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ProShares S&P MidCap 400 Dividend Aristocrats ETF

215 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

32% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 60

3% more funds holding

Funds holding: 209215 (+6)

1.1% more ownership

Funds ownership: 64.2%65.3% (+1.1%)

1% more capital invested

Capital invested by funds: $1.02B → $1.03B (+$13.7M)

Holders
215
Holders Change
+6
Holders Change %
+2.87%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
79
Reduced
60
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
201
Burkett Financial Services
South Carolina
$17.6K +$17.7K +218 New
AAG
202
Armstrong Advisory Group
Massachusetts
$11.9K
MWA
203
Medallion Wealth Advisors
Connecticut
$11.5K
TSMHT
204
Thurston Springer Miller Herd & Titak
Indiana
$11.3K +$11.4K +140 New
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
$11.2K
CTB
206
Country Trust Bank
Illinois
$10.5K -$14.7K -181 -58%
CA
207
Continuum Advisory
Idaho
$9.68K +$9.77K +120 New
CT
208
Caldwell Trust
Florida
$8.95K
AG
209
AmeriFlex Group
Nevada
$8.39K
PB
210
Pinnacle Bancorp
Nebraska
$8.06K
CA
211
CoreCap Advisors
Michigan
$7.26K
AWM
212
Accredited Wealth Management
Kentucky
$4.06K +$4.07K +50 New
SIM
213
Synergy Investment Management
Florida
$3.87K +$3.91K +48 New
PSFG
214
Park Square Financial Group
Georgia
$3.63K
MSG
215
Main Street Group
Virginia
$1.21K +$1.22K +15 New
Citigroup
216
Citigroup
New York
$81 +$81 +1 New
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
-$595K -7,381 Closed
RPC
218
Rossmore Private Capital
Connecticut
-$276K -3,425 Closed
SW
219
SkyOak Wealth
Michigan
-$227K -2,819 Closed
RCAG
220
Rehmann Capital Advisory Group
Michigan
-$224K -2,781 Closed
IFG
221
Independent Financial Group
California
-$208K -2,577 Closed
CCB
222
Cutter & Co Brokerage
Missouri
-$208K -2,576 Closed
IAN
223
Integrated Advisors Network
Texas
-$205K -2,538 Closed
IA
224
Insight Advisors
Pennsylvania
-$200K -2,488 Closed
CFGS
225
Concourse Financial Group Securities
Alabama
-$100K -1,215 Closed

REGL Hedge Fund Activity: Q1 2025 in Review

215 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q1 2025, worth a combined $1.03B — up 1.3% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new REGL positions and 15 closed out — a net gain of 10 holders — while 79 added to existing stakes and 60 trimmed.

The largest buyer was Connecticut Wealth Management, opening a new position worth an estimated $6.35M. The largest seller was Wells Fargo, cutting an estimated $7.66M.

  • 215 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q1 2025, up from 209 in Q4 2024.
  • Funds reported $1.03B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q1 2025, up 1.3% quarter-over-quarter.
  • 25 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q1 2025 and 15 closed out, a net change of +10 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q1 2025 was Connecticut Wealth Management, an estimated $6.35M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q1 2025 was Wells Fargo, an estimated $7.66M sold.

Based on aggregated 13F filings for Q1 2025.