ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
151 hedge funds and large institutions have $595M invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 53 reducing their positions, and 8 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
4% more funds holding
Funds holding: 145 → 151 (+6)
6% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 53
0.7% more ownership
Funds ownership: 55.39% → 56.09% (+0.7%)
2% less capital invested
Capital invested by funds: $610M → $595M (-$14.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$17.6M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$8.41M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.23M |
| 4 |
Morgan Stanley
New York
|
+$3.27M |
| 5 |
Jane Street
New York
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$4.24M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.34M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.97M |
| 4 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$1.72M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.33M |
REGL Hedge Fund Activity: Q2 2022 in Review
151 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q2 2022, worth a combined $595M — down 2.4% from $610M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new REGL positions and 8 closed out — a net gain of 8 holders — while 56 added to existing stakes and 53 trimmed.
The largest buyer was Coldstream Capital Management, opening a new position worth an estimated $17.6M. The largest seller was Cetera Advisor Networks, cutting an estimated $4.24M.
- 151 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q2 2022, up from 145 in Q1 2022.
- Funds reported $595M of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q2 2022, down 2.4% quarter-over-quarter.
- 16 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q2 2022 and 8 closed out, a net change of +8 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q2 2022 was Coldstream Capital Management, an estimated $17.6M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q2 2022 was Cetera Advisor Networks, an estimated $4.24M sold.
Based on aggregated 13F filings for Q2 2022.