ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
211 hedge funds and large institutions have $1.02B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 55 reducing their positions, and 13 closing their positions.
115% more capital inflows, than outflows
Capital inflows: $111M | Capital outflows: $51.7M
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
62% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 55
2% more funds holding
Funds holding: 206 → 211 (+5)
0.27% more ownership
Funds ownership: 64.4% → 64.67% (+0.27%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Coldstream Capital Management
Bellevue,
Washington
|
+$8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.78M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.78M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.32M |
| 5 |
&Partners
Nashville,
Tennessee
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$14.9M |
| 2 |
Pinnacle Associates
New York
|
-$9.18M |
| 3 |
Connecticut Wealth Management
Farmington,
Connecticut
|
-$8.49M |
| 4 |
LMG Wealth Partners
Shreveport,
Louisiana
|
-$5.17M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.16M |
REGL Hedge Fund Activity: Q4 2024 in Review
211 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q4 2024, worth a combined $1.02B — down 0.75% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new REGL positions and 13 closed out — a net gain of 9 holders — while 89 added to existing stakes and 55 trimmed.
The largest buyer was Coldstream Capital Management, adding an estimated $8M. The largest seller was JP Morgan Chase, cutting an estimated $14.9M.
- 211 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q4 2024, up from 206 in Q3 2024.
- Funds reported $1.02B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q4 2024, down 0.75% quarter-over-quarter.
- 22 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q4 2024 and 13 closed out, a net change of +9 holders.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q4 2024 was Coldstream Capital Management, an estimated $8M added.
- The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q4 2024 was JP Morgan Chase, an estimated $14.9M sold.
Based on aggregated 13F filings for Q4 2024.