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ProShares S&P 500 ex-Financials ETF

21 hedge funds and large institutions have $33.2M invested in ProShares S&P 500 ex-Financials ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

17% more funds holding

Funds holding: 1821 (+3)

15% less capital invested

Capital invested by funds: $38.9M → $33.2M (-$5.66M)

17.82% less ownership

Funds ownership: 65.15%47.33% (-18%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
1
SG Americas Securities
New York
$11.8M
LPL Financial
2
LPL Financial
California
$4.92M -$30.2K -411 -0.6%
Goldman Sachs
3
Goldman Sachs
New York
$4.69M -$499K -6,794 -10%
Barclays
4
Barclays
United Kingdom
$3.7M -$6.61M -90,000 -64%
IRC
5
Investors Research Corp
Georgia
$1.46M -$8.15K -111 -0.6%
Bank of America
6
Bank of America
North Carolina
$1.07M +$96.8K +1,319 +10%
FFO
7
Fortitude Family Office
Arizona
$858K
Osaic Holdings
8
Osaic Holdings
Arizona
$745K -$117K -1,594 -14%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$725K -$15.5K -211 -2%
MML Investors Services
10
MML Investors Services
Massachusetts
$691K +$39.4K +537 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$661K +$3.23K +44 +0.5%
MWM
12
Modera Wealth Management
New Jersey
$633K
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$439K +$436K +5,935 New
Raymond James Financial
14
Raymond James Financial
Florida
$352K
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$298K +$296K +4,031 New
SGFG
16
Silver Grove Financial Group
New York
$150K +$149K +2,030 New
UBS Group
17
UBS Group
Switzerland
$12.6K +$7.19K +98 +136%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$8.08K +$8K +109 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$796 +$807 +11 New
DFA
20
DHJJ Financial Advisors
Illinois
$592
Morgan Stanley
21
Morgan Stanley
New York
$99
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$401K -5,569 Closed

SPXN Hedge Fund Activity: Q4 2025 in Review

21 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Financials ETF (SPXN) for Q4 2025, worth a combined $33.2M — down 15% from $38.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SPXN positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $436K. The largest seller was Barclays, cutting an estimated $6.61M.

  • 21 institutional investors held ProShares S&P 500 ex-Financials ETF (SPXN) as of Q4 2025, up from 18 in Q3 2025.
  • Funds reported $33.2M of ProShares S&P 500 ex-Financials ETF stock for Q4 2025, down 15% quarter-over-quarter.
  • 5 funds opened new ProShares S&P 500 ex-Financials ETF positions in Q4 2025 and 1 closed out, a net change of +4 holders.
  • The largest ProShares S&P 500 ex-Financials ETF buyer in Q4 2025 was CAPTRUST Financial Advisors, an estimated $436K added.
  • The largest ProShares S&P 500 ex-Financials ETF seller in Q4 2025 was Barclays, an estimated $6.61M sold.

Based on aggregated 13F filings for Q4 2025.