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ProShares S&P 500 ex-Energy ETF
SPXE

Overview Fund Activity

28 hedge funds and large institutions have $32M invested in ProShares S&P 500 ex-Energy ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
6
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$2.52M
2
CWMGO
2
Capstone Wealth Management Group (Oregon)
Oregon
$571K
3
LPL Financial
3
LPL Financial
California
$1.96M
4
T
4
Tableaux
Massachusetts
$292K
5
KAS
5
Kestra Advisory Services
Texas
$394K

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.29M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.35M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SIC
4
Sterling Investment Counsel
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BP
1
BWM Planning
Texas
$8.81M 139,194 – –
Goldman Sachs
2
Goldman Sachs
New York
$8.35M 132,000 -8,000 -6%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.29M 51,976 -14,440 -22%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$2.52M 39,886 +39,886 New
LPL Financial
5
LPL Financial
California
$1.96M 30,961 +5,476 +21%
EH
6
Equitable Holdings
New York
$1.17M 18,528 – –
MG
7
Mather Group
Illinois
$645K 10,200 – –
CWMGO
8
Capstone Wealth Management Group (Oregon)
Oregon
$571K 9,026 +9,026 New
EWA
9
EP Wealth Advisors
California
$544K 8,602 – –
PAG
10
Private Advisor Group
New Jersey
$484K 7,650 – –
FWIA
11
Fort Washington Investment Advisors
Ohio
$460K 7,270 – –
KFC
12
Klingenstein Fields & Co
New York
$447K 7,070 – –
KAS
13
Kestra Advisory Services
Texas
$394K 6,228 +1,573 +34%
TFCP
14
Twin Focus Capital Partners
Massachusetts
$367K 5,800 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$364K 5,746 – –
ST
16
Sentinel Trust
Texas
$299K 4,722 – –
T
17
Tableaux
Massachusetts
$292K 4,611 +4,611 New
Osaic Holdings
18
Osaic Holdings
Arizona
$282K 4,451 +1,506 +51%
FLPIM
19
F.L. Putnam Investment Management
Massachusetts
$253K 4,000 – –
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$248K 3,849 +11 +0.3%
AP
21
Appleton Partners
Massachusetts
$239K 3,780 +20 +0.5%
NWM
22
Nova Wealth Management
Florida
$22.1K 350 +350 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$15.8K 249 +249 New
GWSG
24
GPS Wealth Strategies Group
Colorado
$4.93K 78 +78 New
PIS
25
POM Investment Strategies
North Carolina
$1.9K 30 +30 New
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