ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
205 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 17 closing their positions.
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
10% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 69
9% more capital invested
Capital invested by funds: $941M → $1.03B (+$87M)
0.42% more ownership
Funds ownership: 63.75% → 64.17% (+0.42%)
0% less funds holding
Funds holding: 206 → 205 (-1)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P
&Partners
Nashville,
Tennessee
|
+$10.2M |
| 2 |
PA
Pinnacle Associates
New York
|
+$7.3M |
| 3 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$4.63M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$3.71M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.71M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.83M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.49M |
| 4 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$4.99M |
| 5 |
Goldman Sachs
New York
|
-$3.83M |
REGL Hedge Fund Activity: Q3 2024 in Review
205 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q3 2024, worth a combined $1.03B — up 9.2% from $941M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new REGL positions and 17 closed out — a net gain of 2 holders — while 76 added to existing stakes and 69 trimmed.
The largest buyer was &Partners, opening a new position worth an estimated $10.2M. The largest seller was UBS Group, cutting an estimated $8.71M.
- 205 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q3 2024, down from 206 in Q2 2024.
- Funds reported $1.03B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q3 2024, up 9.2% quarter-over-quarter.
- 19 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q3 2024 and 17 closed out, a net change of +2 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q3 2024 was &Partners, an estimated $10.2M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q3 2024 was UBS Group, an estimated $8.71M sold.
Based on aggregated 13F filings for Q3 2024.