ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
86 hedge funds and large institutions have $201M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 12 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 23
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
14% more capital invested
Capital invested by funds: $177M → $201M (+$24M)
6% more funds holding
Funds holding: 81 → 86 (+5)
5.99% more ownership
Funds ownership: 43.76% → 49.76% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.99M |
| 3 |
FF
Fluent Financial
Dallas,
Texas
|
+$5.46M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.88M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$1.06M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$809K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$792K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$569K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$351K |
REGL Hedge Fund Activity: Q4 2018 in Review
86 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q4 2018, worth a combined $201M — up 14% from $177M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new REGL positions and 12 closed out — a net gain of 6 holders — while 37 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was LexAurum Advisors, exiting entirely with an estimated $1.06M sold.
- 86 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q4 2018, up from 81 in Q3 2018.
- Funds reported $201M of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q4 2018, up 14% quarter-over-quarter.
- 18 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q4 2018 and 12 closed out, a net change of +6 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q4 2018 was Morgan Stanley, an estimated $10.1M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q4 2018 was LexAurum Advisors, an estimated $1.06M sold.
Based on aggregated 13F filings for Q4 2018.