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ProShares S&P MidCap 400 Dividend Aristocrats ETF

240 hedge funds and large institutions have $1.14B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2026 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

13% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 79

5% more capital invested

Capital invested by funds: $1.08B → $1.14B (+$57M)

0.24% more ownership

Funds ownership: 64.94%65.17% (+0.24%)

0% more funds holding

Funds holding: 240240 (0)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
240
Holders Change
Holders Change %
0%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
89
Reduced
79
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$203M -$10.1M -113,073 -5%
CCM
2
Coldstream Capital Management
Washington
$177M -$7.81M -87,383 -4%
Raymond James Financial
3
Raymond James Financial
Florida
$59.7M -$5.33M -59,628 -8%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$57.9M +$2.62M +29,288 +5%
LPL Financial
5
LPL Financial
California
$57.5M -$1.11M -12,475 -2%
Bank of America
6
Bank of America
North Carolina
$46.4M -$3.33M -37,255 -7%
Wells Fargo
7
Wells Fargo
California
$35.8M -$323K -3,620 -0.9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$27.8M -$1.38M -15,494 -5%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$27.6M -$108K -1,211 -0.4%
UBS Group
10
UBS Group
Switzerland
$24.3M -$598K -6,692 -2%
MWM
11
Modern Wealth Management
Kansas
$23.8M +$13.6M +152,297 +142%
P
12
&Partners
Tennessee
$23.3M +$874K +9,784 +4%
TFA
13
Toth Financial Advisory
Virginia
$21.4M +$444K +4,971 +2%
Ameriprise
14
Ameriprise
Minnesota
$21.2M +$324K +3,625 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$17.3M -$91K -1,019 -0.5%
FWP
16
FAS Wealth Partners
Kansas
$12.5M +$2.91M +32,545 +31%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$12.3M -$246K -2,755 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$11.6M +$1.48M +16,534 +15%
BLWM
19
Bucket List Wealth Management
Florida
$10M +$3M +33,564 +44%
DWM
20
Dogwood Wealth Management
Kansas
$9.82M +$978K +10,943 +11%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$8.27M +$252K +2,819 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.37M +$249K +2,787 +4%
SMC
23
Smith, Moore & Co
Missouri
$7.33M -$173K -1,932 -2%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$6.67M +$6.61K +74 +0.1%
Stifel Financial
25
Stifel Financial
Missouri
$6.42M -$5.09M -57,016 -45%

REGL Hedge Fund Activity: Q2 2026 in Review

240 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) for Q2 2026, worth a combined $1.14B — up 5.3% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new REGL positions and 17 closed out — a net gain of 5 holders — while 89 added to existing stakes and 79 trimmed.

The largest buyer was Modern Wealth Management, adding an estimated $13.6M. The largest seller was Morgan Stanley, cutting an estimated $10.1M.

  • 240 institutional investors held ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $1.14B of ProShares S&P MidCap 400 Dividend Aristocrats ETF stock for Q2 2026, up 5.3% quarter-over-quarter.
  • 22 funds opened new ProShares S&P MidCap 400 Dividend Aristocrats ETF positions in Q2 2026 and 17 closed out, a net change of +5 holders.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF buyer in Q2 2026 was Modern Wealth Management, an estimated $13.6M added.
  • The largest ProShares S&P MidCap 400 Dividend Aristocrats ETF seller in Q2 2026 was Morgan Stanley, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2026.