Who Owns ProShares - Global Listed Private Equity ETF (PEX)?Hedge Fund & Institutional Holders
Institutional Holders
17
as of Q4 2025
Total Institutional Value
$7.63000900050002e+21T
% of Float Held
—
QoQ Change in Holders
+4 / -2
Price History
PEX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Root Financial Partners, LLC | New Position | +381 | +$9.0M |
| FLOW TRADERS U.S. LLC | New Position | +13K | +$0 |
| Global Retirement Partners, LLC | New Position | +520 | +$0 |
| Blue Trust, Inc. | New Position | +35 | +$0 |
| MORGAN STANLEY | Increased | +1 | +$-2K |
| WELLS FARGO & COMPANY/MN | Increased | +1 | +$-4K |
| Cambridge Investment Research Advisors, Inc. | Increased | +222 | +$-265K |
| ROYAL BANK OF CANADA | Increased | +10K | +$-152.0M |
| JANE STREET GROUP, LLC | Increased | +5K | +$-238.3M |
| Cetera Investment Advisers | Increased | +4K | +$-282.3M |
PEX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -14K | -$374.6M |
| Beta Wealth Group, Inc. | Decreased | -2K | -$99.5M |
| UBS Group AG | Decreased | -956 | -$25.9M |
| PRINCIPAL SECURITIES, INC. | Closed Position | -2K | -$47K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Beta Wealth Group, Inc. | 30,917 | $763.0M | 0.31% | Share |
| 2 | Root Financial Partners, LLC | 381 | $9.0M | 0.00% | Share |
| 3 | UBS Group AG | 216 | $5.0M | 0.00% | Share |
| 4 | Betterment LLC | 8,153 | $201K | 0.00% | Share |
| 5 | Allworth Financial LP | 900 | $22K | 0.00% | Share |
| 6 | MORGAN STANLEY | 2 | $0 | 0.00% | Share |
| 7 | FLOW TRADERS U.S. LLC | 12,696 | $0 | 0.00% | Share |
| 8 | Blue Trust, Inc. | 35 | $0 | 0.00% | Share |
| 9 | OSAIC HOLDINGS, INC. | 300 | $0 | 0.00% | Share |
| 10 | WELLS FARGO & COMPANY/MN | 1 | $0 | 0.00% | Share |
| 11 | ROYAL BANK OF CANADA | 15,769 | $0 | 0.00% | Share |
| 12 | Cetera Investment Advisers | 14,372 | $0 | 0.00% | Share |
| 13 | JPMORGAN CHASE & CO | 9 | $0 | 0.00% | Share |
| 14 | JANE STREET GROUP, LLC | 13,701 | $0 | 0.00% | Share |
| 15 | Global Retirement Partners, LLC | 520 | $0 | 0.00% | Share |
| 16 | Cambridge Investment Research Advisors, Inc. | 10,277 | $0 | 0.00% | Share |
| 17 | MORGAN STANLEY | 100 | $0 | 0.00% | Share |
PEX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 16 | $777.2M | +2 |
| Q3 2025 | 14 | $2.0B | +0 |
| Q2 2025 | 14 | $1.1B | +5 |
| Q1 2025 | 9 | $1.0B | -2 |
| Q4 2024 | 11 | $48.8B | +2 |
| Q3 2024 | 9 | $241.2B | -1 |
| Q2 2024 | 10 | $762.0B | +1 |
| Q1 2024 | 9 | $548.6B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 17 institutional investors hold PEX (ProShares - Global Listed Private Equity ETF). The largest holder is Beta Wealth Group, Inc. with $763.0M in shares. This quarter, 4 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own PEX?
As of Q4 2025, 17 institutional investors report holding PEX (ProShares - Global Listed Private Equity ETF) in their 13F filings.
Who is the largest institutional holder of PEX?
The largest institutional holder of PEX is Beta Wealth Group, Inc. with $763.0M in shares.
Is institutional ownership of PEX increasing or decreasing?
This quarter, 4 institutions opened new positions in PEX and 2 closed their positions.