golden State Wealth Management
California
$50K +$291 +5 +0.6%
FHA
87
First Horizon Advisors
Tennessee
$49K +$230 +4 +0.5%
CFGS
88
Concourse Financial Group Securities
Alabama
$48K -$1.76K -30 -4%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$37K +$7.55K +131 +26%
ASN
90
Advisory Services Network
Georgia
$26K – – –
IFAM
91
Institutional & Family Asset Management
Colorado
$25K +$172 +3 +0.7%
AWM
92
Avior Wealth Management
Nebraska
$23K +$116 +2 +0.5%
RIA
93
Realta Investment Advisors
Delaware
$22K -$15.8K -275 -42%
CIAS
94
Capital Investment Advisory Services
North Carolina
$16K – – –
NFG
95
Next Financial Group
Texas
$13K – – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$9K – – –
EIP
97
Ellis Investment Partners
Pennsylvania
$8K +$52 +1 +0.7%
BHWM
98
Bay Harbor Wealth Management
Maryland
$6K – – –
CA
99
Crewe Advisors
Utah
$4K – – –
MIM
100
Macroview Investment Management
Maryland
$4K +$66 +1 +2%
1 2 3
4
5