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ProShares S&P MidCap 400 Dividend Aristocrats ETF

240 hedge funds and large institutions have $1.14B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2026 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

13% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 79

5% more capital invested

Capital invested by funds: $1.08B → $1.14B (+$57M)

0.24% more ownership

Funds ownership: 64.94%65.17% (+0.24%)

0% more funds holding

Funds holding: 240240 (0)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
240
Holders Change
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
89
Reduced
79
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AB
76
Atlas Brown
Kentucky
$1.27M -$74.5K -834 -6%
IFPG
77
Intrepid Financial Planning Group
Indiana
$1.26M -$16.3K -182 -1%
MCA
78
MSH Capital Advisors
Arizona
$1.26M +$204K +2,278 +20%
QCIG
79
Quad-Cities Investment Group
Iowa
$1.2M -$71.4K -799 -6%
AC
80
Anson Capital
Georgia
$1.15M +$142K +1,593 +15%
MML Investors Services
81
MML Investors Services
Massachusetts
$1.1M -$284K -3,184 -21%
HCM
82
Hollencrest Capital Management
California
$1.08M
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$1.08M +$267K +2,989 +34%
WA
84
Waverly Advisors
Alabama
$1.05M +$2.41K +27 +0.2%
KIA
85
Kraematon Investment Advisors
Massachusetts
$1.01M +$2.23K +25 +0.2%
WIM
86
WealthPlan Investment Management
Nebraska
$982K +$15.6K +175 +2%
Creative Planning
87
Creative Planning
Kansas
$963K -$52.6K -589 -5%
NWM
88
Nova Wealth Management
Florida
$958K -$13.6K -152 -1%
JGIA
89
Jackson Grant Investment Advisers
Connecticut
$934K +$2.23K +25 +0.2%
CWA
90
Clarus Wealth Advisors
Arizona
$925K +$132K +1,478 +17%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$919K +$119K +1,332 +15%
SPIA
92
Steward Partners Investment Advisory
New York
$907K +$106K +1,189 +14%
CAM
93
Cozad Asset Management
Illinois
$898K -$25.5K -285 -3%
NW
94
NewEdge Wealth
Pennsylvania
$877K
TWP
95
Tempus Wealth Planning
California
$867K +$34K +381 +4%
HIS
96
Harvest Investment Services
Illinois
$864K +$51.8K +580 +7%
SWMP
97
Signature Wealth Management Partners
New Jersey
$851K +$94.6K +1,059 +13%
IWS
98
Intentional Wealth Strategies
Colorado
$844K -$113K -1,266 -12%
CIA
99
Capital Investment Advisors
Georgia
$823K -$68.4K -766 -8%
NFA
100
Northwest Financial Advisors
Virginia
$787K +$625 +7 +0.1%

REGL Hedge Fund Activity: Q2 2026 in Review

240 of the 8,268 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q2 2026, worth a combined $1.14B — up 5.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new REGL positions and 17 closed out — a net gain of 5 holders — while 89 added to existing stakes and 79 trimmed.

The largest buyer was Modern Wealth Management, adding an estimated $13.6M. The largest seller was Morgan Stanley, cutting an estimated $10.1M.

  • 240 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $1.14B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q2 2026, up 5.3% quarter-over-quarter.
  • 22 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q2 2026 and 17 closed out, a net change of +5 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q2 2026 was Modern Wealth Management, an estimated $13.6M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q2 2026 was Morgan Stanley, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2026.