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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
KFI
101
Key Financial Inc
Pennsylvania
$780K -$20.1K -225 -3%
PPW
102
Parcion Private Wealth
Washington
$764K
XT
103
XTX Topco
Cayman Islands
$761K +$743K +8,315 New
RFN
104
RDA Financial Network
Iowa
$750K +$83.9K +939 +13%
KPWS
105
Kestra Private Wealth Services
Texas
$736K +$38K +425 +6%
LSA
106
L & S Advisors
California
$720K -$20.5K -230 -3%
CIAS
107
CFS Investment Advisory Services
New Jersey
$705K -$89 -1 -0%
JWCA
108
J.W. Cole Advisors
Florida
$675K -$38.5K -431 -6%
SGCA
109
Steel Grove Capital Advisors
Tennessee
$600K
WA
110
Westfuller Advisors
New York
$594K +$2.95K +33 +0.5%
PWA
111
Perspective Wealth Advisors
Colorado
$590K -$316K -3,538 -35%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$588K +$170K +1,899 +42%
GWM
113
Geneos Wealth Management
Colorado
$583K -$7.59K -85 -1%
HWMO
114
Heritage Wealth Management (Ohio)
Ohio
$579K +$8.76K +98 +2%
KAS
115
Kestra Advisory Services
Texas
$570K -$291K -3,259 -34%
AQR Capital Management
116
AQR Capital Management
Connecticut
$567K +$167K +1,874 +43%
GVAG
117
Great Valley Advisor Group
Delaware
$544K -$50.6K -566 -9%
IWC
118
Integrated Wealth Concepts
Massachusetts
$543K +$93.8K +1,050 +21%
SAM
119
S.A. Mason
Michigan
$539K
MAM
120
Mystic Asset Management
Rhode Island
$535K -$8.93K -100 -2%
WB
121
WesBanco Bank
West Virginia
$531K
DC
122
Davenport & Co
Virginia
$511K -$2.23K -25 -0.4%
JP Morgan Chase
123
JP Morgan Chase
New York
$506K -$108K -1,212 -18%
RWA
124
Redhawk Wealth Advisors
Minnesota
$502K -$17.2K -192 -3%
SFS
125
Sowell Financial Services
Arkansas
$487K +$1.25K +14 +0.3%

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.