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ProShares S&P 500 ex-Energy ETF

32 hedge funds and large institutions have $37.5M invested in ProShares S&P 500 ex-Energy ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

14% more funds holding

Funds holding: 2832 (+4)

5% more capital invested

Capital invested by funds: $35.8M → $37.5M (+$1.66M)

0.41% less ownership

Funds ownership: 50.17%49.75% (-0.41%)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% 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
8
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
BWM Planning
Texas
$10.3M
Goldman Sachs
2
Goldman Sachs
New York
$8.72M
JP Morgan Chase
3
JP Morgan Chase
New York
$3.86M +$11K +150 +0.3%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$3.03M +$16.8K +230 +0.6%
LPL Financial
5
LPL Financial
California
$2.05M +$105K +1,439 +5%
EH
6
Equitable Holdings
New York
$1.18M -$102K -1,400 -8%
Bank of America
7
Bank of America
North Carolina
$1.11M -$197K -2,693 -15%
MG
8
Mather Group
Illinois
$754K
PAG
9
Private Advisor Group
New Jersey
$724K
EWA
10
EP Wealth Advisors
California
$620K +$614K +8,391 New
CWMGO
11
Capstone Wealth Management Group (Oregon)
Oregon
$620K
FWIA
12
Fort Washington Investment Advisors
Ohio
$535K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$492K +$30.7K +420 +7%
KAS
14
Kestra Advisory Services
Texas
$463K +$585 +8 +0.1%
TFCP
15
Twin Focus Capital Partners
Massachusetts
$429K
ST
16
Sentinel Trust
Texas
$349K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$347K +$343K +4,694 New
SIC
18
Sterling Investment Counsel
New York
$324K -$7.83K -107 -2%
SWP
19
Stratos Wealth Partners
Ohio
$312K
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$261K +$45.2K +618 +21%
AP
21
Appleton Partners
Massachusetts
$245K
CWM
22
Centurion Wealth Management
Virginia
$224K +$659 +9 +0.3%
IFG
23
Independent Financial Group
California
$222K
Osaic Holdings
24
Osaic Holdings
Arizona
$166K -$207K -2,825 -56%
SAG
25
SageView Advisory Group
California
$125K +$124K +1,697 New

SPXE Hedge Fund Activity: Q4 2025 in Review

32 of the 8,256 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Energy ETF (SPXE) for Q4 2025, worth a combined $37.5M — up 4.6% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SPXE positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $343K. The largest seller was Osaic Holdings, cutting an estimated $207K.

  • 32 institutional investors held ProShares S&P 500 ex-Energy ETF (SPXE) as of Q4 2025, up from 28 in Q3 2025.
  • Funds reported $37.5M of ProShares S&P 500 ex-Energy ETF stock for Q4 2025, up 4.6% quarter-over-quarter.
  • 4 funds opened new ProShares S&P 500 ex-Energy ETF positions in Q4 2025 and 0 closed out, a net change of +4 holders.
  • The largest ProShares S&P 500 ex-Energy ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $343K added.
  • The largest ProShares S&P 500 ex-Energy ETF seller in Q4 2025 was Osaic Holdings, an estimated $207K sold.

Based on aggregated 13F filings for Q4 2025.