ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
137 hedge funds and large institutions have $539M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 14 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 40
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.04% less ownership
Funds ownership: 55.73% → 54.69% (-1%)
5% less funds holding
Funds holding: 144 → 137 (-7)
6% less capital invested
Capital invested by funds: $572M → $539M (-$33.3M)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.37M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.18M |
| 3 |
NEGWA
New England Guild Wealth Advisors
Avon,
Connecticut
|
+$1.05M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$961K |
| 5 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$895K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$4.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.8M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.75M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$913K |
REGL Hedge Fund Activity: Q3 2021 in Review
137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q3 2021, worth a combined $539M — down 5.8% from $572M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of REGL and 8 opened new positions — a net loss of 6 holders — while 40 trimmed existing stakes and 60 added.
The largest buyer was Ameriprise, adding an estimated $1.37M. The largest seller was Laurel Wealth Advisors (California), exiting entirely with an estimated $4.47M sold.
- 137 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q3 2021, down from 144 in Q2 2021.
- Funds reported $539M of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q3 2021, down 5.8% quarter-over-quarter.
- 8 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q3 2021 and 14 closed out, a net change of -6 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q3 2021 was Ameriprise, an estimated $1.37M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q3 2021 was Laurel Wealth Advisors (California), an estimated $4.47M sold.
Based on aggregated 13F filings for Q3 2021.