ProShares S&P 500 ex-Energy ETF
SPXE
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.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
2.55% less ownership
Funds ownership: 51.14% → 48.58% (-2.6%)
4% less funds holding
Funds holding: 28 → 27 (-1)
7% less capital invested
Capital invested by funds: $32M → $29.8M (-$2.23M)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Sterling Investment Counsel
Buffalo,
New York
|
+$296K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$242K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$218K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$192K |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
+$14.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$887K |
| 2 |
T
Tableaux
Stockbridge,
Massachusetts
|
-$292K |
| 3 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$253K |
| 4 |
LPL Financial
San Diego,
California
|
-$199K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$15.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $1.71K | +$1.71K | +27 | +2,700% |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $481 | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $21 | -$127 | -2 | Closed |
|
|
T
29
Tableaux
Stockbridge,
Massachusetts
| – | -$292K | -4,611 | Closed |
|
|
FLPIM
30
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| – | -$253K | -4,000 | Closed |
|
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$15.8K | -249 | Closed |
|
SPXE Hedge Fund Activity: Q1 2025 in Review
27 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Energy ETF (SPXE) for Q1 2025, worth a combined $29.8M — down 7% from $32M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SPXE and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.
The largest buyer was Sterling Investment Counsel, opening a new position worth an estimated $296K. The largest seller was Goldman Sachs, cutting an estimated $887K.
- 27 institutional investors held ProShares S&P 500 ex-Energy ETF (SPXE) as of Q1 2025, down from 28 in Q4 2024.
- Funds reported $29.8M of ProShares S&P 500 ex-Energy ETF stock for Q1 2025, down 7% quarter-over-quarter.
- 3 funds opened new ProShares S&P 500 ex-Energy ETF positions in Q1 2025 and 4 closed out, a net change of -1 holder.
- The largest ProShares S&P 500 ex-Energy ETF buyer in Q1 2025 was Sterling Investment Counsel, an estimated $296K added.
- The largest ProShares S&P 500 ex-Energy ETF seller in Q1 2025 was Goldman Sachs, an estimated $887K sold.
Based on aggregated 13F filings for Q1 2025.