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

25 hedge funds and large institutions have $29.5M invested in ProShares S&P 500 ex-Energy ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
2
Increased
8
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BP
1
BWM Planning
Texas
$8.61M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.11M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$355K
4
MG
4
Mather Group
Illinois
$631K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$237K

Top Sellers

1
BFG
1
Berger Financial Group
Minnesota
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$351K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
NRC
4
New Republic Capital
North Carolina
$0
5
LPL Financial
5
LPL Financial
California
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$8.66M 140,000 – –
BP
2
BWM Planning
Texas
$8.61M 139,194 +139,194 New
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.11M 66,416 +14,440 +28%
LPL Financial
4
LPL Financial
California
$1.58M 25,485 -185 -0.7%
EH
5
Equitable Holdings
New York
$1.15M 18,528 – –
MG
6
Mather Group
Illinois
$631K 10,200 +5,100 +100%
EWA
7
EP Wealth Advisors
California
$532K 8,602 +8 +0.1%
PAG
8
Private Advisor Group
New Jersey
$473K 7,650 – –
FWIA
9
Fort Washington Investment Advisors
Ohio
$450K 7,270 – –
KFC
10
Klingenstein Fields & Co
New York
$437K 7,070 – –
TFCP
11
Twin Focus Capital Partners
Massachusetts
$359K 5,800 – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$355K 5,746 +5,746 New
Citadel Advisors
13
Citadel Advisors
Florida
$351K 5,674 -4,001 -41%
ST
14
Sentinel Trust
Texas
$292K 4,722 – –
KAS
15
Kestra Advisory Services
Texas
$288K 4,655 +15 +0.3%
SIC
16
Sterling Investment Counsel
New York
$281K 4,547 +132 +3%
FLPIM
17
F.L. Putnam Investment Management
Massachusetts
$247K 4,000 – –
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$237K 3,838 +225 +6%
AP
19
Appleton Partners
Massachusetts
$233K 3,760 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$182K 2,945 +10 +0.3%
Bank of America
21
Bank of America
North Carolina
$42.7K 690 -24 -3%
VF
22
VitalStone Financial
Texas
$27.8K 450 – –
DFA
23
DHJJ Financial Advisors
Illinois
$495 8 – –
Morgan Stanley
24
Morgan Stanley
New York
$150 2 +1 +100%
Wells Fargo
25
Wells Fargo
California
$38 1 – –
1
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