REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

Overview Fund Activity

204 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
75
Reduced
69
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
P
1
&Partners
Tennessee
$10.6M
2
PA
2
Pinnacle Associates
New York
$14M
3
CCM
3
Coldstream Capital Management
Washington
$192M
4
BEI
4
Benjamin Edwards Inc
Missouri
$3.86M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$34.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$25M
2
Wells Fargo
2
Wells Fargo
California
$65.9M
3
Bank of America
3
Bank of America
North Carolina
$39M
4
IAN
4
Integrated Advisors Network
Texas
$212K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
126
CIBC World Market
Ontario, Canada
$342K +$342K +4,180 New
TWM
127
TriaGen Wealth Management
California
$341K – – –
US Bancorp
128
US Bancorp
Minnesota
$332K – – –
PCS
129
Personal CFO Solutions
New Jersey
$329K +$3.43K +42 +1%
ACA
130
Aptus Capital Advisors
Alabama
$328K +$2.37K +29 +0.7%
HFM
131
Hartford Financial Management
Connecticut
$327K – – –
Fidelity Investments
132
Fidelity Investments
Massachusetts
$322K +$105K +1,281 +48%
KAS
133
KPP Advisory Services
Kentucky
$302K -$4.33K -53 -1%
NW
134
NewEdge Wealth
Pennsylvania
$294K – – –
AIM
135
Anchor Investment Management
South Carolina
$294K +$82 +1 +0%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$285K -$141K -1,719 -33%
IWM
137
IHT Wealth Management
Illinois
$282K +$5.64K +69 +2%
D.E. Shaw & Co
138
D.E. Shaw & Co
New York
$281K +$281K +3,433 New
RPC
139
Rossmore Private Capital
Connecticut
$280K – – –
AMM
140
American Money Management
California
$277K -$25.3K -309 -8%
MC
141
Moors & Cabot
Massachusetts
$276K – – –
CWA
142
Clarus Wealth Advisors
Arizona
$272K -$9.63K -120 -3%
TFS
143
Thoroughbred Financial Services
Tennessee
$263K +$489 +6 +0.2%
WA
144
Waverly Advisors
Alabama
$262K +$19.7K +241 +8%
BW
145
Bison Wealth
Georgia
$251K -$390K -4,763 -61%
GWSG
146
GPS Wealth Strategies Group
Colorado
$248K +$4.91K +60 +2%
HNB
147
Huntington National Bank
Ohio
$247K -$69.1K – –
RIA
148
Realta Investment Advisors
Delaware
$246K -$148K -1,799 -38%
KWA
149
Kellett Wealth Advisors
Ohio
$243K -$32K -391 -12%
ASN
150
Advisory Services Network
Georgia
$239K – – –
4 5
6
7 8