ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
216 hedge funds and large institutions have $1.04B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 74 reducing their positions, and 10 closing their positions.
190% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 10
9% more funds holding
Funds holding: 198 → 216 (+18)
4% more capital invested
Capital invested by funds: $996M → $1.04B (+$42.8M)
3% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 74
0.39% more ownership
Funds ownership: 64% → 64.39% (+0.39%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$11M |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$5.92M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$5.04M |
| 4 |
UAG
United Advisor Group
Cincinnati,
Ohio
|
+$2.22M |
| 5 |
Goldman Sachs
New York
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$30.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$12.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.88M |
| 4 |
PA
Pinnacle Associates
New York
|
-$6.72M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.58M |
REGL Hedge Fund Activity: Q1 2024 in Review
216 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q1 2024, worth a combined $1.04B — up 4.3% from $996M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new REGL positions and 10 closed out — a net gain of 19 holders — while 76 added to existing stakes and 74 trimmed.
The largest buyer was Integrated Advisors Network, adding an estimated $11M. The largest seller was Parcion Private Wealth, cutting an estimated $30.2M.
- 216 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q1 2024, up from 198 in Q4 2023.
- Funds reported $1.04B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q1 2024, up 4.3% quarter-over-quarter.
- 29 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q1 2024 and 10 closed out, a net change of +19 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q1 2024 was Integrated Advisors Network, an estimated $11M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q1 2024 was Parcion Private Wealth, an estimated $30.2M sold.
Based on aggregated 13F filings for Q1 2024.