REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

Overview Fund Activity

204 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
75
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
P
1
&Partners
Tennessee
$10.6M
2
PA
2
Pinnacle Associates
New York
$14M
3
CCM
3
Coldstream Capital Management
Washington
$192M
4
BEI
4
Benjamin Edwards Inc
Missouri
$3.86M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$34.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$25M
2
Wells Fargo
2
Wells Fargo
California
$65.9M
3
Bank of America
3
Bank of America
North Carolina
$39M
4
IAN
4
Integrated Advisors Network
Texas
$212K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$872K -$48.7K -595 -5%
HIS
77
Harvest Investment Services
Illinois
$851K +$43.8K +536 +5%
WCM
78
WealthBridge Capital Management
Ohio
$849K -$111K -1,354 -12%
PPW
79
Parcion Private Wealth
Washington
$843K -$106K -1,297 -11%
KFI
80
Key Financial Inc
Pennsylvania
$834K +$58.9K +720 +8%
JGIA
81
Jackson Grant Investment Advisers
Connecticut
$817K +$2.78K +34 +0.3%
LSA
82
L & S Advisors
California
$814K – – –
RBFC
83
Roman Butler Fullerton & Co
Missouri
$806K +$211K +2,545 +35%
AAS
84
Avantax Advisory Services
Texas
$774K +$4.99K +61 +0.6%
Comerica Bank
85
Comerica Bank
Texas
$738K -$98.7K -1,207 -12%
LMKC
86
L.M. Kohn & Company
Ohio
$713K +$20.4K +249 +3%
CWA
87
Core Wealth Advisors
Florida
$636K +$127K +1,554 +25%
CIA
88
Capital Investment Advisors
Georgia
$629K -$2.13K -26 -0.3%
CIAS
89
CFS Investment Advisory Services
New Jersey
$624K – – –
GVAG
90
Great Valley Advisor Group
Delaware
$586K +$44.2K +540 +8%
JWCA
91
J.W. Cole Advisors
Florida
$584K -$7.77K -95 -1%
TI
92
tru Independence
Oregon
$581K +$327 +4 +0.1%
GWM
93
Geneos Wealth Management
Colorado
$545K -$14.9K -182 -3%
HWMO
94
Heritage Wealth Management (Ohio)
Ohio
$543K +$24.5K +300 +5%
AC
95
Anson Capital
Georgia
$542K +$15.9K +195 +3%
NA
96
NewEdge Advisors
Louisiana
$513K -$107K -1,307 -17%
WA
97
Westfuller Advisors
New York
$508K +$508K +6,187 New
PFA
98
Pathway Financial Advisers
Indiana
$507K +$4.91K +60 +1%
KPWS
99
Kestra Private Wealth Services
Texas
$505K +$3.35K +41 +0.7%
SPIA
100
Steward Partners Investment Advisory
New York
$496K +$9.57K +117 +2%
2 3
4
5 6