We are live on ! Find out more
SPXV icon

ProShares S&P 500 ex-Health Care ETF

26 hedge funds and large institutions have $21.2M invested in ProShares S&P 500 ex-Health Care ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more funds holding

Funds holding: 2026 (+6)

13% more capital invested

Capital invested by funds: $18.7M → $21.2M (+$2.49M)

3.8% more ownership

Funds ownership: 55.47%59.27% (+3.8%)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
6
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
$5.97M
Barclays
2
Barclays
United Kingdom
$4.47M
Creative Planning
3
Creative Planning
Kansas
$2.05M -$4.44K -60 -0.2%
T
4
TrueFG
Texas
$999K +$260K +3,508 +35%
Goldman Sachs
5
Goldman Sachs
New York
$960K -$1.11K -15 -0.1%
LPL Financial
6
LPL Financial
California
$959K +$217K +2,936 +30%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$855K +$4.96K +67 +0.6%
MG
8
Mather Group
Illinois
$689K -$262K -3,546 -28%
TI
9
Tidal Investments
Wisconsin
$661K +$656K +8,860 New
JP Morgan Chase
10
JP Morgan Chase
New York
$618K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$599K +$594K +8,033 New
FWM
12
Forteris Wealth Management
New York
$451K +$447K +6,044 New
ATIA
13
American Trust Investment Advisors
New Hampshire
$450K -$12.4K -168 -3%
WWM
14
Western Wealth Management
Colorado
$384K
BlackRock
15
BlackRock
New York
$379K +$376K +5,083 New
Bank of America
16
Bank of America
North Carolina
$248K -$234K -3,162 -49%
CAM
17
Cozad Asset Management
Illinois
$207K
KAS
18
Kestra Advisory Services
Texas
$134K +$133K +1,801 New
CTC
19
Central Trust Company
Missouri
$46.2K
SPIA
20
Steward Partners Investment Advisory
New York
$33.6K
RIL
21
Rothschild Investment LLC
Illinois
$29.8K
AWM
22
Abound Wealth Management
Tennessee
$12.4K
LWMI
23
Legacy Wealth Management (Idaho)
Idaho
$8.2K
UBS Group
24
UBS Group
Switzerland
$1.04K -$8.21K -111 -89%
Morgan Stanley
25
Morgan Stanley
New York
$118

SPXV Hedge Fund Activity: Q4 2025 in Review

26 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Health Care ETF (SPXV) for Q4 2025, worth a combined $21.2M — up 13% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPXV positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was Tidal Investments, opening a new position worth an estimated $656K. The largest seller was Mather Group, cutting an estimated $262K.

  • 26 institutional investors held ProShares S&P 500 ex-Health Care ETF (SPXV) as of Q4 2025, up from 20 in Q3 2025.
  • Funds reported $21.2M of ProShares S&P 500 ex-Health Care ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 6 funds opened new ProShares S&P 500 ex-Health Care ETF positions in Q4 2025 and 0 closed out, a net change of +6 holders.
  • The largest ProShares S&P 500 ex-Health Care ETF buyer in Q4 2025 was Tidal Investments, an estimated $656K added.
  • The largest ProShares S&P 500 ex-Health Care ETF seller in Q4 2025 was Mather Group, an estimated $262K sold.

Based on aggregated 13F filings for Q4 2025.