ProShares S&P 500 ex-Energy ETF
SPXE
20 hedge funds and large institutions have $16.4M invested in ProShares S&P 500 ex-Energy ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
18% more funds holding
Funds holding: 17 → 20 (+3)
13% more capital invested
Capital invested by funds: $14.5M → $16.4M (+$1.84M)
6.37% less ownership
Funds ownership: 92.61% → 86.24% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$446K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$269K |
| 3 |
SIC
Sterling Investment Counsel
Buffalo,
New York
|
+$191K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$184K |
| 5 |
LPL Financial
San Diego,
California
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$386K |
| 2 |
Morgan Stanley
New York
|
-$203K |
| 3 |
Goldman Sachs
New York
|
-$123K |
| 4 |
KFC
Klingenstein Fields & Co
New York
|
-$13.4K |
| 5 |
VF
VitalStone Financial
Shavano Park,
Texas
|
-$7.34K |
SPXE Hedge Fund Activity: Q2 2023 in Review
20 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Energy ETF (SPXE) for Q2 2023, worth a combined $16.4M — up 13% from $14.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPXE positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $446K. The largest seller was JP Morgan Chase, cutting an estimated $386K.
- 20 institutional investors held ProShares S&P 500 ex-Energy ETF (SPXE) as of Q2 2023, up from 17 in Q1 2023.
- Funds reported $16.4M of ProShares S&P 500 ex-Energy ETF stock for Q2 2023, up 13% quarter-over-quarter.
- 4 funds opened new ProShares S&P 500 ex-Energy ETF positions in Q2 2023 and 1 closed out, a net change of +3 holders.
- The largest ProShares S&P 500 ex-Energy ETF buyer in Q2 2023 was Bank of America, an estimated $446K added.
- The largest ProShares S&P 500 ex-Energy ETF seller in Q2 2023 was JP Morgan Chase, an estimated $386K sold.
Based on aggregated 13F filings for Q2 2023.