Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Proshares Tr (SPXE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — SPXE

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
32 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

13 buying10 selling
Last quarter: 13 funds bought or added vs 10 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 22% medium ■ 9% new
22 out of 32 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.
➡️

Steady discovery — ~4 new funds/quarter

5 → 3 → 2 → 4 → 4 new funds/Q
New funds entering each quarter: 3 → 2 → 4 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 19% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 32 holders: 22 (69%) are 2+ year veterans, 4 entered 1–2 years ago, and 6 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
10 of 32 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — SPXE

In 2026 Q1, 13 hedge funds were net buyers of SPXE (4 opened a new position, 9 added to an existing one), while 10 reduced or exited (7 trimmed, 3 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 38% of total institutional value in SPXE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 32.

Hedge Fund Ownership: SPXE

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

Market Analysis: SPXE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPXE

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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.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: SPXE
35 + Investors

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

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

Statistics: SPXE

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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:
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 — 2 quarters in a row: For 2 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?

Slight buying edge — 57% buying: Last quarter: 13 funds bought or added vs 10 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 SPXE holders?

Strong quality — 38% AUM from major funds: 10 of 32 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SPXE?

69% of holders stayed for 2+ years: 22 out of 32 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.

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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