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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
FCM
176
Fortis Capital Management
Washington
$238K +$1.16K +13 +0.5%
EFMC
177
Empire Financial Management Company
New York
$232K -$6.16K -69 -3%
TFS
178
Thoroughbred Financial Services
Tennessee
$230K +$357 +4 +0.2%
Brown Advisory
179
Brown Advisory
Maryland
$229K +$223K +2,500 New
QCM
180
Quantinno Capital Management
New York
$227K -$53K -593 -19%
MHFA
181
Mission Hills Financial Advisory
California
$227K +$179 +2 +0.1%
IWM
182
IHT Wealth Management
Illinois
$226K -$5.81K -65 -3%
SAI
183
Savvy Advisors Inc
New York
$224K -$6.97K -78 -3%
HR
184
Howe & Rusling
New York
$223K +$14.2K +159 +7%
CAG
185
Centerpoint Advisory Group
Kansas
$221K
SA
186
Sovran Advisors
California
$217K
PTC
187
Private Trust Company
Ohio
$216K +$625 +7 +0.3%
MF
188
Meridian Financial
Massachusetts
$207K -$8.67K -97 -4%
MBWA
189
Marin Bay Wealth Advisors
California
$205K +$200K +2,240 New
AW
190
Atlas Wealth
Ohio
$204K +$199K +2,225 New
AFP
191
Ausdal Financial Partners
Iowa
$202K -$18.8K -210 -9%
FA
192
Fountainhead AM
New Jersey
$200K +$195K +2,187 New
UBS AM
193
UBS AM
Illinois
$200K
APFP
194
Action Point Financial Planning
Michigan
$198K +$193K +2,165 New
GI
195
GAMMA Investing
California
$185K
TRCT
196
Tower Research Capital (TRC)
New York
$131K +$128K +1,430 +35,750%
IAIM
197
International Assets Investment Management
Florida
$129K +$1.88K +21 +2%
CA
198
Clearstead Advisors
Ohio
$124K
CF
199
Centaurus Financial
California
$122K +$119K +1,336 New
GRP
200
Global Retirement Partners
California
$113K +$111K +1,239 New

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.