ProShares S&P 500 ex-Health Care ETF
SPXV
5 hedge funds and large institutions have $4.81M invested in ProShares S&P 500 ex-Health Care ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
94% more capital invested
Capital invested by funds: $2.48M → $4.81M (+$2.33M)
70.39% more ownership
Funds ownership: 90.77% → 161.17% (+70%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
17% less funds holding
Funds holding: 6 → 5 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.65M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$814K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$379K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$134K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$624 |
| 4 |
Wells Fargo
San Francisco,
California
|
-$83 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $1.71M | +$1.65M | +40,000 | New |
|
2
Goldman Sachs
New York
| $1.16M | – | – | – |
|
|
3
Creative Planning
Overland Park,
Kansas
| $840K | +$814K | +19,680 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $624K | +$105K | +2,546 | +21% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $482K | -$134K | -3,230 | -22% |
|
|
6
Wells Fargo
San Francisco,
California
| $1 | -$83 | -2 | Closed |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$379K | -9,702 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$624 | -16 | Closed |
|
SPXV Hedge Fund Activity: Q1 2023 in Review
5 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Health Care ETF (SPXV) for Q1 2023, worth a combined $4.81M — up 94% from $2.48M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SPXV and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $1.65M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $379K sold.
- 5 institutional investors held ProShares S&P 500 ex-Health Care ETF (SPXV) as of Q1 2023, down from 6 in Q4 2022.
- Funds reported $4.81M of ProShares S&P 500 ex-Health Care ETF stock for Q1 2023, up 94% quarter-over-quarter.
- 2 funds opened new ProShares S&P 500 ex-Health Care ETF positions in Q1 2023 and 3 closed out, a net change of -1 holder.
- The largest ProShares S&P 500 ex-Health Care ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $1.65M added.
- The largest ProShares S&P 500 ex-Health Care ETF seller in Q1 2023 was Susquehanna International Group, an estimated $379K sold.
Based on aggregated 13F filings for Q1 2023.