ProShares S&P 500 ex-Energy ETF
SPXE
28 hedge funds and large institutions have $35.8M invested in ProShares S&P 500 ex-Energy ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more capital invested
Capital invested by funds: $33.9M → $35.8M (+$1.96M)
0% more funds holding
Funds holding: 28 → 28 (0)
0.48% less ownership
Funds ownership: 50.65% → 50.17% (-0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Sterling Investment Counsel
Buffalo,
New York
|
+$312K |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
+$208K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$200K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$149K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$623K |
| 2 |
KFC
Klingenstein Fields & Co
New York
|
-$473K |
| 3 |
AP
Appleton Partners
Boston,
Massachusetts
|
-$20.8K |
| 4 |
Goldman Sachs
New York
|
-$6.52K |
| 5 |
Morgan Stanley
New York
|
-$2.29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFA
26
DHJJ Financial Advisors
Naperville,
Illinois
| $578 | – | – | – |
|
|
27
Morgan Stanley
New York
| $88 | -$2.29K | -33 | -97% |
|
28
Wells Fargo
San Francisco,
California
| $80 | – | – | – |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$623K | -9,319 | Closed |
|
|
KFC
30
Klingenstein Fields & Co
New York
| – | -$473K | -7,070 | Closed |
|
SPXE Hedge Fund Activity: Q3 2025 in Review
28 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Energy ETF (SPXE) for Q3 2025, worth a combined $35.8M — up 5.8% from $33.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPXE positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Sterling Investment Counsel, opening a new position worth an estimated $312K. The largest seller was Citadel Advisors, exiting entirely with an estimated $623K sold.
- 28 institutional investors held ProShares S&P 500 ex-Energy ETF (SPXE) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $35.8M of ProShares S&P 500 ex-Energy ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
- 3 funds opened new ProShares S&P 500 ex-Energy ETF positions in Q3 2025 and 2 closed out, a net change of +1 holder.
- The largest ProShares S&P 500 ex-Energy ETF buyer in Q3 2025 was Sterling Investment Counsel, an estimated $312K added.
- The largest ProShares S&P 500 ex-Energy ETF seller in Q3 2025 was Citadel Advisors, an estimated $623K sold.
Based on aggregated 13F filings for Q3 2025.