ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
144 hedge funds and large institutions have $572M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 62 increasing their positions, 42 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
48% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 42
7% more capital invested
Capital invested by funds: $533M → $572M (+$38.5M)
7% more funds holding
Funds holding: 135 → 144 (+9)
0.82% more ownership
Funds ownership: 54.91% → 55.73% (+0.82%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.8M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.69M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.03M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.88M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
Mirsky Financial Management
Rochester,
New York
|
-$4.97M |
| 2 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$1.4M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.06M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$733K |
| 5 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$726K |
REGL Hedge Fund Activity: Q2 2021 in Review
144 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q2 2021, worth a combined $572M — up 7.2% from $533M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new REGL positions and 8 closed out — a net gain of 10 holders — while 62 added to existing stakes and 42 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.8M. The largest seller was Mirsky Financial Management, cutting an estimated $4.97M.
- 144 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q2 2021, up from 135 in Q1 2021.
- Funds reported $572M of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q2 2021, up 7.2% quarter-over-quarter.
- 18 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q2 2021 and 8 closed out, a net change of +10 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q2 2021 was Morgan Stanley, an estimated $10.8M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q2 2021 was Mirsky Financial Management, an estimated $4.97M sold.
Based on aggregated 13F filings for Q2 2021.