ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
REGL
197 hedge funds and large institutions have $1.17B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 80 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
19% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 80
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Holders
197
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
1 | +$187M | |
2 | +$14.4M | |
3 | +$3.22M | |
4 |
AWS
Atria Wealth Solutions
New York
|
+$2.36M |
5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.17M |
Top Sellers
1 | -$28.9M | |
2 | -$7.31M | |
3 | -$6.03M | |
4 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
-$5.87M |
5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.79M |