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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
LFG
201
Larson Financial Group
Missouri
$72.8K
BlackRock
202
BlackRock
New York
$71.5K +$60.8K +684 +475%
GSEP
203
Golden State Equity Partners
California
$70.4K +$72.5K +815 New
DFA
204
DHJJ Financial Advisors
Illinois
$69K
Russell Investments Group
205
Russell Investments Group
United Kingdom
$59.4K -$11.6K -130 -16%
SWM
206
SHP Wealth Management
Massachusetts
$52.8K
ADL
207
Asset Dedication LLC
California
$38.9K
AA
208
Ancora Advisors
Ohio
$34.6K
IA
209
IFP Advisors
Florida
$33K -$1.78K -20 -5%
TWC
210
TD Waterhouse Canada
Ontario, Canada
$32.8K
BL
211
BFSG LLC
California
$30.3K
SFS
212
Sunrise Financial Services
Washington
$23.3K
VWM
213
Vermillion Wealth Management
Minnesota
$22.6K
SIS
214
Sound Income Strategies
Florida
$22K +$8.62K +97 +62%
CTC
215
Central Trust Company
Missouri
$19.2K
MB
216
MidFirst Bank
Oklahoma
$19.2K
ACA
217
Aptus Capital Advisors
Alabama
$18.8K -$350K -3,939 -95%
AssetMark Inc
218
AssetMark Inc
California
$18.7K +$2.31K +26 +14%
NF
219
Napier Financial
Massachusetts
$17.6K +$18.1K +204 New
SEP
220
Signature Equity Partners
Ohio
$16.9K +$89 +1 +0.5%
MHR
221
Matthew Hamilton Rosenberg
$16.6K
ME
222
McIlrath & Eck
Washington
$15.6K
NRG
223
Nemes Rush Group
Michigan
$15.3K
CWM
224
Copia Wealth Management
Oregon
$14.4K
AAG
225
Armstrong Advisory Group
Massachusetts
$12.8K

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.