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ProShares S&P MidCap 400 Dividend Aristocrats ETF

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: 45 (+1)

22% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 76

0% less funds holding

Funds holding: 241240 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
ESB
151
Essex Savings Bank
Connecticut
$342K -$1.6K -18 -0.5%
MF
152
Montis Financial
Massachusetts
$341K +$70.7K +795 +25%
BRWA
153
B. Riley Wealth Advisors
Florida
$330K
CSC
154
Caldwell Sutter Capital
California
$320K +$19.7K +222 +6%
Corient Private Wealth
155
Corient Private Wealth
Florida
$302K -$337K -3,788 -52%
MCP
156
Martin Capital Partners
Oregon
$301K +$4.45K +50 +1%
ACIM
157
Azimuth Capital Investment Management
Michigan
$300K +$73.3K +825 +31%
GWM
158
Gilpin Wealth Management
Colorado
$300K -$4.45K -50 -1%
Citadel Advisors
159
Citadel Advisors
Florida
$299K -$625K -7,033 -67%
Mariner
160
Mariner
Kansas
$298K -$204K -2,291 -40%
RPC
161
Rossmore Private Capital
Connecticut
$296K
MC
162
Moors & Cabot
Massachusetts
$291K
AIM
163
Anchor Investment Management
South Carolina
$285K
CPIG
164
Chicago Partners Investment Group
Illinois
$285K
HNB
165
Huntington National Bank
Ohio
$280K
AMM
166
American Money Management
California
$278K -$9.33K -105 -3%
AWA
167
Acorn Wealth Advisors
Michigan
$274K -$177K -1,993 -39%
Bessemer Group
168
Bessemer Group
New Jersey
$274K
QCM
169
Quantinno Capital Management
New York
$266K +$274K +3,077 New
IAS
170
Integrity Advisory Solutions
Texas
$252K +$259K +2,917 New
QFW
171
QTR Family Wealth
Florida
$251K -$444 -5 -0.2%
CFB
172
Cullen/Frost Bankers
Texas
$247K +$1.51K +17 +0.6%
SWM
173
Spire Wealth Management
Virginia
$230K +$134K +1,507 +130%
ASN
174
Advisory Services Network
Georgia
$227K
EFMC
175
Empire Financial Management Company
New York
$225K +$9.07K +102 +4%

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.