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ProShares S&P 500 ex-Health Care ETF

23 hedge funds and large institutions have $20.9M invested in ProShares S&P 500 ex-Health Care ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

23% more capital invested

Capital invested by funds: $17M → $20.9M (+$3.86M)

15% more funds holding

Funds holding: 2023 (+3)

0.22% less ownership

Funds ownership: 64.46%64.24% (-0.22%)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
1
Closed
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
$5.42M
Barclays
2
Barclays
United Kingdom
$4.07M
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$2.71M
Creative Planning
4
Creative Planning
Kansas
$1.86M
Bank of America
5
Bank of America
North Carolina
$938K +$766K +12,323 +815%
Goldman Sachs
6
Goldman Sachs
New York
$884K
MG
7
Mather Group
Illinois
$866K
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$769K +$4.78K +77 +0.7%
T
9
TrueFG
Texas
$709K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$594K +$545K +8,768 New
JP Morgan Chase
11
JP Morgan Chase
New York
$562K
ATIA
12
American Trust Investment Advisors
New Hampshire
$451K
WWM
13
Western Wealth Management
Colorado
$349K +$11.4K +183 +4%
LPL Financial
14
LPL Financial
California
$333K +$15.7K +253 +5%
AWS
15
Atria Wealth Solutions
New York
$216K +$198K +3,183 New
CTC
16
Central Trust Company
Missouri
$42K
UBS Group
17
UBS Group
Switzerland
$35.4K -$10.6K -171 -25%
SPIA
18
Steward Partners Investment Advisory
New York
$30.5K
RIL
19
Rothschild Investment LLC
Illinois
$27.1K
AWM
20
Abound Wealth Management
Tennessee
$11.2K
LWMI
21
Legacy Wealth Management (Idaho)
Idaho
$7.46K
LIS
22
Legacy Investment Solutions
Idaho
$7.46K +$6.83K +110 New
Morgan Stanley
23
Morgan Stanley
New York
$184

SPXV Hedge Fund Activity: Q2 2025 in Review

23 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Health Care ETF (SPXV) for Q2 2025, worth a combined $20.9M — up 23% from $17M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SPXV positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, adding an estimated $766K. The largest seller was UBS Group, cutting an estimated $10.6K.

  • 23 institutional investors held ProShares S&P 500 ex-Health Care ETF (SPXV) as of Q2 2025, up from 20 in Q1 2025.
  • Funds reported $20.9M of ProShares S&P 500 ex-Health Care ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 3 funds opened new ProShares S&P 500 ex-Health Care ETF positions in Q2 2025 and 0 closed out, a net change of +3 holders.
  • The largest ProShares S&P 500 ex-Health Care ETF buyer in Q2 2025 was Bank of America, an estimated $766K added.
  • The largest ProShares S&P 500 ex-Health Care ETF seller in Q2 2025 was UBS Group, an estimated $10.6K sold.

Based on aggregated 13F filings for Q2 2025.