ProShares S&P 500 ex-Energy ETF
SPXE
24 hedge funds and large institutions have $14.4M invested in ProShares S&P 500 ex-Energy ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 0 closing their positions.
9% more funds holding
Funds holding: 22 → 24 (+2)
14.96% less ownership
Funds ownership: 87.67% → 72.71% (-15%)
19% less capital invested
Capital invested by funds: $17.9M → $14.4M (-$3.47M)
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$203K |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$202K |
| 3 |
AP
Appleton Partners
Boston,
Massachusetts
|
+$201K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$26.8K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.17M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$340K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$242K |
| 4 |
EH
Equitable Holdings
New York
|
-$73.7K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$43.7K |
SPXE Hedge Fund Activity: Q1 2024 in Review
24 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Energy ETF (SPXE) for Q1 2024, worth a combined $14.4M — down 19% from $17.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SPXE positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $203K. The largest seller was JP Morgan Chase, cutting an estimated $1.17M.
- 24 institutional investors held ProShares S&P 500 ex-Energy ETF (SPXE) as of Q1 2024, up from 22 in Q4 2023.
- Funds reported $14.4M of ProShares S&P 500 ex-Energy ETF stock for Q1 2024, down 19% quarter-over-quarter.
- 2 funds opened new ProShares S&P 500 ex-Energy ETF positions in Q1 2024 and 0 closed out, a net change of +2 holders.
- The largest ProShares S&P 500 ex-Energy ETF buyer in Q1 2024 was LPL Financial, an estimated $203K added.
- The largest ProShares S&P 500 ex-Energy ETF seller in Q1 2024 was JP Morgan Chase, an estimated $1.17M sold.
Based on aggregated 13F filings for Q1 2024.