Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr (SPXV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — SPXV

Based on 22 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
22 funds currently hold this stock — 85% of the 3.0-year high of 26 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold SPXV compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

8 buying7 selling
Last quarter: 8 funds bought or added vs 7 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 6 → 4 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 27% medium ■ 23% new
11 out of 22 hedge funds have held SPXV 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.
➡️

Steady discovery — ~3 new funds/quarter

3 → 1 → 6 → 4 → 3 new funds/Q
New funds entering each quarter: 1 → 6 → 4 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 23% newcomers

■ 55% veterans ■ 23% 1-2yr ■ 23% new
Entry-cohort mix of 22 holders: 12 (55%) are 2+ year veterans, 5 entered 1–2 years ago, and 5 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
8 of 22 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in SPXV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — SPXV

In 2026 Q2, 8 hedge funds were net buyers of SPXV (3 opened a new position, 5 added to an existing one), while 7 reduced or exited (4 trimmed, 3 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 69% of total institutional value in SPXV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 22.

Hedge Fund Ownership: SPXV

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

Market Analysis: SPXV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPXV

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

Loading signal freshness…
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
0.2
/ 10
conviction
Hedge Fund Positioning: SPXV
22 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 22 22 -
13F Shares 258K 266K -3.01%
Total Value $15M $13M 10.62%
New Positions 3 4 -1
Increased Positions 5 5 -
Closed Positions 3 8 -5
Reduced Positions 4 3 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPXV

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Institutional Holders (2026 Q2)

22 + investors

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

QUARTER:
Top 21 SPXV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forteris Wealth Management INC. 0.39% 5,779 $475K
2 American Trust Investment Advisors, LLC 0.25% 6,142 $505K
3 Truefg, LLC 0.23% 11,788 $968K
4 Adirondack Trust Co 0.03% 1,225 $101K
5 Mather Group, LLC. 0.01% 11,194 $920K
6 Abound Wealth Management 0.00% 166 $14K
7 Creative Planning 0.00% 27,220 $2.2M
8 Rothschild Investment LLC 0.00% 400 $33K
9 Barclays plc 0.00% 60,000 $4.9M
10 CENTRAL TRUST Co 0.00% 620 $51K
11 Blue Trust, Inc. 0.00% 727 $60K
12 LPL Financial LLC 0.00% 16,713 $1.4M
13 Harbour Investments, INC. 0.00% 208 $17K
14 Osaic Holdings, INC. 0.00% 1,027 $84K
15 Susquehanna International Group, LLP 0.00% 15,116 $1.2M
16 Steward Partners Investment Advisory, LLC 0.00% 200 $16K
17 Goldman Sachs Group Inc 0.00% 5,853 $481K
18 Jpmorgan Chase & Co 0.00% 8,183 $665K
19 BlackRock, Inc. 0.00% 5,083 $418K
20 Wells Fargo & Company/Mn 0.00% 1 —
21 Morgan Stanley 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 (SPXV)

What does the Smart Money Trend signal show for SPXV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SPXV?

Slight buying edge — 53% buying: Last quarter: 8 funds bought or added vs 7 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SPXV holders?

Elite ownership — 69% AUM from top-100 funds: 8 of 22 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in SPXV. 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 SPXV?

50% of holders stayed for 2+ years: 11 out of 22 hedge funds have held SPXV 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.

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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