Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr (PEX)

11 + Investors. Track Smart Money conviction in PEX. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
2Q ▼
Buyers last Q
40%

Smart Money Signals — PEX

Based on 11 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PEX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 65% of 3.0Y high

65% of all-time peak
Only 11 funds hold PEX today versus a peak of 17 funds at 2025 Q3 — just 65% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 40% buying

6 buying9 selling
Last quarter: 9 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 2 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

45% conviction (2yr+) 18% medium 36% new
5 out of 11 hedge funds have held PEX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -2%, value -27%

Value
-27%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

1 → 5 → 4 → 2 → 2 new funds/Q
New funds entering each quarter: 5 → 4 → 2 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 55% of holders entered in last year

45% veterans 0% 1-2yr 55% new
Of 11 current holders: 6 (55%) entered in the past year, only 5 (45%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
5 of 11 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in PEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PEX

In 2026 Q1, 6 hedge funds were net buyers of PEX (2 opened a new position, 4 added to an existing one), while 9 reduced or exited (3 trimmed, 6 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 42% of total institutional value in PEX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 11.

Hedge Fund Ownership: PEX

How many hedge funds hold PEX — quarterly history vs. share price
Quarterly hedge fund ownership of PEX vs. share price

Market Analysis: PEX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PEX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Proshares Tr (PEX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PEX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
PEX
+3.7%
SPY
+15.9%

PEX outperformed SPY by -12.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
PEX
+1.4%
SPY
+2.0%

Since the filing became public, PEX outperformed SPY by -0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: PEX
11 + Investors

Track Smart Money conviction in PEX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 11 15 -26.67%
13F Shares 106K 108K -1.54%
Total Value $2M $3M -27.21%
New Positions 2 2 -
Increased Positions 4 6 -2
Closed Positions 6 4 +2
Reduced Positions 3 3 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PEX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

11 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PEX. Verified SEC 13F-HR filings.

QUARTER:
Top 10 PEX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Beta Wealth Group, Inc. 0.33% 37,950 $806K
2 Cetera Investment Advisers 0.00% 14,119 $300K
3 Royal Bank of Canada 0.00% 24,967 $530K
4 Allworth Financial LP 0.00% 900 $19K
5 LPL Financial LLC 0.00% 12,332 $262K
6 Osaic Holdings, INC. 0.00% 300 $6K
7 Wells Fargo & Company/Mn 0.00% 582 $12K
8 UBS Group AG 0.00% 150 $3K
9 Morgan Stanley 0.00% 2
10 BlackRock, Inc. 0.00% 1
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Proshares Tr (PEX)

What does the Smart Money Trend signal show for PEX?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PEX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PEX?

More sellers than buyers — 40% buying: Last quarter: 9 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PEX holders?

Elite ownership — 42% AUM from top-100 funds: 5 of 11 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in PEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PEX?

45% of holders stayed for 2+ years: 5 out of 11 hedge funds have held PEX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Proshares Tr (PEX) following the 2026 Q1 hedge fund 13F filings?

As of today, PEX has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), PEX has gained +3.7% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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