We are live on ! Find out more
REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF

215 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

32% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 60

3% more funds holding

Funds holding: 209215 (+6)

1.1% more ownership

Funds ownership: 64.2%65.3% (+1.1%)

1% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$13.7M)

Holders
215
Holders Change
+6
Holders Change %
+2.87%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
79
Reduced
60
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$1M +$485K +5,955 +92%
MCA
77
MSH Capital Advisors
Arizona
$995K +$5.13K +63 +0.5%
TWP
78
Tempus Wealth Planning
California
$925K -$53.6K -658 -5%
MML Investors Services
79
MML Investors Services
Massachusetts
$921K +$54.8K +673 +6%
KIA
80
Kraematon Investment Advisors
Massachusetts
$903K -$52.7K -647 -5%
NFA
81
Northwest Financial Advisors
Virginia
$872K
CWAF
82
Core Wealth Advisors (Florida)
Florida
$863K +$160K +1,965 +23%
BWA
83
Beam Wealth Advisors
Louisiana
$854K +$21.4K +263 +3%
HIS
84
Harvest Investment Services
Illinois
$837K +$6.51K +80 +0.8%
JGIA
85
Jackson Grant Investment Advisers
Connecticut
$813K +$2.52K +31 +0.3%
LSA
86
L & S Advisors
California
$802K
PPW
87
Parcion Private Wealth
Washington
$797K +$81K +995 +11%
CIA
88
Capital Investment Advisors
Georgia
$787K +$134K +1,647 +20%
JWCA
89
J.W. Cole Advisors
Florida
$768K +$185K +2,267 +31%
KFI
90
Key Financial Inc
Pennsylvania
$763K -$68.6K -843 -8%
AWA
91
Acorn Wealth Advisors
Michigan
$759K -$109K -1,344 -12%
AAS
92
Avantax Advisory Services
Texas
$740K -$9.61K -118 -1%
Comerica Bank
93
Comerica Bank
Texas
$721K -$2.85K -35 -0.4%
LMKC
94
L.M. Kohn & Company
Ohio
$693K +$32.3K +397 +5%
WCM
95
WealthBridge Capital Management
Ohio
$688K
AC
96
Anson Capital
Georgia
$555K +$19.2K +236 +4%
GVAG
97
Great Valley Advisor Group
Delaware
$555K +$12.2K +150 +2%
TI
98
tru Independence
Oregon
$549K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$543K +$115K +1,411 +27%
PA
100
PFG Advisors
Arizona
$540K +$31.7K +390 +6%

REGL Hedge Fund Activity: Q1 2025 in Review

215 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q1 2025, worth a combined $1.03B — up 1.3% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new REGL positions and 15 closed out — a net gain of 10 holders — while 79 added to existing stakes and 60 trimmed.

The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $6.35M. The largest seller was Wells Fargo, cutting an estimated $7.66M.

  • 215 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q1 2025, up from 209 in Q4 2024.
  • Funds reported $1.03B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q1 2025, up 1.3% quarter-over-quarter.
  • 25 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q1 2025 and 15 closed out, a net change of +10 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q1 2025 was Connecticut Wealth Management, an estimated $6.35M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q1 2025 was Wells Fargo, an estimated $7.66M sold.

Based on aggregated 13F filings for Q1 2025.