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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
TFS
151
Thoroughbred Financial Services
Tennessee
$261K
SPC
152
Sigma Planning Corp
Michigan
$258K +$40.7K +500 +19%
Mariner
153
Mariner
Kansas
$257K -$4.31K -53 -2%
CPIG
154
Chicago Partners Investment Group
Illinois
$254K +$50K +614 +24%
GWSG
155
GPS Wealth Strategies Group
Colorado
$249K
SAG
156
SageView Advisory Group
California
$242K +$244K +3,002 New
CAG
157
Centerpoint Advisory Group
Kansas
$242K
EWM
158
Empirical Wealth Management
Washington
$238K +$240K +2,947 New
QFW
159
QTR Family Wealth
Florida
$238K +$240K +2,946 New
CSC
160
Caldwell Sutter Capital
California
$228K +$3.91K +48 +2%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$223K +$59.3K +729 +36%
PAM
162
Palisade Asset Management
Minnesota
$218K
ASN
163
Advisory Services Network
Georgia
$215K
ACIM
164
Azimuth Capital Investment Management
Michigan
$214K +$216K +2,650 New
MF
165
Meridian Financial
Massachusetts
$211K
CD
166
Chapin Davis
Maryland
$210K +$212K +2,609 New
IWC
167
Integrated Wealth Concepts
Massachusetts
$210K -$158K -1,944 -43%
AFP
168
Ausdal Financial Partners
Iowa
$210K -$22.5K -276 -10%
AWM
169
Avaii Wealth Management
Wisconsin
$202K
EFMC
170
Empire Financial Management Company
New York
$202K +$204K +2,502 New
CT
171
Colonial Trust
South Carolina
$202K
PTC
172
Private Trust Company
Ohio
$179K
EWA
173
EP Wealth Advisors
California
$164K +$26.5K +325 +19%
CFB
174
Cullen/Frost Bankers
Texas
$147K
NWM
175
Nova Wealth Management
Florida
$129K +$130K +1,603 New

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.