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ProShares S&P 500 High Income ETF
ISPY

82 hedge funds and large institutions have $486M invested in ProShares S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 14

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

46% more capital invested

Capital invested by funds: $332M → $486M (+$154M)

11% more funds holding

Funds holding: 74 → 82 (+8)

1.66% less ownership

Funds ownership: 67.48% → 65.82% (-1.7%)

Holders
82
Holders Change
+8
Holders Change %
+10.81%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
19
Increased
43
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$90.5M
2
Bank of America
Bank of America
North Carolina
+$36.6M
3
CIA
Capital Investment Advisors
Georgia
+$17.5M
4
Raymond James Financial
Raymond James Financial
Florida
+$10.2M
5
LPL Financial
LPL Financial
California
+$7.32M

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$14.9M
2
Goldman Sachs
Goldman Sachs
New York
-$3.1M
3
Barclays
Barclays
United Kingdom
-$2.66M
4
SW
SteelPeak Wealth
California
-$575K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$452K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
76
Sound Income Strategies
Florida
$26K +$9.11K +206 +50%
WIM
77
Westside Investment Management
California
$18.1K +$5.13K +116 +37%
MSFP
78
Mark Sheptoff Financial Planning
Connecticut
$13.8K +$14.5K +329 New
TFA
79
Toth Financial Advisory
Virginia
$2.49K – – –
POIA
80
Pin Oak Investment Advisors
Texas
$1K – – –
Wells Fargo
81
Wells Fargo
California
$81 +$44 +1 +100%
AWM
82
Atticus Wealth Management
Florida
$43 -$10.7K -241 -100%
Goldman Sachs
83
Goldman Sachs
New York
– -$3.1M -70,000 Closed
Barclays
84
Barclays
United Kingdom
– -$2.66M -60,000 Closed
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
– -$452K -10,197 Closed
IAA
86
Independent Advisor Alliance
North Carolina
– -$278K -6,267 Closed
AWM
87
AE Wealth Management
Kansas
– -$270K -6,091 Closed
EH
88
Equitable Holdings
New York
– -$206K -4,650 Closed
GTAM
89
Global Trust Asset Management
Florida
– -$48.7K -1,100 Closed
AFG
90
Albion Financial Group
Utah
– -$3.1K -70 Closed
1 2 3
4

ISPY Hedge Fund Activity: Q1 2025 in Review

82 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 High Income ETF (ISPY) for Q1 2025, worth a combined $486M — up 46% from $332M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ISPY positions and 8 closed out — a net gain of 11 holders — while 43 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $90.5M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $14.9M.

  • 82 institutional investors held ProShares S&P 500 High Income ETF (ISPY) as of Q1 2025, up from 74 in Q4 2024.
  • Funds reported $486M of ProShares S&P 500 High Income ETF stock for Q1 2025, up 46% quarter-over-quarter.
  • 19 funds opened new ProShares S&P 500 High Income ETF positions in Q1 2025 and 8 closed out, a net change of +11 holders.
  • The largest ProShares S&P 500 High Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $90.5M added.
  • The largest ProShares S&P 500 High Income ETF seller in Q1 2025 was Hennion & Walsh Asset Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q1 2025.