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ProShares S&P 500 ex-Energy ETF
SPXE

Overview Fund Trends Analyst Outlook Journalist POV

27 hedge funds and large institutions have $29.8M invested in ProShares S&P 500 ex-Energy ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
27
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$281K
2
+$230K
3
+$207K
4
Bank of America
Bank of America
North Carolina
+$182K
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$13.8K

Top Sellers

1
-$842K
2
-$292K
3
-$253K
4
LPL Financial
LPL Financial
California
-$189K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$15.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.71K
DFA
27
DHJJ Financial Advisors
Illinois
$481
Wells Fargo
28
Wells Fargo
California
$21
T
29
Tableaux
Massachusetts
–
FLPIM
30
F.L. Putnam Investment Management
Massachusetts
–
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
–
1
2