REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

Overview Fund Activity

107 hedge funds and large institutions have $368M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 39 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
43
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$76M
2
UBS Group
2
UBS Group
Switzerland
$19.6M
3
VWM
3
Venturi Wealth Management
Texas
$4.3M
4
FAIM
4
Financial Advocates Investment Management
Washington
$933K
5
IMOV
5
Investment Management of Virginia
Virginia
$7.06M

Top Sellers

1
CI
1
CX Institutional
Indiana
$100K
2
GVAG
2
Great Valley Advisor Group
Delaware
$539K
3
Wells Fargo
3
Wells Fargo
California
$43M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.3M
5
SRSA
5
S.R. Schill & Associates
Washington
$2.88M
Name Market Value Shares Shares
Change 		Shares
Change %
TFS
76
Thoroughbred Financial Services
Tennessee
$241K 4,546 -433 -9%
RIA
77
Realta Investment Advisors
Delaware
$238K 4,482 +4,482 New
BWM
78
Baystate Wealth Management
Massachusetts
$225K 4,232 -122 -3%
HFM
79
Hartford Financial Management
Connecticut
$212K 4,000 – –
KPWS
80
Kestra Private Wealth Services
Texas
$209K 3,932 +3,932 New
Citigroup
81
Citigroup
New York
$204K 3,835 -2,004 -34%
WEC
82
Winslow Evans & Crocker
Massachusetts
$117K 2,200 – –
CI
83
CX Institutional
Indiana
$100K 1,893 -114,382 -98%
SFS
84
Sowell Financial Services
Arkansas
$99K 1,867 -251 -12%
PFS
85
Prospera Financial Services
Texas
$96K 1,802 +1,802 New
CFN
86
Cordasco Financial Network
Florida
$93K 1,745 +20 +1%
ASN
87
Advisory Services Network
Georgia
$78K 1,475 +1,475 New
GWM
88
Geneos Wealth Management
Colorado
$71K 1,368 – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$56K 791 – –
FHA
90
First Horizon Advisors
Tennessee
$46K 882 +10 +1%
CFGS
91
Concourse Financial Group Securities
Alabama
$40K 748 – –
IA
92
IFP Advisors
Florida
$36K 670 +660 +6,600%
FFA
93
Founders Financial Alliance
North Carolina
$28K 510 +510 New
GI
94
Gradient Investments
Minnesota
$21K 396 – –
AWM
95
Avior Wealth Management
Nebraska
$21K 407 +2 +0.5%
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$15K 275 – –
HNB
97
Huntington National Bank
Ohio
– – – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$8K 155 -2 -1%
EIP
99
Ellis Investment Partners
Pennsylvania
$8K 159 +1 +0.6%
PWM
100
Provident Wealth Management
Tennessee
$8K 153 +153 New
1 2 3
4
5