ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
207 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 10 closing their positions.
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
34% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 65
2% more funds holding
Funds holding: 203 → 207 (+4)
0.73% more ownership
Funds ownership: 63.58% → 64.31% (+0.73%)
0% more capital invested
Capital invested by funds: $1.02B → $1.02B (+$4.78M)
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Pinnacle Associates
New York
|
+$14.5M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$10.2M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.65M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.75M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$24.2M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$13.8M |
| 3 |
Morgan Stanley
New York
|
-$6.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.17M |
| 5 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$3.96M |
REGL Hedge Fund Activity: Q2 2023 in Review
207 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q2 2023, worth a combined $1.02B — up 0.47% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new REGL positions and 10 closed out — a net gain of 9 holders — while 87 added to existing stakes and 65 trimmed.
The largest buyer was Pinnacle Associates, opening a new position worth an estimated $14.5M. The largest seller was Parcion Private Wealth, cutting an estimated $24.2M.
- 207 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q2 2023, up from 203 in Q1 2023.
- Funds reported $1.02B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q2 2023, up 0.47% quarter-over-quarter.
- 19 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q2 2023 and 10 closed out, a net change of +9 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q2 2023 was Pinnacle Associates, an estimated $14.5M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q2 2023 was Parcion Private Wealth, an estimated $24.2M sold.
Based on aggregated 13F filings for Q2 2023.