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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
FCM
176
Fortis Capital Management
Washington
$223K +$1.33K +15 +0.6%
IWM
177
IHT Wealth Management
Illinois
$219K -$55.7K -627 -20%
SAI
178
Savvy Advisors Inc
New York
$219K -$75.5K -849 -25%
CT
179
Colonial Trust
South Carolina
$216K
TFS
180
Thoroughbred Financial Services
Tennessee
$216K +$533 +6 +0.2%
MHFA
181
Mission Hills Financial Advisory
California
$214K +$889 +10 +0.4%
PA
182
PFG Advisors
Arizona
$211K -$428K -4,818 -66%
CAG
183
Centerpoint Advisory Group
Kansas
$209K -$51.6K -580 -19%
AFP
184
Ausdal Financial Partners
Iowa
$209K -$84.3K -948 -28%
SA
185
Sovran Advisors
California
$206K
MF
186
Meridian Financial
Massachusetts
$204K -$24.1K -271 -10%
PTC
187
Private Trust Company
Ohio
$203K
HR
188
Howe & Rusling
New York
$197K +$38.8K +437 +24%
UBS AM
189
UBS AM
Illinois
$189K +$181K +2,032 +1,319%
GI
190
GAMMA Investing
California
$175K
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$152K +$178 +2 +0.1%
IAIM
192
International Assets Investment Management
Florida
$121K
SS
193
Sunbelt Securities
Texas
$118K
CA
194
Clearstead Advisors
Ohio
$117K
Qube Research & Technologies (QRT)
195
Qube Research & Technologies (QRT)
United Kingdom
$116K +$62K +697 +108%
MCM
196
MAI Capital Management
Ohio
$115K -$2.76K -31 -2%
WTC
197
WhitTier Trust Company
Nevada
$90.4K
SAM
198
Smartleaf Asset Management
Massachusetts
$87.5K
AUB
199
Atlantic Union Bankshares
Virginia
$86.8K
DWP
200
Destiny Wealth Partners
Florida
$77.4K +$79.7K +896 New

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.