REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

Overview Fund Activity

106 hedge funds and large institutions have $292M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 26 closing their positions.

Holders
106
Holders Change
-9
Holders Change %
-7.83%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
42
Reduced
35
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$64.1M
2
UBS Group
2
UBS Group
Switzerland
$20.6M
3
CI
3
CX Institutional
Indiana
$4.98M
4
NEGWA
4
New England Guild Wealth Advisors
Connecticut
$2.12M
5
Ameriprise
5
Ameriprise
Minnesota
$4.43M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.3M
3
Bank of America
3
Bank of America
North Carolina
$30M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.08M
5
WWM
5
WT Wealth Management
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$64.1M 1,423,859 +148,338 +12%
Wells Fargo
2
Wells Fargo
California
$44.5M 989,097 +25,070 +3%
Bank of America
3
Bank of America
North Carolina
$30M 666,800 -119,894 -15%
UBS Group
4
UBS Group
Switzerland
$20.6M 457,704 +121,241 +36%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.9M 331,930 -9,290 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$14.3M 317,408 -164,403 -34%
LPL Financial
7
LPL Financial
California
$12.4M 276,103 -4,151 -1%
RJA
8
Raymond James & Associates
Florida
$7.19M 159,714 -29,608 -16%
GVAG
9
Great Valley Advisor Group
Delaware
$6.82M 151,441 +29,653 +24%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$6M 133,141 +18,708 +16%
CI
11
CX Institutional
Indiana
$4.98M 110,601 +110,601 New
TFA
12
Toth Financial Advisory
Virginia
$4.92M 109,350 -5,085 -4%
SWP
13
Summit Wealth Partners
Florida
$4.88M 108,435 +959 +0.9%
Ameriprise
14
Ameriprise
Minnesota
$4.43M 98,368 +34,386 +54%
FAAS
15
First Allied Advisory Services
California
$2.87M 63,635 +8,050 +14%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.5M 55,458 +55,458 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.39M 53,148 -3,149 -6%
NEGWA
18
New England Guild Wealth Advisors
Connecticut
$2.12M 47,075 +47,075 New
AWA
19
Acorn Wealth Advisors
Michigan
$2.02M 45,367 -5,230 -10%
JCM
20
Jacobi Capital Management
Pennsylvania
$1.7M 37,720 +1,625 +5%
Stifel Financial
21
Stifel Financial
Missouri
$1.63M 36,262 +8,786 +32%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.63M 36,147 +6,164 +21%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.54M 34,283 +28,729 +517%
PAG
24
Private Advisor Group
New Jersey
$1.5M 33,191 -5,064 -13%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.4M 30,986 +67 +0.2%
1
2 3 4 5