PROSHARES TRUST-S&P 500 EX-H (SPXV) Institutional Ownership Changes & 13F Activity
PROSHARES TRUST-S&P 500 EX-H (SPXV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sg Americas Securities, Llc, Barclays Plc, Creative Planning, Truefg, Llc, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Creative Planning | Buy | +27,425 | — | 27,425 | $2.05M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +8,033 | — | 8,033 | $599.10K | Q4 2025 | Feb 17, 2026 |
| American Trust Investment Advisors, Llc | Buy | +6,033 | — | 6,033 | $449.94K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +3,322 | — | 3,322 | $247.75K | Q4 2025 | Feb 17, 2026 |
| Barclays Plc | Buy | +60,000 | — | 60,000 | $4.47M | Q4 2025 | Feb 13, 2026 |
| Tidal Investments Llc | Buy | +8,860 | — | 8,860 | $660.78K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +1,801 | — | 1,801 | $134.32K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +1 | — | 1 | $118.00 | Q4 2025 | Feb 13, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +11,528 | — | 11,528 | $855.26K | Q4 2025 | Feb 12, 2026 |
| Blackrock, Inc. | Buy | +5,083 | — | 5,083 | $379.09K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +450 | — | 450 | $33.56K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +12,857 | — | 12,857 | $958.88K | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +8,288 | — | 8,288 | $618.12K | Q4 2025 | Feb 11, 2026 |
| Goldman Sachs Group Inc | Buy | +12,867 | — | 12,867 | $959.62K | Q4 2025 | Feb 10, 2026 |
| Rothschild Investment Llc | Buy | +400 | — | 400 | $29.83K | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, Llc | Buy | +5,151 | — | 5,151 | $384.16K | Q4 2025 | Feb 05, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +110 | — | 110 | $8.20K | Q4 2025 | Feb 03, 2026 |
| Central Trust Co | Buy | +620 | — | 620 | $46.24K | Q4 2025 | Feb 02, 2026 |
| Ubs Group Ag | Buy | +14 | — | 14 | $1.04K | Q4 2025 | Jan 29, 2026 |
| Forteris Wealth Management Inc. | Buy | +6,044 | — | 6,044 | $450.76K | Q4 2025 | Jan 26, 2026 |
| Truefg, Llc | Buy | +13,391 | — | 13,391 | $998.70K | Q4 2025 | Jan 21, 2026 |
| Mather Group, Llc. | Buy | +9,239 | — | 9,239 | $689.04K | Q4 2025 | Jan 13, 2026 |
| Abound Wealth Management | Buy | +166 | — | 166 | $12.38K | Q4 2025 | Jan 12, 2026 |
| Sg Americas Securities, Llc | Buy | +80,000 | — | 80,000 | $5.97M | Q4 2025 | Jan 09, 2026 |
Frequently asked questions about SPXV activity
Which institutional owners are buying SPXV?
Institutional owners buying SPXV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPXV activity?
"Buy" means an investor increased their reported position in SPXV compared to the prior reporting period. This reflects growing exposure to PROSHARES TRUST-S&P 500 EX-H (SPXV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPXV increasing?
Institutional interest in SPXV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.