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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
OC
126
Oppenheimer & Co
New York
$398K -$6.43K -79 -2%
RFN
127
RDA Financial Network
Iowa
$398K +$244 +3 +0.1%
DC
128
Davenport & Co
Virginia
$386K
WP
129
WealthPLAN Partners
Nebraska
$378K +$27.4K +337 +8%
IA
130
IFG Advisory
Georgia
$366K +$370K +4,540 New
HIA
131
Harbor Investment Advisory
Maryland
$358K
KAS
132
KPP Advisory Services
Kentucky
$356K +$64.5K +793 +22%
ESB
133
Essex Savings Bank
Connecticut
$354K +$15.9K +195 +5%
CWP
134
Cyndeo Wealth Partners
Florida
$353K -$5.7K -70 -2%
GS
135
GTS Securities
New York
$347K +$351K +4,307 New
WDL
136
Well Done LLC
Michigan
$342K +$1.3K +16 +0.4%
TWM
137
TriaGen Wealth Management
California
$336K
US Bancorp
138
US Bancorp
Minnesota
$328K
ACA
139
Aptus Capital Advisors
Alabama
$327K
Creative Planning
140
Creative Planning
Kansas
$326K +$329K +4,044 New
HFM
141
Hartford Financial Management
Connecticut
$323K
HNB
142
Huntington National Bank
Ohio
$317K
WA
143
Waverly Advisors
Alabama
$315K +$26.9K +330 +9%
SFS
144
Sowell Financial Services
Arkansas
$298K +$301K +3,700 New
KFSN
145
Keystone Financial Services (Nebraska)
Nebraska
$283K +$52.9K +650 +23%
KCFA
146
Key Client Fiduciary Advisors
New Jersey
$276K +$38.3K +471 +16%
AIM
147
Anchor Investment Management
South Carolina
$273K
MC
148
Moors & Cabot
Massachusetts
$272K
AMM
149
American Money Management
California
$271K -$4.07K -50 -1%
IWM
150
IHT Wealth Management
Illinois
$265K -$5.62K -69 -2%

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.