ProShares S&P 500 ex-Energy ETF
SPXE
34 hedge funds and large institutions have $34.7M invested in ProShares S&P 500 ex-Energy ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
6% more funds holding
Funds holding: 32 → 34 (+2)
1.18% less ownership
Funds ownership: 49.75% → 48.57% (-1.2%)
7% less capital invested
Capital invested by funds: $37.5M → $34.7M (-$2.76M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$281K |
| 2 |
LPL Financial
San Diego,
California
|
+$250K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$17.2K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$3.73K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$751K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$97.6K |
| 3 |
EH
Equitable Holdings
New York
|
-$64K |
| 4 |
AP
Appleton Partners
Boston,
Massachusetts
|
-$15K |
| 5 |
JP Morgan Chase
New York
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NWM
26
Nova Wealth Management
Bonita Springs,
Florida
| $24.3K | – | – | – |
|
|
27
UBS Group
Zurich,
Switzerland
| $14.2K | +$1.9K | +26 | +15% |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $3.54K | +$3.73K | +51 | New |
|
|
PIS
29
POM Investment Strategies
Raleigh,
North Carolina
| $2.81K | +$732 | +10 | +33% |
|
|
DFA
30
DHJJ Financial Advisors
Naperville,
Illinois
| $556 | – | – | – |
|
|
VAI
31
Vanguard Advisers Inc
Malvern,
Pennsylvania
| $278 | +$293 | +4 | New |
|
32
Simplex Trading
Chicago,
Illinois
| $277 | +$293 | +4 | New |
|
33
Morgan Stanley
New York
| $134 | – | – | – |
|
34
Wells Fargo
San Francisco,
California
| $84 | – | – | – |
|
SPXE Hedge Fund Activity: Q1 2026 in Review
34 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Energy ETF (SPXE) for Q1 2026, worth a combined $34.7M — down 7.4% from $37.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPXE positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $281K. The largest seller was Bank of America, cutting an estimated $751K.
- 34 institutional investors held ProShares S&P 500 ex-Energy ETF (SPXE) as of Q1 2026, up from 32 in Q4 2025.
- Funds reported $34.7M of ProShares S&P 500 ex-Energy ETF stock for Q1 2026, down 7.4% quarter-over-quarter.
- 4 funds opened new ProShares S&P 500 ex-Energy ETF positions in Q1 2026 and 0 closed out, a net change of +4 holders.
- The largest ProShares S&P 500 ex-Energy ETF buyer in Q1 2026 was Citadel Advisors, an estimated $281K added.
- The largest ProShares S&P 500 ex-Energy ETF seller in Q1 2026 was Bank of America, an estimated $751K sold.
Based on aggregated 13F filings for Q1 2026.