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ProShares S&P 500 High Income ETF
ISPY

113 hedge funds and large institutions have $737M invested in ProShares S&P 500 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 19

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

20% more capital invested

Capital invested by funds: $616M → $737M (+$121M)

13% more funds holding

Funds holding: 100 → 113 (+13)

1.94% more ownership

Funds ownership: 62% → 63.94% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
113
Holders Change
+13
Holders Change %
+13%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
56
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$42.5M
2
Wells Fargo
Wells Fargo
California
+$13M
3
Raymond James Financial
Raymond James Financial
Florida
+$10.7M
4
SA
Sanctuary Advisors
Indiana
+$10.2M
5
LPL Financial
LPL Financial
California
+$9.19M

Top Sellers

Rank Fund Capital Flow
1
CSP
Cary Street Partners
Virginia
-$2M
2
KWM
Kingsview Wealth Management
Oregon
-$1.96M
3
CFG
Citizens Financial Group
Rhode Island
-$528K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$482K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$475K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$2.09M +$2.08M +45,771 New
JSW
27
Journey Strategic Wealth
New Jersey
$2M +$381K +8,380 +24%
SFG
28
SageGuard Financial Group
Tennessee
$1.76M +$1.76M +38,653 New
UBS Group
29
UBS Group
Switzerland
$1.72M +$1.01M +22,318 +145%
WS
30
Wedbush Securities
California
$1.67M +$52.8K +1,161 +3%
Creative Planning
31
Creative Planning
Kansas
$1.54M – – –
PGWM
32
Pitti Group Wealth Management
New York
$1.52M -$34.4K -756 -2%
PFO
33
PMG Family Office
Texas
$1.49M +$227 +5 +0%
KWM
34
Kingsview Wealth Management
Oregon
$1.45M -$1.96M -43,171 -58%
SWMG
35
Stillwater Wealth Management Group
Florida
$1.37M +$711K +15,655 +108%
SG Americas Securities
36
SG Americas Securities
New York
$1.37M – – –
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$1.34M +$184K +4,051 +16%
AI
38
Atria Investments
North Carolina
$1.27M +$1.26M +27,826 New
SWP
39
Strategic Wealth Partners
Ohio
$1.24M +$77.8K +1,711 +7%
MA
40
Mutual Advisors
Nebraska
$1.22M +$819K +18,015 +209%
WCP
41
Wick Capital Partners
Pennsylvania
$1.17M +$133K +2,936 +13%
HAG
42
HighPoint Advisor Group
Illinois
$1.16M +$1.16M +25,450 New
BWM
43
BKM Wealth Management
Wisconsin
$1.15M +$253K +5,559 +28%
CCM
44
Coldstream Capital Management
Washington
$1.14M +$101K +2,212 +10%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.1M +$13.4K +294 +1%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$990K -$482K -10,616 -33%
CPIG
47
Chicago Partners Investment Group
Illinois
$989K +$90.7K +1,996 +10%
ABWM
48
Alpine Bank Wealth Management
Colorado
$928K +$34.4K +758 +4%
KAS
49
Kestra Advisory Services
Texas
$865K -$155K -3,402 -15%
RCM
50
Requisite Capital Management
Texas
$809K +$8.77K +193 +1%
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ISPY Hedge Fund Activity: Q4 2025 in Review

113 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 High Income ETF (ISPY) for Q4 2025, worth a combined $737M — up 20% from $616M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ISPY positions and 11 closed out — a net gain of 14 holders — while 56 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $42.5M. The largest seller was Cary Street Partners, exiting entirely with an estimated $2M sold.

  • 113 institutional investors held ProShares S&P 500 High Income ETF (ISPY) as of Q4 2025, up from 100 in Q3 2025.
  • Funds reported $737M of ProShares S&P 500 High Income ETF stock for Q4 2025, up 20% quarter-over-quarter.
  • 25 funds opened new ProShares S&P 500 High Income ETF positions in Q4 2025 and 11 closed out, a net change of +14 holders.
  • The largest ProShares S&P 500 High Income ETF buyer in Q4 2025 was Morgan Stanley, an estimated $42.5M added.
  • The largest ProShares S&P 500 High Income ETF seller in Q4 2025 was Cary Street Partners, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2025.