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ProShares S&P 500 ex-Health Care ETF

20 hedge funds and large institutions have $18.7M invested in ProShares S&P 500 ex-Health Care ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.76% less ownership

Funds ownership: 64.24%55.47% (-8.8%)

10% less capital invested

Capital invested by funds: $20.9M → $18.7M (-$2.17M)

13% less funds holding

Funds holding: 2320 (-3)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
6
Closed
2
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
$5.87M
Barclays
2
Barclays
United Kingdom
$4.4M
Creative Planning
3
Creative Planning
Kansas
$2.02M
Goldman Sachs
4
Goldman Sachs
New York
$945K -$11.6K -164 -1%
MG
5
Mather Group
Illinois
$938K
FDCDDQ
6
Federation des caisses Desjardins du Quebec
Quebec, Canada
$838K +$4.94K +70 +0.6%
LPL Financial
7
LPL Financial
California
$728K +$353K +5,009 +102%
T
8
TrueFG
Texas
$725K -$41K -582 -6%
JP Morgan Chase
9
JP Morgan Chase
New York
$608K
Bank of America
10
Bank of America
North Carolina
$476K -$518K -7,351 -53%
ATIA
11
American Trust Investment Advisors
New Hampshire
$455K -$31.7K -450 -7%
WWM
12
Western Wealth Management
Colorado
$378K
CAM
13
Cozad Asset Management
Illinois
$203K +$195K +2,770 New
CTC
14
Central Trust Company
Missouri
$45.5K
SPIA
15
Steward Partners Investment Advisory
New York
$33K
RIL
16
Rothschild Investment LLC
Illinois
$29.3K
AWM
17
Abound Wealth Management
Tennessee
$12.2K
UBS Group
18
UBS Group
Switzerland
$9.17K -$28.1K -398 -76%
LWMI
19
Legacy Wealth Management (Idaho)
Idaho
$8.07K
Morgan Stanley
20
Morgan Stanley
New York
$97 -$71 -1 -50%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
-$2.71M -40,000 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$594K -8,768 Closed

SPXV Hedge Fund Activity: Q3 2025 in Review

20 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Health Care ETF (SPXV) for Q3 2025, worth a combined $18.7M — down 10% from $20.9M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SPXV and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 2 added.

The largest buyer was LPL Financial, adding an estimated $353K. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $2.71M sold.

  • 20 institutional investors held ProShares S&P 500 ex-Health Care ETF (SPXV) as of Q3 2025, down from 23 in Q2 2025.
  • Funds reported $18.7M of ProShares S&P 500 ex-Health Care ETF stock for Q3 2025, down 10% quarter-over-quarter.
  • 1 fund opened new ProShares S&P 500 ex-Health Care ETF positions in Q3 2025 and 2 closed out, a net change of -1 holder.
  • The largest ProShares S&P 500 ex-Health Care ETF buyer in Q3 2025 was LPL Financial, an estimated $353K added.
  • The largest ProShares S&P 500 ex-Health Care ETF seller in Q3 2025 was BNP Paribas Financial Markets, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2025.