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ProShares S&P 500 High Income ETF
ISPY

118 hedge funds and large institutions have $736M invested in ProShares S&P 500 High Income ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 57 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

97% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 29

4% more funds holding

Funds holding: 113 → 118 (+5)

0% less capital invested

Capital invested by funds: $737M → $736M (-$1.72M)

0.78% less ownership

Funds ownership: 63.94% → 63.16% (-0.78%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
118
Holders Change
+5
Holders Change %
+4.42%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
14
Increased
57
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.7M
2
IWM
IHT Wealth Management
Illinois
+$5.78M
3
LPL Financial
LPL Financial
California
+$5.27M
4
CIA
Capital Investment Advisors
Georgia
+$3.62M
5
Raymond James Financial
Raymond James Financial
Florida
+$3.57M

Top Sellers

Rank Fund Capital Flow
1
RIS
Richmond Investment Services
Wisconsin
-$14M
2
Wells Fargo
Wells Fargo
California
-$1.86M
3
JSW
Journey Strategic Wealth
New Jersey
-$1.75M
4
RCM
Requisite Capital Management
Texas
-$809K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
26
Bernardo Wealth Planning
Pennsylvania
$2.32M -$21K -462 -0.9%
AWM
27
Accel Wealth Management
Iowa
$2.25M -$546K -12,032 -19%
IWC
28
Integrated Wealth Concepts
Massachusetts
$2.23M -$51.3K -1,132 -2%
PIWA
29
Prevail Innovative Wealth Advisors
Kansas
$2.16M +$2.26M +49,840 New
MA
30
Mutual Advisors
Nebraska
$1.99M +$873K +19,254 +72%
UBS Group
31
UBS Group
Switzerland
$1.85M +$222K +4,892 +13%
SWP
32
Strategic Wealth Partners
Ohio
$1.81M +$665K +14,661 +54%
PFO
33
PMG Family Office
Texas
$1.72M +$325K +7,169 +22%
SWMG
34
Stillwater Wealth Management Group
Florida
$1.64M +$346K +7,625 +25%
WS
35
Wedbush Securities
California
$1.62M +$39.3K +866 +2%
AI
36
Atria Investments
North Carolina
$1.57M +$377K +8,305 +30%
PGWM
37
Pitti Group Wealth Management
New York
$1.52M +$76.9K +1,695 +5%
Creative Planning
38
Creative Planning
Kansas
$1.46M – – –
CCM
39
Coldstream Capital Management
Washington
$1.45M +$382K +8,423 +34%
CPIG
40
Chicago Partners Investment Group
Illinois
$1.4M +$399K +8,801 +41%
KWM
41
Kingsview Wealth Management
Oregon
$1.3M -$79.1K -1,743 -5%
SG Americas Securities
42
SG Americas Securities
New York
$1.3M – – –
WCP
43
Wick Capital Partners
Pennsylvania
$1.23M +$116K +2,553 +10%
BWM
44
BKM Wealth Management
Wisconsin
$1.14M +$43K +947 +4%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.04M -$3.77K -83 -0.3%
HAG
46
HighPoint Advisor Group
Illinois
$1.03M -$78.6K -1,733 -7%
RIS
47
Richmond Investment Services
Wisconsin
$961K -$14M -308,297 -93%
PFPG
48
Pinnacle Financial Partners (Georgia)
Georgia
$948K +$236K +5,211 +31%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$942K +$907 +20 +0.1%
KAS
50
Kestra Advisory Services
Texas
$870K +$49.9K +1,100 +6%
1
2
3 4 5

ISPY Hedge Fund Activity: Q1 2026 in Review

118 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 High Income ETF (ISPY) for Q1 2026, worth a combined $736M — down 0.23% from $737M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ISPY positions and 7 closed out — a net gain of 7 holders — while 57 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.7M. The largest seller was Richmond Investment Services, cutting an estimated $14M.

  • 118 institutional investors held ProShares S&P 500 High Income ETF (ISPY) as of Q1 2026, up from 113 in Q4 2025.
  • Funds reported $736M of ProShares S&P 500 High Income ETF stock for Q1 2026, down 0.23% quarter-over-quarter.
  • 14 funds opened new ProShares S&P 500 High Income ETF positions in Q1 2026 and 7 closed out, a net change of +7 holders.
  • The largest ProShares S&P 500 High Income ETF buyer in Q1 2026 was Morgan Stanley, an estimated $17.7M added.
  • The largest ProShares S&P 500 High Income ETF seller in Q1 2026 was Richmond Investment Services, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2026.