ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
195 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 85 increasing their positions, 34 reducing their positions, and 7 closing their positions.
600% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 7
150% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 34
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
70% more capital invested
Capital invested by funds: $602M → $1.03B (+$424M)
27% more funds holding
Funds holding: 154 → 195 (+41)
10.39% more ownership
Funds ownership: 54.48% → 64.88% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$50.2M |
| 2 |
Morgan Stanley
New York
|
+$28.9M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$25.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$17.8M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$53.6M |
| 2 |
Jane Street
New York
|
-$3.12M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$2.89M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.43M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.92M |
REGL Hedge Fund Activity: Q4 2022 in Review
195 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q4 2022, worth a combined $1.03B — up 70% from $602M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new REGL positions and 7 closed out — a net gain of 42 holders — while 85 added to existing stakes and 34 trimmed.
The largest buyer was Parcion Private Wealth, opening a new position worth an estimated $50.2M. The largest seller was CFS Investment Advisory Services, cutting an estimated $53.6M.
- 195 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q4 2022, up from 154 in Q3 2022.
- Funds reported $1.03B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q4 2022, up 70% quarter-over-quarter.
- 49 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q4 2022 and 7 closed out, a net change of +42 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q4 2022 was Parcion Private Wealth, an estimated $50.2M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $53.6M sold.
Based on aggregated 13F filings for Q4 2022.