ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
203 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 94 increasing their positions, 52 reducing their positions, and 12 closing their positions.
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
81% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 52
4% more funds holding
Funds holding: 195 → 203 (+8)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
1% less capital invested
Capital invested by funds: $1.03B → $1.02B (-$6.2M)
1.29% less ownership
Funds ownership: 64.88% → 63.58% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$14.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.23M |
| 3 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$8.55M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.92M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$5.29M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.23M |
| 4 |
EH
Equitable Holdings
New York
|
-$1.18M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$716K |
REGL Hedge Fund Activity: Q1 2023 in Review
203 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q1 2023, worth a combined $1.02B — down 0.6% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new REGL positions and 12 closed out — a net gain of 14 holders — while 94 added to existing stakes and 52 trimmed.
The largest buyer was Coldstream Capital Management, adding an estimated $14.1M. The largest seller was Ameriprise, cutting an estimated $5.92M.
- 203 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q1 2023, up from 195 in Q4 2022.
- Funds reported $1.02B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q1 2023, down 0.6% quarter-over-quarter.
- 26 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q1 2023 and 12 closed out, a net change of +14 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q1 2023 was Coldstream Capital Management, an estimated $14.1M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q1 2023 was Ameriprise, an estimated $5.92M sold.
Based on aggregated 13F filings for Q1 2023.