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ProShares S&P 500 ex-Energy ETF
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Overview Fund Activity

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.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
5
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIC
1
Sterling Investment Counsel
New York
$281K
2
SWP
2
Stratos Wealth Partners
Ohio
$230K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$474K
4
Bank of America
4
Bank of America
North Carolina
$182K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.41M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.09M
2
T
2
Tableaux
Massachusetts
$0
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$0
4
LPL Financial
4
LPL Financial
California
$1.67M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.71K 28 +27 +2,700%
DFA
27
DHJJ Financial Advisors
Illinois
$481 8 – –
Wells Fargo
28
Wells Fargo
California
– – -2 Closed
T
29
Tableaux
Massachusetts
– – -4,611 Closed
FLPIM
30
F.L. Putnam Investment Management
Massachusetts
– – -4,000 Closed
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
– – -249 Closed
CFGS
32
Concourse Financial Group Securities
Alabama
– – – –
1
2