Who Owns SPXV?
ProShares - S&P 500 Ex-Health Care ETF — Institutional Ownership & 13F Holdings
$79.33
+0.77 (+0.98%)
Market Cap
$35.7M
Shares Outstanding
439,781
Institutional Holders
20
Total Inst. Value
$15.4M
% of Float Held
—
QoQ Holder Change
+8
Institutional data as of Q1 2025
New Positions
6
Closed Positions
2
Increased
3
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SG Americas Securities, LLCNew | $4.8M | 80,000 |
| 2 | BARCLAYS PLC | $3.6M | 60,000 |
| 3 | BNP PARIBAS FINANCIAL MARKETS | $2.4M | 40,000 |
| 4 | GOLDMAN SACHS GROUP INC | $783K | 13,046 |
| 5 | MATHER GROUP, LLC.New | $768K | 12,785 |
| 6 | Federation des caisses Desjardins du QuebecNew | $679K | 11,314 |
| 7 | TRUEFG, LLCNew | $628K | 10,465 |
| 8 | JPMORGAN CHASE & CO | $497K | 8,288 |
| 9 | American Trust Investment Advisors, LLC | $399K | 6,651 |
| 10 | Western Wealth Management, LLCNew | $298K | 4,968 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SG Americas Securities, LLCNew | +80K | $4.8M |
| MATHER GROUP, LLC.New | +13K | $768K |
| Federation des caisses Desjardins du QuebecNew | +11K | $679K |
| TRUEFG, LLCNew | +10K | $628K |
| Western Wealth Management, LLCNew | +5K | $298K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -6K | $89K |
| GOLDMAN SACHS GROUP INC | -5K | $783K |
| Creative Planning | -4K | $2K |
| American Trust Investment Advisors, LLC | -120 | $399K |
| Legacy Wealth Managment, LLC/ID | -66 | $7K |
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Frequently Asked Questions
How many institutional investors hold SPXV?
As of Q1 2025, 20 institutional investors report holding SPXV (ProShares - S&P 500 Ex-Health Care ETF) in their 13F filings.
Which hedge fund owns the most SPXV?
The largest institutional holder of SPXV is SG Americas Securities, LLC with $4.8M in shares.
Are institutions buying or selling SPXV?
This quarter, 6 institutions opened new positions in SPXV and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.