ProShares S&P MidCap 400 Dividend Aristocrats
REGL • BATS
ProShares S&P MidCap 400 Dividend Aristocrats is an exchange-traded fund on BATS. As of Q3 2025, 223 institutional investors hold shares in this ETF, with total holdings valued at $1.2B. MORGAN STANLEY is the largest holder with a position valued at $197.5M.
Overview
Overview of institutional ownership in REGL as of Q3 2025
All Institutions
- Institutions
- 223
- Value Held
- $1.2B
- Shares Held
- 14.5M
- Avg Position
- $5.5M
- Median Position
- $503.3K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $1.9M
- Shares Held
- 22.4K
- Avg Position
- $954.1K
- Median Position
- $954.1K
Biggest Investors
Institutions with the largest positions in REGL as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $197.5M 0.01% of portfolio |
 COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth | $192.5M 2.59% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $74.7M 0.07% of portfolio |
L LPL Financial LLC Institution | $63.4M 0.02% of portfolio |
B BENJAMIN EDWARDS INC Institution | $63.1M 0.72% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $57.6M 0.02% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $47.8M 0.03% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $45.6M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $39.6M 0.01% of portfolio |
 UBS Group AG Institution | $31.2M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for REGL in Q3 2025
- Traded
- −$9.2M
- Buyers
- 112
- Sellers
- 84
- Total Bought
- +$40.2M
- Total Sold
- −$49.4M
- Avg Position
- $5.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
UBS Group AG Institution | +$4.6M +53.7K shares |
 Live Oak Investment Partners RIA/Wealth | +$3.2M +47.9K shares |
 Visionary Wealth Advisors RIA/Wealth | +$3.1M +36.2K shares |
L LPL Financial LLC Institution | +$2.8M +33.2K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | +$2.2M +25.6K shares |
 Financial Services Advisory Inc RIA/Wealth | +$2.1M +24.7K shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | +$1.8M +21.6K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$1.8M +20.6K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$1.7M +19.9K shares |
 Modern Wealth Management, LLC RIA/Wealth | +$1.2M +13.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth | −$13.7M −160.0K shares |
WELLS FARGO & COMPANY/MN Institution | −$7.6M −89.6K shares |
MORGAN STANLEY RIA/Wealth | −$3.6M −42.1K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$3.5M −43.2K shares |
 Integrated Advisors Network LLC RIA/Wealth | −$3.3M −40.0K shares |
 CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager | −$2.6M −30.6K shares |
B BENJAMIN EDWARDS INC Institution | −$1.6M −18.3K shares |
 Baird Financial Group, Inc. Private Equity | −$1.5M −17.9K shares |
−$1.3M −14.9K shares | |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.2M −13.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited REGL in Q3 2025
- New Positions
- 7
- New Value
- $3.3M
- Exited Positions
- 13
- Exited Value
- $9.3M
New Positions
| Institution | Position Value |
|---|---|
Financial Services Advisory Inc RIA/Wealth | $2.1M 24.7K shares |
 Redhawk Wealth Advisors, Inc. RIA/Wealth | $502.0K 5.9K shares |
M Montis Financial, LLC RIA/Wealth | $321.7K 3.8K shares |
 Foresight Global Investors, Inc. RIA/Wealth | $292.7K 3.4K shares |
 Sontag Advisory, LLC RIA/Wealth | $55.5K 650.0 shares |
 WHITTIER TRUST CO OF NEVADA INC RIA/Wealth | $17.4K 203.0 shares |
R Root Financial Partners, LLC RIA/Wealth | $4.6K 54.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $3.5M 43.2K shares |
Integrated Advisors Network LLC RIA/Wealth | $3.3M 40.0K shares |
A ATRIA INVESTMENTS LLC Institution | $776.4K 9.5K shares |
S SWMG, LLC Institution | $642.2K 7.7K shares |
 Focus Financial Network, Inc. RIA/Wealth | $396.8K 4.9K shares |
 Dana Investment Advisors, Inc. Long Only Manager | $299.6K 3.7K shares |
V Virtu Financial LLC Institution | $209.0K 2.6K shares |
 Western Pacific Wealth Management, LP RIA/Wealth | $84.8K 1.0K shares |
B BRYN MAWR TRUST CO/PA Institution | $27.5K 337.0 shares |
 MorganRosel Wealth Management, LLC RIA/Wealth | $24.5K 300.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in REGL as of Q3 2025
- Call Positions
- 1
- Call Value
- $204.8K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $204.8K 24.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with REGL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Dogwood Wealth Management LLC RIA/Wealth | 2.87% $6.3M |
 Avant Capital LLC RIA/Wealth | 2.74% $3.9M |
COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth | 2.59% $192.5M |
2.56% $3.4M | |
 TOTH FINANCIAL ADVISORY CORP RIA/Wealth | 2.00% $18.5M |
Live Oak Investment Partners RIA/Wealth | 1.58% $3.2M |
 PMG Wealth Management, Inc. RIA/Wealth | 1.53% $2.0M |
 Northwest Financial Advisors RIA/Wealth | 1.09% $848.1K |
 L.M. KOHN & COMPANY RIA/Wealth | 1.07% $882.4K |
 Landmark Wealth Management, LLC RIA/Wealth | 1.05% $2.6M |
Hedge Fund Spotlight
Discover hedge funds investing in REGL
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in ProShares S&P MidCap 400 Dividend Aristocrats
- Market Value
- $267.9K
- Shares Held
- 3.1K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
