ProShares S&P 500 ex-Energy ETF
SPXE
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.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
48% more capital invested
Capital invested by funds: $9.8M → $14.5M (+$4.74M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
21.3% more ownership
Funds ownership: 71.3% → 92.61% (+21%)
13% more funds holding
Funds holding: 15 → 17 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$3.39M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$324K |
| 3 |
ST
Sentinel Trust
Houston,
Texas
|
+$200K |
| 4 |
Morgan Stanley
New York
|
+$197K |
| 5 |
Goldman Sachs
New York
|
+$61.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$184K |
| 2 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$166K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.8K |
| 4 |
KFC
Klingenstein Fields & Co
New York
|
-$2.12K |
| 5 |
LPL Financial
San Diego,
California
|
-$1.1K |
SPXE Hedge Fund Activity: Q1 2023 in Review
17 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Energy ETF (SPXE) for Q1 2023, worth a combined $14.5M — up 48% from $9.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPXE positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $3.39M. The largest seller was UBS Group, exiting entirely with an estimated $184K sold.
- 17 institutional investors held ProShares S&P 500 ex-Energy ETF (SPXE) as of Q1 2023, up from 15 in Q4 2022.
- Funds reported $14.5M of ProShares S&P 500 ex-Energy ETF stock for Q1 2023, up 48% quarter-over-quarter.
- 5 funds opened new ProShares S&P 500 ex-Energy ETF positions in Q1 2023 and 3 closed out, a net change of +2 holders.
- The largest ProShares S&P 500 ex-Energy ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $3.39M added.
- The largest ProShares S&P 500 ex-Energy ETF seller in Q1 2023 was UBS Group, an estimated $184K sold.
Based on aggregated 13F filings for Q1 2023.