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ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

209 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

60% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 55

2% more funds holding

Funds holding: 205 → 209 (+4)

0.03% more ownership

Funds ownership: 64.17% → 64.2% (+0.03%)

1% less capital invested

Capital invested by funds: $1.03B → $1.02B (-$11.5M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
209
Holders Change
+4
Holders Change %
+1.95%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
88
Reduced
55
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Coldstream Capital Management
Washington
+$8M
2
UBS Group
UBS Group
Switzerland
+$5.78M
3
LPL Financial
LPL Financial
California
+$3.78M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.32M
5
P
&Partners
Tennessee
+$3.03M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$14.9M
2
PA
Pinnacle Associates
New York
-$9.18M
3
CWM
Connecticut Wealth Management
Connecticut
-$8.49M
4
LWP
LMG Wealth Partners
Louisiana
-$5.17M
5
Wells Fargo
Wells Fargo
California
-$3.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
151
Caldwell Sutter Capital
California
$224K -$1.67K -20 -0.7%
RCAG
152
Rehmann Capital Advisory Group
Michigan
$224K – – –
PAM
153
Palisade Asset Management
Minnesota
$218K – – –
SPC
154
Sigma Planning Corp
Michigan
$218K – – –
ASN
155
Advisory Services Network
Georgia
$215K -$48.8K -585 -18%
MF
156
Meridian Financial
Massachusetts
$211K +$218K +2,618 New
IFG
157
Independent Financial Group
California
$208K +$215K +2,577 New
CCB
158
Cutter & Co Brokerage
Missouri
$208K -$10K -120 -4%
CPIG
159
Chicago Partners Investment Group
Illinois
$206K – – –
IAN
160
Integrated Advisors Network
Texas
$205K -$4.59K -55 -2%
AWM
161
Avaii Wealth Management
Wisconsin
$202K -$222K -2,668 -52%
CT
162
Colonial Trust
South Carolina
$202K – – –
IA
163
Insight Advisors
Pennsylvania
$200K +$167 +2 +0.1%
PTC
164
Private Trust Company
Ohio
$179K +$7.5K +90 +4%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$164K +$334 +4 +0.2%
CFB
166
Cullen/Frost Bankers
Texas
$147K +$152K +1,817 New
EWA
167
EP Wealth Advisors
California
$138K -$20.5K -246 -13%
HR
168
Howe & Rusling
New York
$122K -$4.67K -56 -4%
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$115K +$3.17K +38 +3%
CFGS
170
Concourse Financial Group Securities
Alabama
$100K – – –
SWM
171
Spire Wealth Management
Virginia
$91.3K +$1.17K +14 +1%
SSB
172
Sandy Spring Bank
Maryland
$81.1K – – –
LFG
173
Larson Financial Group
Missouri
$67.9K – – –
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$65K +$83 +1 +0.1%
DFA
175
DHJJ Financial Advisors
Illinois
$64.4K – – –
5 6
7
8 9

REGL Hedge Fund Activity: Q4 2024 in Review

209 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q4 2024, worth a combined $1.02B — down 1.1% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new REGL positions and 13 closed out — a net gain of 8 holders — while 88 added to existing stakes and 55 trimmed.

The largest buyer was Coldstream Capital Management, adding an estimated $8M. The largest seller was JP Morgan Chase, cutting an estimated $14.9M.

  • 209 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q4 2024, up from 205 in Q3 2024.
  • Funds reported $1.02B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q4 2024, down 1.1% quarter-over-quarter.
  • 21 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q4 2024 and 13 closed out, a net change of +8 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q4 2024 was Coldstream Capital Management, an estimated $8M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q4 2024 was JP Morgan Chase, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2024.