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ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

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: 4 → 5 (+1)

22% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 76

0% less funds holding

Funds holding: 241 → 240 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.82M
2
BLWM
Bucket List Wealth Management
Florida
+$6.75M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.65M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.44M
5
Bank of America
Bank of America
North Carolina
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$31.9M
2
BEI
Benjamin Edwards Inc
Missouri
-$26.6M
3
CIM
Confluence Investment Management
Missouri
-$10.8M
4
CCM
Coldstream Capital Management
Washington
-$6.89M
5
LPL Financial
LPL Financial
California
-$5.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
126
Retirement Planning Company of New England
Rhode Island
$434K – – –
PFA
127
Pathway Financial Advisers
Indiana
$425K -$23.1K -260 -5%
PFS
128
Prospera Financial Services
Texas
$422K -$30.8K -346 -7%
IWC
129
Integrated Wealth Concepts
Massachusetts
$422K +$434K +4,885 New
OC
130
Oppenheimer & Co
New York
$420K +$3.47K +39 +0.8%
FHA
131
Flagship Harbor Advisors
Massachusetts
$404K -$13.2K -148 -3%
IFG
132
Independent Financial Group
California
$396K -$45.4K -511 -10%
KCFA
133
Key Client Fiduciary Advisors
New Jersey
$391K +$28.6K +322 +8%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$391K +$402K +4,521 New
EH
135
Equitable Holdings
New York
$389K +$1.07K +12 +0.3%
CWP
136
Cyndeo Wealth Partners
Florida
$387K +$5.42K +61 +1%
PG
137
Patten Group
Tennessee
$376K +$23K +259 +6%
AQR Capital Management
138
AQR Capital Management
Connecticut
$373K – – –
KAS
139
KPP Advisory Services
Kentucky
$372K +$89 +1 +0%
HIA
140
Harbor Investment Advisory
Maryland
$367K -$16.9K -190 -4%
SGFG
141
Silver Grove Financial Group
New York
$365K +$711 +8 +0.2%
WDL
142
Well Done LLC
Michigan
$362K – – –
KFSN
143
Keystone Financial Services (Nebraska)
Nebraska
$362K -$32.5K -366 -8%
TWM
144
TriaGen Wealth Management
California
$360K – – –
WCM
145
WealthBridge Capital Management
Ohio
$356K +$978 +11 +0.3%
RIP
146
RAM Investment Partners
Washington
$354K +$364K +4,100 New
US Bancorp
147
US Bancorp
Minnesota
$351K – – –
FFA
148
Farther Finance Advisors
California
$349K +$322K +3,618 +907%
HFM
149
Hartford Financial Management
Connecticut
$346K – – –
WG
150
WMS Group
Louisiana
$346K – – –
4 5
6
7 8

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.