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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
HWMO
101
Heritage Wealth Management (Ohio)
Ohio
$534K
CWA
102
Clarus Wealth Advisors
Arizona
$527K +$271K +3,335 +95%
WA
103
Westfuller Advisors
New York
$508K
Jane Street
104
Jane Street
New York
$507K +$512K +6,284 New
CIAS
105
CFS Investment Advisory Services
New Jersey
$500K -$116K -1,430 -19%
NW
106
NewEdge Wealth
Pennsylvania
$496K +$208K +2,550 +71%
KPWS
107
Kestra Private Wealth Services
Texas
$493K +$9.61K +118 +2%
MAM
108
Mystic Asset Management
Rhode Island
$486K -$2.04K -25 -0.4%
HL
109
HeadInvest LLC
Maine
$483K +$1.22K +15 +0.3%
JP Morgan Chase
110
JP Morgan Chase
New York
$483K -$846K -10,390 -63%
SPIA
111
Steward Partners Investment Advisory
New York
$482K +$4.88K +60 +1%
PFA
112
Pathway Financial Advisers
Indiana
$477K -$15.5K -191 -3%
SAM
113
S.A. Mason
Michigan
$460K +$22.3K +274 +5%
WB
114
WesBanco Bank
West Virginia
$458K
DIA
115
Dana Investment Advisors
Wisconsin
$454K -$13K -160 -3%
FAIM
116
Financial Advocates Investment Management
Washington
$453K +$457K +5,620 New
PPH
117
Pure Portfolios Holdings
Oregon
$446K -$11.5K -141 -2%
PG
118
Patten Group
Tennessee
$437K -$42.7K -524 -9%
Corient Private Wealth
119
Corient Private Wealth
Florida
$435K -$28.5K -350 -6%
RPCONE
120
Retirement Planning Company of New England
Rhode Island
$435K -$2.44K -30 -0.6%
SL
121
SWMG LLC
Texas
$423K +$439K +5,399 New
FHA
122
Flagship Harbor Advisors
Massachusetts
$413K
PA
123
PSI Advisors
Florida
$408K +$28.3K +348 +7%
KWM
124
Kingsview Wealth Management
Oregon
$404K
EH
125
Equitable Holdings
New York
$403K +$98.4K +1,209 +32%

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.