Proshares Tr (SPXE) Hedge Fund Ownership (Q2 2026)

Proshares Tr (SPXE)

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

Smart Money Signals — SPXE

Based on 35 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added SPXE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

35 hedge funds hold SPXE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+21% 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 buyers than sellers — 62% buying

15 buying9 selling

Last quarter: 15 funds were net buyers (5 opened a brand new position + 10 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

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

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new

23 out of 35 hedge funds have held SPXE 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.

💰

Value +32% but shares only +14% — price-driven

Value

+32%

+13%

Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~5 new funds/quarter

3 → 2 → 4 → 4 → 5 new funds/Q

New funds entering each quarter: 2 → 4 → 4 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 20% new

Entry-cohort mix of 35 holders: 24 (69%) are 2+ year veterans, 4 entered 1–2 years ago, and 7 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds

10 of 35 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in SPXE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	35	32	9.38%
13F Shares	510K	448K	13.89%
Total Value	$40M	$30M	32.33%
New Positions	5	4	+1
Increased Positions	10	9	+1
Closed Positions	2	3	-1
Reduced Positions	7	7	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

9.38%

13F Shares

510K

448K

13.89%

Total Value

$40M

$30M

32.33%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

35 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SPXE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	BWM Planning, LLC	2.60%	139,194	$11.2M
2	Capstone Wealth Management Group, Inc.	0.37%	7,628	$616K
3	Sterling Investment Counsel, LLC	0.08%	4,429	$357K
4	Centurion Wealth Management LLC	0.06%	3,237	$261K
5	Twin Focus Capital Partners, LLC	0.05%	5,800	$468K
6	Nova Wealth Management, Inc.	0.02%	350	$28K
7	Pathstone Holdings, LLC	0.01%	41,073	$3.3M
8	Mather Group, LLC.	0.01%	10,200	$823K
9	Equitable Holdings, Inc.	0.01%	14,854	$1.2M
10	Independent Financial Group, LLC	0.00%	3,000	$242K
11	POM Investment Strategies, LLC	0.00%	41	$3K
12	Private Advisor Group, LLC	0.00%	9,793	$790K
13	Midwest Trust Co	0.00%	3,905	$315K
14	Stratos Wealth Partners, LTD.	0.00%	4,312	$348K
15	Fort Washington Investment Advisors Inc /Oh/	0.00%	7,217	$582K
16	EP Wealth Advisors, LLC	0.00%	5,382	$434K
17	Kestra Advisory Services, LLC	0.00%	6,281	$507K
18	Washington Trust Advisors, Inc.	0.00%	200	$16K
19	Goldman Sachs Group Inc	0.00%	118,000	$9.5M
20	LPL Financial LLC	0.00%	30,717	$2.5M
21	Osaic Holdings, INC.	0.00%	2,752	$222K
22	Jpmorgan Chase & Co	0.00%	52,090	$4.2M
23	DHJJ Financial Advisors, Ltd.	0.00%	8	—
24	Creative Planning	0.00%	2,706	$218K
25	Citadel Advisors LLC	0.00%	9,996	$807K

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 (SPXE)

What does the Smart Money Trend signal show for SPXE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SPXE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SPXE?

More buyers than sellers — 62% buying: Last quarter: 15 funds were net buyers (5 opened a brand new position + 10 added to an existing one). Only 9 were sellers (7 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPXE holders?

Elite ownership — 45% AUM from top-100 funds: 10 of 35 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in SPXE. 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 SPXE?

66% of holders stayed for 2+ years: 23 out of 35 hedge funds have held SPXE 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.

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.

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Proshares Tr (SPXE)

Smart Money Signals — SPXE

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +21% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~5 new funds per quarter

66% of holders stayed for 2+ years

Value +32% but shares only +14% — price-driven

Steady discovery — ~5 new funds/quarter

Veteran-anchored — 69% veterans vs 20% newcomers

Elite ownership — 45% AUM from top-100 funds

Institutional Sentiment Summary — SPXE

Hedge Fund Ownership: SPXE

Market Analysis: SPXE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPXE

Hedge Fund Positioning: SPXE

Statistics: SPXE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Proshares Tr (SPXE)

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