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

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.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$748K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.76M
3
LPL Financial
3
LPL Financial
California
$1.09M
4
EWA
4
EP Wealth Advisors
California
$275K
5
KAS
5
Kestra Advisory Services
Texas
$246K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$387K
2
Citadel Advisors
2
Citadel Advisors
Florida
$415K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$7.13M
5
MG
5
Mather Group
Illinois
$519K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$7.13M 70,060 -980 -1%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.76M 36,949 +6,386 +21%
LPL Financial
3
LPL Financial
California
$1.09M 10,736 +4,974 +86%
EH
4
Equitable Holdings
New York
$1.01M 9,954 – –
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$748K 7,345 +7,345 New
MG
6
Mather Group
Illinois
$519K 5,100 -100 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$415K 4,072 -2,250 -36%
PAG
8
Private Advisor Group
New Jersey
$389K 3,825 – –
Bank of America
9
Bank of America
North Carolina
$387K 3,802 -2,911 -43%
FWIA
10
Fort Washington Investment Advisors
Ohio
$370K 3,635 – –
KFC
11
Klingenstein Fields & Co
New York
$356K 3,500 – –
TFCP
12
Twin Focus Capital Partners
Massachusetts
$295K 2,900 – –
EWA
13
EP Wealth Advisors
California
$275K 2,703 +2,703 New
KAS
14
Kestra Advisory Services
Texas
$246K 2,415 +2,415 New
ST
15
Sentinel Trust
Texas
$240K 2,361 – –
SIC
16
Sterling Investment Counsel
New York
$214K 2,104 +2,104 New
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$204K 2,000 +2,000 New
SWM
18
Spire Wealth Management
Virginia
$99K 955 +4 +0.4%
Osaic Holdings
19
Osaic Holdings
Arizona
$70.3K 690 +153 +28%
VF
20
VitalStone Financial
Texas
$23K 225 – –
DFA
21
DHJJ Financial Advisors
Illinois
$408 4 – –
Wells Fargo
22
Wells Fargo
California
$167 2 +1 +100%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
– – -2,202 Closed
AF
24
Advisornet Financial
Minnesota
– – -4 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –