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

17 hedge funds and large institutions have $14.5M invested in ProShares S&P 500 ex-Energy ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.49M
2
PAG
2
Private Advisor Group
New Jersey
$333K
3
ST
3
Sentinel Trust
Texas
$206K
4
Morgan Stanley
4
Morgan Stanley
New York
$203K
5
Goldman Sachs
5
Goldman Sachs
New York
$6.22M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$0
2
BAAM
2
Baker Avenue Asset Management
California
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15.1K
4
KFC
4
Klingenstein Fields & Co
New York
$318K
5
LPL Financial
5
LPL Financial
California
$269K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$6.22M 71,369 +724 +1%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.49M 40,000 +40,000 New
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$1.5M 17,221 +53 +0.3%
EH
4
Equitable Holdings
New York
$868K 9,954 – –
Citadel Advisors
5
Citadel Advisors
Florida
$458K 5,257 +340 +7%
PAG
6
Private Advisor Group
New Jersey
$333K 3,825 +3,825 New
KFC
7
Klingenstein Fields & Co
New York
$318K 3,650 -25 -0.7%
FWIA
8
Fort Washington Investment Advisors
Ohio
$302K 3,459 -12 -0.3%
LPL Financial
9
LPL Financial
California
$269K 3,085 -13 -0.4%
TFCP
10
Twin Focus Capital Partners
Massachusetts
$253K 2,900 – –
ST
11
Sentinel Trust
Texas
$206K 2,361 +2,361 New
Morgan Stanley
12
Morgan Stanley
New York
$203K 2,325 +2,325 New
SWM
13
Spire Wealth Management
Virginia
$67.3K 773 +300 +63%
VF
14
VitalStone Financial
Texas
$31K 307 +82 +36%
Osaic Holdings
15
Osaic Holdings
Arizona
$15.1K 172 -151 -47%
TAM
16
Tucker Asset Management
Colorado
$2.7K 31 – –
Bank of America
17
Bank of America
North Carolina
$87 1 +1 New
Wells Fargo
18
Wells Fargo
California
– – -1 Closed
UBS Group
19
UBS Group
Switzerland
– – -2,278 Closed
BAAM
20
Baker Avenue Asset Management
California
– – -2,059 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –