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ProShares S&P MidCap 400 Dividend Aristocrats ETF

229 hedge funds and large institutions have $1.2B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 93 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

29% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 72

16% more capital invested

Capital invested by funds: $1.03B → $1.2B (+$166M)

7% more funds holding

Funds holding: 215229 (+14)

1.91% more ownership

Funds ownership: 65.3%67.21% (+1.9%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
229
Holders Change
+14
Holders Change %
+6.51%
% of All Funds
3.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
93
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Coldstream Capital Management
Washington
$197M -$7.14M -89,576 -4%
Morgan Stanley
2
Morgan Stanley
New York
$192M +$8.74M +109,559 +5%
Stifel Financial
3
Stifel Financial
Missouri
$72M +$64.8M +812,833 +1,163%
BEI
4
Benjamin Edwards Inc
Missouri
$61.8M +$57.2M +716,621 +1,754%
LPL Financial
5
LPL Financial
California
$57.9M +$2.08M +26,138 +4%
Raymond James Financial
6
Raymond James Financial
Florida
$54.1M +$1.2M +14,985 +2%
Wells Fargo
7
Wells Fargo
California
$45.2M -$9.59M -120,274 -18%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$44.1M +$115K +1,444 +0.3%
Bank of America
9
Bank of America
North Carolina
$43.9M +$966K +12,108 +2%
UBS Group
10
UBS Group
Switzerland
$25.4M -$5.64M -70,777 -18%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$25M +$307K +3,847 +1%
CIM
12
Confluence Investment Management
Missouri
$24.5M +$23.9M +300,181 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.5M -$1.44M -18,003 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$21.1M -$2.46M -30,822 -11%
P
15
&Partners
Tennessee
$20.8M +$6.06M +75,932 +42%
TFA
16
Toth Financial Advisory
Virginia
$17M +$93.2K +1,169 +0.6%
Ameriprise
17
Ameriprise
Minnesota
$16.3M +$3.62M +45,417 +30%
Osaic Holdings
18
Osaic Holdings
Arizona
$10.2M -$147K -1,845 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$9.78M +$3.58M +44,838 +60%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$7.62M +$568K +7,120 +8%
FWP
21
FAS Wealth Partners
Kansas
$7.06M +$257K +3,225 +4%
SOS
22
Silver Oak Securities
Tennessee
$6.9M +$2.29M +28,656 +51%
SMC
23
Smith, Moore & Co
Missouri
$6.47M +$113K +1,416 +2%
CWM
24
Connecticut Wealth Management
Connecticut
$6.23M -$127K -1,596 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$6.19M +$80.7K +1,012 +1%

REGL Hedge Fund Activity: Q2 2025 in Review

229 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q2 2025, worth a combined $1.2B — up 16% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new REGL positions and 14 closed out — a net gain of 15 holders — while 93 added to existing stakes and 72 trimmed.

The largest buyer was Stifel Financial, adding an estimated $64.8M. The largest seller was Wells Fargo, cutting an estimated $9.59M.

  • 229 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q2 2025, up from 215 in Q1 2025.
  • Funds reported $1.2B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q2 2025, up 16% quarter-over-quarter.
  • 29 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q2 2025 and 14 closed out, a net change of +15 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q2 2025 was Stifel Financial, an estimated $64.8M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q2 2025 was Wells Fargo, an estimated $9.59M sold.

Based on aggregated 13F filings for Q2 2025.