ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
115 hedge funds and large institutions have $413M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 23 reducing their positions, and 12 closing their positions.
143% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 23
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
13% more capital invested
Capital invested by funds: $366M → $413M (+$46.4M)
12% more funds holding
Funds holding: 103 → 115 (+12)
0.84% more ownership
Funds ownership: 51.57% → 52.41% (+0.84%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.94M |
| 2 |
Morgan Stanley
New York
|
+$3.75M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.36M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.29M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FF
Fluent Financial
Dallas,
Texas
|
-$5.22M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.11M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.57M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.14M |
| 5 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
-$694K |
REGL Hedge Fund Activity: Q4 2019 in Review
115 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q4 2019, worth a combined $413M — up 13% from $366M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new REGL positions and 12 closed out — a net gain of 14 holders — while 56 added to existing stakes and 23 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.94M. The largest seller was Fluent Financial, exiting entirely with an estimated $5.22M sold.
- 115 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q4 2019, up from 103 in Q3 2019.
- Funds reported $413M of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 26 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q4 2019 and 12 closed out, a net change of +14 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $4.94M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q4 2019 was Fluent Financial, an estimated $5.22M sold.
Based on aggregated 13F filings for Q4 2019.