ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
121 hedge funds and large institutions have $451M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
39% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 38
23% more capital invested
Capital invested by funds: $368M → $451M (+$83.6M)
13% more funds holding
Funds holding: 107 → 121 (+14)
0.58% more ownership
Funds ownership: 53.75% → 54.33% (+0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.96M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.27M |
| 3 |
LB
Leo Brokerage
Hurst,
Texas
|
+$2.13M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.31M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.12M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.11M |
| 5 |
AWA
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
-$1.07M |
REGL Hedge Fund Activity: Q4 2020 in Review
121 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q4 2020, worth a combined $451M — up 23% from $368M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new REGL positions and 7 closed out — a net gain of 16 holders — while 53 added to existing stakes and 38 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.96M. The largest seller was UBS Group, cutting an estimated $2.3M.
- 121 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q4 2020, up from 107 in Q3 2020.
- Funds reported $451M of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q4 2020, up 23% quarter-over-quarter.
- 23 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q4 2020 and 7 closed out, a net change of +16 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q4 2020 was Morgan Stanley, an estimated $2.96M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q4 2020 was UBS Group, an estimated $2.3M sold.
Based on aggregated 13F filings for Q4 2020.