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ProShares S&P 500 ex-Health Care ETF

23 hedge funds and large institutions have $19.4M invested in ProShares S&P 500 ex-Health Care ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

2.22% less ownership

Funds ownership: 59.27%57.05% (-2.2%)

8% less capital invested

Capital invested by funds: $21.2M → $19.4M (-$1.78M)

12% less funds holding

Funds holding: 2623 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
4
Closed
6
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
$5.68M
Barclays
2
Barclays
United Kingdom
$4.26M
Creative Planning
3
Creative Planning
Kansas
$1.95M
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.31M +$773K +10,418 +130%
LPL Financial
5
LPL Financial
California
$1.04M +$135K +1,825 +14%
T
6
TrueFG
Texas
$846K -$110K -1,482 -11%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$822K +$5.12K +69 +0.6%
MG
8
Mather Group
Illinois
$795K +$145K +1,955 +21%
JP Morgan Chase
9
JP Morgan Chase
New York
$565K -$7.79K -105 -1%
ATIA
10
American Trust Investment Advisors
New Hampshire
$429K +$520 +7 +0.1%
Goldman Sachs
11
Goldman Sachs
New York
$416K -$521K -7,014 -55%
FWM
12
Forteris Wealth Management
New York
$410K -$19.7K -265 -4%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$370K +$383K +5,161 New
BlackRock
14
BlackRock
New York
$361K
CTC
15
Central Trust Company
Missouri
$44K
Osaic Holdings
16
Osaic Holdings
Arizona
$37.4K +$39.1K +527 New
SPIA
17
Steward Partners Investment Advisory
New York
$32K
RIL
18
Rothschild Investment LLC
Illinois
$28.4K
HI
19
Harbour Investments
Wisconsin
$14.8K +$15.4K +207 New
AWM
20
Abound Wealth Management
Tennessee
$11.8K
LWMI
21
Legacy Wealth Management (Idaho)
Idaho
$7.81K
VAI
22
Vanguard Advisers Inc
Pennsylvania
$710 +$742 +10 New
Morgan Stanley
23
Morgan Stanley
New York
$82
Wells Fargo
24
Wells Fargo
California
$9
TI
25
Tidal Investments
Wisconsin
-$661K -8,860 Closed

SPXV Hedge Fund Activity: Q1 2026 in Review

23 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in ProShares S&P 500 ex-Health Care ETF (SPXV) for Q1 2026, worth a combined $19.4M — down 8.4% from $21.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SPXV and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, adding an estimated $773K. The largest seller was Tidal Investments, exiting entirely with an estimated $661K sold.

  • 23 institutional investors held ProShares S&P 500 ex-Health Care ETF (SPXV) as of Q1 2026, down from 26 in Q4 2025.
  • Funds reported $19.4M of ProShares S&P 500 ex-Health Care ETF stock for Q1 2026, down 8.4% quarter-over-quarter.
  • 4 funds opened new ProShares S&P 500 ex-Health Care ETF positions in Q1 2026 and 6 closed out, a net change of -2 holders.
  • The largest ProShares S&P 500 ex-Health Care ETF buyer in Q1 2026 was Susquehanna International Group, an estimated $773K added.
  • The largest ProShares S&P 500 ex-Health Care ETF seller in Q1 2026 was Tidal Investments, an estimated $661K sold.

Based on aggregated 13F filings for Q1 2026.