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ProShares S&P 500 ex-Energy ETF
SPXE

Overview Fund Activity

27 hedge funds and large institutions have $29.8M invested in ProShares S&P 500 ex-Energy ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
5
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIC
1
Sterling Investment Counsel
New York
$281K
2
SWP
2
Stratos Wealth Partners
Ohio
$230K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$474K
4
Bank of America
4
Bank of America
North Carolina
$182K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.41M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.09M
2
T
2
Tableaux
Massachusetts
$0
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$0
4
LPL Financial
4
LPL Financial
California
$1.67M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BP
1
BWM Planning
Texas
$8.37M 139,194 – –
Goldman Sachs
2
Goldman Sachs
New York
$7.09M 118,000 -14,000 -11%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.13M 52,091 +115 +0.2%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$2.41M 40,116 +230 +0.6%
LPL Financial
5
LPL Financial
California
$1.67M 27,815 -3,146 -10%
EH
6
Equitable Holdings
New York
$1.11M 18,528 – –
MG
7
Mather Group
Illinois
$613K 10,200 – –
CWMGO
8
Capstone Wealth Management Group (Oregon)
Oregon
$543K 9,026 – –
EWA
9
EP Wealth Advisors
California
$523K 8,697 +95 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$474K 7,889 +3,438 +77%
PAG
11
Private Advisor Group
New Jersey
$460K 7,650 – –
FWIA
12
Fort Washington Investment Advisors
Ohio
$436K 7,247 -23 -0.3%
KFC
13
Klingenstein Fields & Co
New York
$425K 7,070 – –
KAS
14
Kestra Advisory Services
Texas
$374K 6,228 – –
TFCP
15
Twin Focus Capital Partners
Massachusetts
$349K 5,800 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$345K 5,746 – –
ST
17
Sentinel Trust
Texas
$284K 4,722 – –
SIC
18
Sterling Investment Counsel
New York
$281K 4,674 +4,674 New
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$248K 3,849 – –
SWP
20
Stratos Wealth Partners
Ohio
$230K 3,818 +3,818 New
AP
21
Appleton Partners
Massachusetts
$220K 3,663 -117 -3%
Bank of America
22
Bank of America
North Carolina
$182K 3,032 +3,032 New
NWM
23
Nova Wealth Management
Florida
$21K 350 – –
GWSG
24
GPS Wealth Strategies Group
Colorado
$4.69K 78 – –
PIS
25
POM Investment Strategies
North Carolina
$1.8K 30 – –
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