ProShares S&P 500 ex-Energy ETF
SPXE
22 hedge funds and large institutions have $17.9M invested in ProShares S&P 500 ex-Energy ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
21% more capital invested
Capital invested by funds: $14.8M → $17.9M (+$3.06M)
10% more funds holding
Funds holding: 20 → 22 (+2)
2.07% more ownership
Funds ownership: 41.77% → 43.83% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$699K |
| 2 |
JP Morgan Chase
New York
|
+$608K |
| 3 |
LPL Financial
San Diego,
California
|
+$473K |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$257K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$277K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$214K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$200K |
| 4 |
Goldman Sachs
New York
|
-$93.3K |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
-$9.52K |
SPXE Hedge Fund Activity: Q4 2023 in Review
22 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Energy ETF (SPXE) for Q4 2023, worth a combined $17.9M — up 21% from $14.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPXE positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $699K. The largest seller was Bank of America, cutting an estimated $277K.
- 22 institutional investors held ProShares S&P 500 ex-Energy ETF (SPXE) as of Q4 2023, up from 20 in Q3 2023.
- Funds reported $17.9M of ProShares S&P 500 ex-Energy ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 5 funds opened new ProShares S&P 500 ex-Energy ETF positions in Q4 2023 and 2 closed out, a net change of +3 holders.
- The largest ProShares S&P 500 ex-Energy ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $699K added.
- The largest ProShares S&P 500 ex-Energy ETF seller in Q4 2023 was Bank of America, an estimated $277K sold.
Based on aggregated 13F filings for Q4 2023.