ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
81 hedge funds and large institutions have $177M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
54% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 24
9% more capital invested
Capital invested by funds: $162M → $177M (+$14.6M)
7% more funds holding
Funds holding: 76 → 81 (+5)
1.26% more ownership
Funds ownership: 42.5% → 43.76% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$4.11M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.26M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$540K |
| 4 |
LPL Financial
San Diego,
California
|
+$516K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.15M |
| 2 |
Morgan Stanley
New York
|
-$1.03M |
| 3 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
-$711K |
| 4 |
Jane Street
New York
|
-$400K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$337K |
REGL Hedge Fund Activity: Q3 2018 in Review
81 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q3 2018, worth a combined $177M — up 9% from $162M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new REGL positions and 4 closed out — a net gain of 5 holders — while 37 added to existing stakes and 24 trimmed.
The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $4.11M. The largest seller was Wells Fargo, cutting an estimated $1.15M.
- 81 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q3 2018, up from 76 in Q2 2018.
- Funds reported $177M of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q3 2018, up 9% quarter-over-quarter.
- 9 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q3 2018 and 4 closed out, a net change of +5 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q3 2018 was Cardan Capital Partners, an estimated $4.11M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q3 2018 was Wells Fargo, an estimated $1.15M sold.
Based on aggregated 13F filings for Q3 2018.