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ProShares S&P 500 ex-Energy ETF
SPXE

Overview Fund Activity

29 hedge funds and large institutions have $33.8M invested in ProShares S&P 500 ex-Energy ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.06M
2
Citadel Advisors
Citadel Advisors
Florida
$623K
3
CWM
Centurion Wealth Management
Virginia
$201K
4
T
Tableaux
Massachusetts
$163K
5
Pathstone Holdings
Pathstone Holdings
New Jersey
$2.73M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$102K
2
SIC
Sterling Investment Counsel
New York
$0
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
4
LPL Financial
LPL Financial
California
$1.71M
5
EH
Equitable Holdings
New York
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
1
BWM Planning
Texas
$9.31M – – –
Goldman Sachs
2
Goldman Sachs
New York
$7.9M +$6.29K +94 +0.1%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.48M -$67 -1 -0%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$2.73M +$44.9K +671 +2%
LPL Financial
5
LPL Financial
California
$1.71M -$152K -2,270 -8%
EH
6
Equitable Holdings
New York
$1.17M -$73.6K -1,100 -6%
Bank of America
7
Bank of America
North Carolina
$1.06M +$857K +12,816 +423%
MG
8
Mather Group
Illinois
$682K – – –
Citadel Advisors
9
Citadel Advisors
Florida
$623K +$623K +9,319 New
CWMGO
10
Capstone Wealth Management Group (Oregon)
Oregon
$561K -$42.5K -635 -7%
EWA
11
EP Wealth Advisors
California
$558K -$23.4K -350 -4%
PAG
12
Private Advisor Group
New Jersey
$512K – – –
FWIA
13
Fort Washington Investment Advisors
Ohio
$485K – – –
KFC
14
Klingenstein Fields & Co
New York
$473K – – –
KAS
15
Kestra Advisory Services
Texas
$417K +$803 +12 +0.2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$407K +$22.4K +334 +6%
TFCP
17
Twin Focus Capital Partners
Massachusetts
$388K – – –
ST
18
Sentinel Trust
Texas
$316K – – –
SWP
19
Stratos Wealth Partners
Ohio
$282K +$26.9K +402 +11%
AP
20
Appleton Partners
Massachusetts
$242K -$2.81K -42 -1%
CWM
21
Centurion Wealth Management
Virginia
$201K +$201K +3,007 New
T
22
Tableaux
Massachusetts
$163K +$163K +164,000 New
Osaic Holdings
23
Osaic Holdings
Arizona
$102K -$397K -6,279 -80%
NWM
24
Nova Wealth Management
Florida
$23.4K – – –
GWSG
25
GPS Wealth Strategies Group
Colorado
$5.22K – – –
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