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ProShares S&P MidCap 400 Dividend Aristocrats ETF

240 hedge funds and large institutions have $1.08B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

22% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 76

0% less funds holding

Funds holding: 241240 (-1)

0.42% less ownership

Funds ownership: 65.36%64.94% (-0.42%)

3% less capital invested

Capital invested by funds: $1.11B → $1.08B (-$28M)

Holders
240
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
2.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
19
Increased
93
Reduced
76
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
101
Northwest Financial Advisors
Virginia
$742K -$20.5K -231 -3%
PPW
102
Parcion Private Wealth
Washington
$721K
SWMP
103
Signature Wealth Management Partners
New Jersey
$711K +$131K +1,468 +22%
LSA
104
L & S Advisors
California
$699K -$25.6K -288 -3%
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$698K +$9.6K +108 +1%
CIAS
106
CFS Investment Advisory Services
New Jersey
$693K
JWCA
107
J.W. Cole Advisors
Florida
$674K -$120K -1,355 -15%
KPWS
108
Kestra Private Wealth Services
Texas
$658K +$82.3K +926 +14%
RFN
109
RDA Financial Network
Iowa
$626K +$37.7K +424 +6%
JP Morgan Chase
110
JP Morgan Chase
New York
$572K +$201K +2,258 +51%
SGCA
111
Steel Grove Capital Advisors
Tennessee
$567K +$583K +6,556 New
GVAG
112
Great Valley Advisor Group
Delaware
$562K -$20K -225 -3%
GWM
113
Geneos Wealth Management
Colorado
$558K -$36.5K -411 -6%
WA
114
Westfuller Advisors
New York
$557K +$3.47K +39 +0.6%
HWMO
115
Heritage Wealth Management (Ohio)
Ohio
$538K -$5.07K -57 -0.9%
MAM
116
Mystic Asset Management
Rhode Island
$514K
SAM
117
S.A. Mason
Michigan
$508K +$11.1K +125 +2%
WB
118
WesBanco Bank
West Virginia
$501K
TI
119
tru Independence
Oregon
$498K -$6.84K -77 -1%
RWA
120
Redhawk Wealth Advisors
Minnesota
$490K -$26.6K -299 -5%
DC
121
Davenport & Co
Virginia
$485K +$62.2K +700 +14%
TW
122
ticino wealth
California
$471K -$38K -427 -7%
SFS
123
Sowell Financial Services
Arkansas
$459K +$3.2K +36 +0.7%
HL
124
HeadInvest LLC
Maine
$451K -$44.5K -500 -9%
PA
125
PSI Advisors
Florida
$443K +$8.45K +95 +2%

REGL Hedge Fund Activity: Q1 2026 in Review

240 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q1 2026, worth a combined $1.08B — down 2.5% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new REGL positions and 15 closed out — a net gain of 4 holders — while 93 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.82M. The largest seller was Stifel Financial, cutting an estimated $31.9M.

  • 240 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q1 2026, down from 241 in Q4 2025.
  • Funds reported $1.08B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q1 2026, down 2.5% quarter-over-quarter.
  • 19 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q1 2026 and 15 closed out, a net change of +4 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q1 2026 was Morgan Stanley, an estimated $6.82M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q1 2026 was Stifel Financial, an estimated $31.9M sold.

Based on aggregated 13F filings for Q1 2026.