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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
MF
151
Montis Financial
Massachusetts
$362K +$804 +9 +0.2%
PFS
152
Prospera Financial Services
Texas
$357K -$88.2K -987 -20%
KAS
153
KPP Advisory Services
Kentucky
$352K -$42.2K -472 -11%
CSC
154
Caldwell Sutter Capital
California
$346K +$7.06K +79 +2%
BRWA
155
B. Riley Wealth Advisors
Florida
$337K -$18K -201 -5%
TW
156
ticino wealth
California
$334K -$157K -1,755 -32%
VFG
157
Victory Financial Group
Texas
$329K +$321K +3,589 New
MC
158
Moors & Cabot
Massachusetts
$322K +$13K +145 +4%
Corient Private Wealth
159
Corient Private Wealth
Florida
$320K
Mariner
160
Mariner
Kansas
$316K +$268 +3 +0.1%
IAS
161
Integrity Advisory Solutions
Texas
$315K +$46.7K +523 +18%
RPC
162
Rossmore Private Capital
Connecticut
$314K
GWM
163
Gilpin Wealth Management
Colorado
$299K -$17.9K -200 -6%
MCP
164
Martin Capital Partners
Oregon
$299K -$19.4K -217 -6%
ESB
165
Essex Savings Bank
Connecticut
$298K -$62.5K -700 -18%
HNB
166
Huntington National Bank
Ohio
$296K
Bessemer Group
167
Bessemer Group
New Jersey
$291K
AWA
168
Acorn Wealth Advisors
Michigan
$290K -$715 -8 -0.3%
AMM
169
American Money Management
California
$290K -$5.18K -58 -2%
CFB
170
Cullen/Frost Bankers
Texas
$263K +$1.25K +14 +0.5%
LWM
171
Lyell Wealth Management
California
$262K +$256K +2,866 New
QFW
172
QTR Family Wealth
Florida
$255K +$715 +8 +0.3%
DWAM
173
Duncan Williams Asset Management
Tennessee
$247K +$241K +2,695 New
SWM
174
Spire Wealth Management
Virginia
$245K +$447 +5 +0.2%
ASN
175
Advisory Services Network
Georgia
$241K

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.