REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

Overview Fund Activity

196 hedge funds and large institutions have $1.17B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 24 closing their positions.

Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
22
Increased
65
Reduced
80
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$349M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.7M
3
WIA
3
World Investment Advisors
California
$3.22M
4
AWS
4
Atria Wealth Solutions
New York
$3.98M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$38.8M

Top Sellers

1
BFG
1
Bouchey Financial Group
New York
$0
2
LPL Financial
2
LPL Financial
California
$51M
3
Wells Fargo
3
Wells Fargo
California
$76.7M
4
KDA
4
Kraft Davis & Associates
Missouri
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$27.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LWL
101
Leo Wealth LLC
Texas
$433K 5,687 +5,687 New
AC
102
Anson Capital
Georgia
$432K 5,866 +2,771 +90%
PCS
103
Personal CFO Solutions
New Jersey
$425K 5,777 +8 +0.1%
SPIA
104
Steward Partners Investment Advisory
New York
$410K 5,578 +500 +10%
EH
105
Equitable Holdings
New York
$410K 5,574 -309 -5%
CIA
106
Capital Investment Advisors
Georgia
$397K 5,399 +1,594 +42%
DWMG
107
DB Wealth Management Group
California
$396K 5,377 – –
RIA
108
Realta Investment Advisors
Delaware
$368K 5,001 -1,193 -19%
WB
109
WesBanco Bank
West Virginia
$366K 4,979 +15 +0.3%
FHA
110
Flagship Harbor Advisors
Massachusetts
$366K 4,971 -691 -12%
LNC
111
Lincoln National Corp
Pennsylvania
$353K 4,795 +831 +21%
GVAG
112
Great Valley Advisor Group
Delaware
$350K 4,756 +101 +2%
BRWA
113
B. Riley Wealth Advisors
Florida
$334K 4,541 – –
PFG
114
Prosperity Financial Group
California
$331K 4,502 +4,502 New
PA
115
PSI Advisors
Florida
$331K 4,494 +319 +8%
HIA
116
Harbor Investment Advisory
Maryland
$327K 4,440 – –
PG
117
Patten Group
Tennessee
$311K 4,233 +200 +5%
WDL
118
Well Done LLC
Michigan
$311K 4,221 – –
CWA
119
Core Wealth Advisors
Florida
$309K 4,201 +47 +1%
ESB
120
Essex Savings Bank
Connecticut
$301K 4,095 +272 +7%
US Bancorp
121
US Bancorp
Minnesota
$299K 4,063 -1,100 -21%
HFM
122
Hartford Financial Management
Connecticut
$294K 4,000 – –
ACA
123
Aptus Capital Advisors
Alabama
$294K 3,999 +34 +0.9%
TWM
124
TriaGen Wealth Management
California
$289K 3,923 -500 -11%
AMM
125
American Money Management
California
$288K 3,909 -162 -4%
3 4
5
6 7