REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

Overview Fund Activity

203 hedge funds and large institutions have $941M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 82 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
-11
Holders Change %
-5.14%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
62
Reduced
82
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Coldstream Capital Management
Washington
$168M
2
RJA
2
Raymond James & Associates
Florida
$18.1M
3
DWM
3
Dogwood Wealth Management
Kansas
$3.43M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$41.7M
5
Wells Fargo
5
Wells Fargo
California
$65.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$9.88M
2
IAN
2
Integrated Advisors Network
Texas
$4.87M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.69M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22M
5
Morgan Stanley
5
Morgan Stanley
New York
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
201
ORG Partners
Indiana
$1.02K +$1.02K +14 New
FFA
202
Farther Finance Advisors
California
$971 -$30.5K -409 -97%
NRG
203
Nemes Rush Group
Michigan
$678 – – –
Citadel Advisors
204
Citadel Advisors
Florida
– -$731K -9,300 Closed
VF
205
Virtu Financial
New York
– -$491K -6,250 Closed
LNC
206
Lincoln National Corp
Pennsylvania
– -$388K -4,941 Closed
GS
207
GTS Securities
New York
– -$353K -4,496 Closed
AWM
208
Apollon Wealth Management
South Carolina
– -$285K -3,625 Closed
TC
209
Trilogy Capital
California
– -$259K -3,298 Closed
Koshinski Asset Management
210
Koshinski Asset Management
Illinois
– -$250K -3,182 Closed
EFMC
211
Empire Financial Management Company
New York
– -$234K -2,979 Closed
CCB
212
Cutter & Co Brokerage
Missouri
– -$228K -2,900 Closed
PAM
213
Palisade Asset Management
Minnesota
– -$212K -2,700 Closed
SW
214
SlateStone Wealth
Florida
– -$210K -2,678 Closed
LSPW
215
Lake Street Private Wealth
Illinois
– -$208K -2,642 Closed
SW
216
SkyOak Wealth
Michigan
– -$203K -2,579 Closed
BFG
217
Bouchey Financial Group
New York
– -$201K -2,563 Closed
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
– -$102K -1,300 Closed
BBHC
219
Brown Brothers Harriman & Co
New York
– -$58.4K -744 Closed
JFA
220
JNBA Financial Advisors
Minnesota
– -$26.3K -335 Closed
HBW
221
Hazlett, Burt & Watson
West Virginia
– -$19K -234 Closed
CJ
222
Caitlin John
Michigan
– -$9.49K -121 Closed
5 6 7 8
9