ProShares S&P 500 ex-Health Care ETF
SPXV
16 hedge funds and large institutions have $16.5M invested in ProShares S&P 500 ex-Health Care ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
23% more funds holding
Funds holding: 13 → 16 (+3)
11% more capital invested
Capital invested by funds: $14.9M → $16.5M (+$1.62M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
70.21% less ownership
Funds ownership: 147.01% → 76.8% (-70%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATIA
American Trust Investment Advisors
Lebanon,
New Hampshire
|
+$382K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$36.3K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$12.3K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$949 |
| 5 |
Morgan Stanley
New York
|
+$56 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$110K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$44.7K |
| 3 |
T
TrueFG
Cedar Park,
Texas
|
-$6.42K |
SPXV Hedge Fund Activity: Q2 2024 in Review
16 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Health Care ETF (SPXV) for Q2 2024, worth a combined $16.5M — up 11% from $14.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPXV positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was American Trust Investment Advisors, opening a new position worth an estimated $382K. The largest seller was Susquehanna International Group, cutting an estimated $110K.
- 16 institutional investors held ProShares S&P 500 ex-Health Care ETF (SPXV) as of Q2 2024, up from 13 in Q1 2024.
- Funds reported $16.5M of ProShares S&P 500 ex-Health Care ETF stock for Q2 2024, up 11% quarter-over-quarter.
- 4 funds opened new ProShares S&P 500 ex-Health Care ETF positions in Q2 2024 and 1 closed out, a net change of +3 holders.
- The largest ProShares S&P 500 ex-Health Care ETF buyer in Q2 2024 was American Trust Investment Advisors, an estimated $382K added.
- The largest ProShares S&P 500 ex-Health Care ETF seller in Q2 2024 was Susquehanna International Group, an estimated $110K sold.
Based on aggregated 13F filings for Q2 2024.