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ProShares S&P 500 ex-Financials ETF
SPXN

17 hedge funds and large institutions have $40.1M invested in ProShares S&P 500 ex-Financials ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

13% more funds holding

Funds holding: 15 → 17 (+2)

6% more capital invested

Capital invested by funds: $37.9M → $40.1M (+$2.29M)

2.79% more ownership

Funds ownership: 64.35% → 67.14% (+2.8%)

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFO
Fortitude Family Office
Arizona
+$734K
2
MWM
Modera Wealth Management
New Jersey
+$542K
3
Osaic Holdings
Osaic Holdings
Arizona
+$388K
4
Goldman Sachs
Goldman Sachs
New York
+$315K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$160K

Top Sellers

Rank Fund Capital Flow
1
SAF
Smith Anglin Financial
Texas
-$133K
2
EWA
EP Wealth Advisors
California
-$17.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
1
SG Americas Securities
New York
$11.3M – – –
Barclays
2
Barclays
United Kingdom
$8.81M – – –
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$6.29M – – –
Goldman Sachs
4
Goldman Sachs
New York
$4.27M +$315K +4,984 +8%
LPL Financial
5
LPL Financial
California
$2.55M +$17.1K +270 +0.7%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.18M +$388K +6,131 +49%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.17M +$12.6K +199 +1%
IRC
8
Investors Research Corp
Georgia
$973K +$47.3K +748 +5%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$903K +$160K +2,521 +21%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$755K +$27.3K +432 +4%
FFO
11
Fortitude Family Office
Arizona
$730K +$734K +11,600 New
MWM
12
Modera Wealth Management
New Jersey
$539K +$542K +8,556 New
SAF
13
Smith Anglin Financial
Texas
$364K -$133K -2,098 -27%
EWA
14
EP Wealth Advisors
California
$151K -$17.1K -270 -10%
Bank of America
15
Bank of America
North Carolina
$126K +$123K +1,942 +3,531%
UBS Group
16
UBS Group
Switzerland
$5.41K +$5.44K +86 New
DFA
17
DHJJ Financial Advisors
Illinois
$504 – – –

SPXN Hedge Fund Activity: Q4 2024 in Review

17 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Financials ETF (SPXN) for Q4 2024, worth a combined $40.1M — up 6% from $37.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SPXN positions and 0 closed out — a net gain of 3 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Fortitude Family Office, opening a new position worth an estimated $734K. The largest seller was Smith Anglin Financial, cutting an estimated $133K.

  • 17 institutional investors held ProShares S&P 500 ex-Financials ETF (SPXN) as of Q4 2024, up from 15 in Q3 2024.
  • Funds reported $40.1M of ProShares S&P 500 ex-Financials ETF stock for Q4 2024, up 6% quarter-over-quarter.
  • 3 funds opened new ProShares S&P 500 ex-Financials ETF positions in Q4 2024 and 0 closed out, a net change of +3 holders.
  • The largest ProShares S&P 500 ex-Financials ETF buyer in Q4 2024 was Fortitude Family Office, an estimated $734K added.
  • The largest ProShares S&P 500 ex-Financials ETF seller in Q4 2024 was Smith Anglin Financial, an estimated $133K sold.

Based on aggregated 13F filings for Q4 2024.