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

26 hedge funds and large institutions have $19.5M invested in ProShares S&P 500 ex-Energy ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
20
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.19M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.04M
3
LPL Financial
3
LPL Financial
California
$1.5M
4
EH
4
Equitable Holdings
New York
$1.08M
5
EWA
5
EP Wealth Advisors
California
$503K

Top Sellers

1
SWM
1
Spire Wealth Management
Virginia
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$244K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$8.19M 140,000 +70,000 +100%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.04M 51,976 +25,988 +100%
LPL Financial
3
LPL Financial
California
$1.5M 25,670 +13,034 +103%
EH
4
Equitable Holdings
New York
$1.08M 18,528 +9,264 +100%
MG
5
Mather Group
Illinois
$573K 5,100 – –
Citadel Advisors
6
Citadel Advisors
Florida
$566K 9,675 +6,012 +164%
EWA
7
EP Wealth Advisors
California
$503K 8,594 +6,056 +239%
PAG
8
Private Advisor Group
New Jersey
$447K 7,650 +3,825 +100%
FWIA
9
Fort Washington Investment Advisors
Ohio
$425K 7,270 +3,635 +100%
KFC
10
Klingenstein Fields & Co
New York
$413K 7,070 +3,570 +102%
TFCP
11
Twin Focus Capital Partners
Massachusetts
$339K 5,800 +2,900 +100%
BFG
12
Berger Financial Group
Minnesota
$338K 5,780 +5,780 New
ST
13
Sentinel Trust
Texas
$276K 4,722 +2,361 +100%
KAS
14
Kestra Advisory Services
Texas
$271K 4,640 +2,320 +100%
SIC
15
Sterling Investment Counsel
New York
$258K 4,415 +2,275 +106%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$244K 4,167 -913 -18%
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$234K 4,000 +2,000 +100%
AP
18
Appleton Partners
Massachusetts
$220K 3,760 +1,880 +100%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$211K 3,613 +1,721 +91%
Osaic Holdings
20
Osaic Holdings
Arizona
$172K 2,935 +2,122 +261%
NRC
21
New Republic Capital
North Carolina
$126K 2,152 +2,152 New
Bank of America
22
Bank of America
North Carolina
$41.8K 714 +90 +14%
VF
23
VitalStone Financial
Texas
$26.3K 450 +225 +100%
DFA
24
DHJJ Financial Advisors
Illinois
$468 8 +4 +100%
Morgan Stanley
25
Morgan Stanley
New York
$84 1 +1 New
1
2