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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
US Bancorp
126
US Bancorp
Minnesota
$481K +$107K +1,195 +29%
HIA
127
Harbor Investment Advisory
Maryland
$466K +$75K +840 +20%
RPCONE
128
Retirement Planning Company of New England
Rhode Island
$459K
PFA
129
Pathway Financial Advisers
Indiana
$452K +$1.07K +12 +0.2%
PA
130
PSI Advisors
Florida
$449K -$19.2K -215 -4%
Two Sigma Investments
131
Two Sigma Investments
New York
$449K -$4.15M -46,400 -90%
OC
132
Oppenheimer & Co
New York
$441K -$3.48K -39 -0.8%
CPIG
133
Chicago Partners Investment Group
Illinois
$439K +$136K +1,525 +48%
HL
134
HeadInvest LLC
Maine
$437K -$40.2K -450 -9%
TI
135
tru Independence
Oregon
$427K -$98.7K -1,105 -19%
EH
136
Equitable Holdings
New York
$421K -$1.79K -20 -0.4%
IFG
137
Independent Financial Group
California
$420K +$179 +2 +0%
KCFA
138
Key Client Fiduciary Advisors
New Jersey
$415K +$179 +2 +0%
CWP
139
Cyndeo Wealth Partners
Florida
$408K -$1.97K -22 -0.5%
PG
140
Patten Group
Tennessee
$407K +$7.86K +88 +2%
FHA
141
Flagship Harbor Advisors
Massachusetts
$403K -$24.9K -279 -6%
KFSN
142
Keystone Financial Services (Nebraska)
Nebraska
$401K +$16.7K +187 +4%
SGFG
143
Silver Grove Financial Group
New York
$387K +$625 +7 +0.2%
WDL
144
Well Done LLC
Michigan
$384K
TWM
145
TriaGen Wealth Management
California
$381K
WCM
146
WealthBridge Capital Management
Ohio
$379K +$1.52K +17 +0.4%
ACIM
147
Azimuth Capital Investment Management
Michigan
$378K +$58.1K +650 +19%
CA
148
COFG Advisors
Illinois
$373K +$364K +4,076 New
HFM
149
Hartford Financial Management
Connecticut
$366K
WG
150
WMS Group
Louisiana
$366K

REGL Hedge Fund Activity: Q2 2026 in Review

240 of the 8,269 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.