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ProShares S&P 500 High Income ETF

85 hedge funds and large institutions have $510M invested in ProShares S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
47
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$119M +$9.64M +227,221 +9%
Raymond James Financial
2
Raymond James Financial
Florida
$70.4M +$13.4M +316,261 +24%
Bank of America
3
Bank of America
North Carolina
$46.7M -$25.2M -594,629 -35%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$42.6M +$4.62M +108,964 +12%
LPL Financial
5
LPL Financial
California
$42.3M +$1.89M +44,506 +5%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$36.6M +$4M +94,224 +12%
CIA
7
Capital Investment Advisors
Georgia
$31M +$2.81M +66,185 +10%
RIS
8
Richmond Investment Services
Wisconsin
$13.5M +$6.91M +162,911 +104%
HighTower Advisors
9
HighTower Advisors
Illinois
$9.71M +$9.71M +228,960 New
Wells Fargo
10
Wells Fargo
California
$9.02M +$9.02M +212,478 +10,623,900%
SPIA
11
Steward Partners Investment Advisory
New York
$8.76M -$5M -117,759 -36%
MA
12
MJP Associates
Connecticut
$7.82M +$1.48M +34,989 +23%
AO
13
Advisor OS
Illinois
$7.14M +$812K +19,130 +13%
HCM
14
Howard Capital Management
Georgia
$6.57M +$1.33M +31,386 +25%
PI
15
PFG Investments
New York
$5.71M +$471K +11,092 +9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.57M +$1.14M +26,823 +26%
PFG
17
Prosperity Financial Group
California
$5.03M +$201K +4,731 +4%
KWM
18
Kingsview Wealth Management
Oregon
$4.65M +$667K +15,724 +17%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.15M +$231K +5,440 +12%
BWP
20
Bernardo Wealth Planning
Pennsylvania
$1.85M +$1.51M +35,693 +446%
CSP
21
Cary Street Partners
Virginia
$1.85M -$44.6K -1,052 -2%
OMC
22
Old Mission Capital
Illinois
$1.69M +$902K +21,247 +114%
Creative Planning
23
Creative Planning
Kansas
$1.56M -$156K -3,666 -9%
WS
24
Wedbush Securities
California
$1.54M +$617K +14,528 +67%
PGWM
25
Pitti Group Wealth Management
New York
$1.36M +$86.1K +2,029 +7%