REGL icon

ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL

Overview Fund Activity

135 hedge funds and large institutions have $533M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
135
Holders Change
+14
Holders Change %
+11.57%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
69
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$33.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$111M
3
Ameriprise
3
Ameriprise
Minnesota
$29.1M
4
OMC
4
Old Mission Capital
Illinois
$2.27M
5
FHC
5
First Heartland Consultants
Missouri
$4.32M

Top Sellers

1
SRSA
1
S.R. Schill & Associates
Washington
$0
2
VWM
2
Venturi Wealth Management
Texas
$4.99M
3
Bank of America
3
Bank of America
North Carolina
$41.9M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
TI
5
tru Independence
Oregon
$789K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$111M 1,598,221 +115,822 +8%
Wells Fargo
2
Wells Fargo
California
$58.6M 841,169 -2,141 -0.3%
Bank of America
3
Bank of America
North Carolina
$41.9M 601,095 -27,175 -4%
UBS Group
4
UBS Group
Switzerland
$33.7M 483,939 +153,458 +46%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$31.3M 449,029 +6,402 +1%
Ameriprise
6
Ameriprise
Minnesota
$29.1M 418,491 +52,672 +14%
LPL Financial
7
LPL Financial
California
$20.8M 298,002 +6,530 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$16.9M 243,136 +9,991 +4%
RJA
9
Raymond James & Associates
Florida
$13.8M 198,574 +10,456 +6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$13.1M 187,954 +8,873 +5%
IMOV
11
Investment Management of Virginia
Virginia
$11.5M 164,601 +11,896 +8%
TFA
12
Toth Financial Advisory
Virginia
$10.4M 148,716 +7,718 +5%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$8.04M 115,427 -3,334 -3%
SWP
14
Summit Wealth Partners
Florida
$7.76M 111,360 +7,371 +7%
LWAC
15
Laurel Wealth Advisors (California)
California
$5.72M 82,011 +3,237 +4%
MFM
16
Mirsky Financial Management
New York
$5.64M 80,947 -687 -0.8%
NEGWA
17
New England Guild Wealth Advisors
Connecticut
$5.63M 80,774 +2,058 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.28M 75,779 +1,194 +2%
VWM
19
Venturi Wealth Management
Texas
$4.99M 71,649 -35,117 -33%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.88M 69,996 +857 +1%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.78M 68,583 -1,163 -2%
FHC
22
First Heartland Consultants
Missouri
$4.32M 61,952 +29,950 +94%
Truist Financial
23
Truist Financial
North Carolina
$4.28M 61,402 -5 -0%
Stifel Financial
24
Stifel Financial
Missouri
$4.05M 58,157 +9,173 +19%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$3.88M 55,723 +3,701 +7%
1
2 3 4 5