ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
148 hedge funds and large institutions have $586M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 11 closing their positions.
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
61% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 36
9% more capital invested
Capital invested by funds: $539M → $586M (+$47.4M)
8% more funds holding
Funds holding: 137 → 148 (+11)
0.27% more ownership
Funds ownership: 54.69% → 54.96% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$4.52M |
| 2 |
Morgan Stanley
New York
|
+$2.76M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.98M |
| 4 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$1.04M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$732K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.42M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$3.84M |
| 3 |
LSA
L & S Advisors
Los Angeles,
California
|
-$2.64M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.76M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$919K |
REGL Hedge Fund Activity: Q4 2021 in Review
148 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q4 2021, worth a combined $586M — up 8.8% from $539M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new REGL positions and 11 closed out — a net gain of 14 holders — while 58 added to existing stakes and 36 trimmed.
The largest buyer was Laurel Wealth Advisors (California), opening a new position worth an estimated $4.52M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.42M.
- 148 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q4 2021, up from 137 in Q3 2021.
- Funds reported $586M of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q4 2021, up 8.8% quarter-over-quarter.
- 25 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q4 2021 and 11 closed out, a net change of +14 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q4 2021 was Laurel Wealth Advisors (California), an estimated $4.52M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $4.42M sold.
Based on aggregated 13F filings for Q4 2021.