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ProShares S&P 500 High Income ETF (ISPY) Institutional Ownership

$39.53 +0.41 (+1.05%)
As of 04/25/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for ProShares S&P 500 High Income ETF (NYSEARCA:ISPY)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$338.39M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$23.99M
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ISPY Institutional Buying and Selling by Quarter

ProShares S&P 500 High Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2025 Essex Financial Services Inc.12,700$535K0.0%+11.1%0.071%
4/22/2025 Bernardo Wealth Planning LLC8,006$337K0.1%N/A0.045%
4/22/2025 Woodmont Investment Counsel LLC5,300$223K0.0%-5.4%0.030%
4/22/2025 PFG Investments LLC123,492$5.20M0.3%+25.5%0.694%
4/21/2025 JBR Co Financial Management Inc8,000$337K0.2%N/A0.045%
4/15/2025 Requisite Capital Management LLC131,543$5.54M1.2%+16.1%0.739%
4/14/2025 Capital Investment Advisors LLC665,025$27.99M0.5%+147.4%3.736%
4/14/2025 Patriot Financial Group Insurance Agency LLC19,874$837K0.1%-2.4%0.112%
4/11/2025 Pitti Group Wealth Management LLC30,111$1.27M1.3%+6.5%0.169%
4/10/2025 Gainplan LLC5,241$221K0.1%-47.7%0.030%
4/10/2025 Accel Wealth Management17,064$718K0.3%+99.4%0.099%
4/10/2025 Hennion & Walsh Asset Management Inc.769,198$32.38M1.4%-30.4%4.454%
4/7/2025 AdvisorNet Financial Inc1,118$47K0.0%-23.5%0.006%
2/19/2025Richmond Investment Services LLC71,361$3.16M1.8%N/A0.487%
2/17/2025WBI Investments LLC35,968$1.59M0.4%N/A0.246%
2/17/2025Strategic Wealth Partners Ltd.22,493$1.03M0.1%N/A0.154%
2/17/2025Royal Bank of Canada739,260$32.74M0.0%+102.0%5.046%
2/17/2025Morse Asset Management Inc27,865$1.23M0.3%N/A0.190%
2/17/2025MJP Associates Inc. ADV106,726$4.73M0.8%+60.0%0.729%
2/17/2025KKM Financial LLC15,872$703K0.3%+107.5%0.108%
2/17/2025Focus Partners Wealth7,000$310K0.0%N/A0.048%
2/17/2025CoreCap Advisors LLC766$34K0.0%+91.5%0.005%
2/17/2025Cetera Investment Advisers15,791$699K0.0%+56.0%0.108%
2/17/2025Cary Street Partners Financial LLC40,724$1.80M0.1%N/A0.278%
2/17/2025Bank of America Corp DE864,904$38.31M0.0%+26,085.4%5.904%
2/17/2025Aptus Capital Advisors LLC1,545$68K0.0%N/A0.011%
2/14/2025Coldstream Capital Management Inc.4,586$203K0.0%N/A0.199%
2/14/2025Integrated Wealth Concepts LLC28,552$1.27M0.0%+282.0%1.236%
2/14/2025BOS Asset Management LLC10,977$486K0.2%N/A0.475%
2/13/2025NewEdge Advisors LLC12,501$554K0.0%+17.2%0.541%
2/13/2025Barclays PLC60,000$2.66M0.0%-76.9%2.597%
2/13/2025Maxwell Wealth Strategies Inc.39,154$1.73M0.7%+63.6%1.695%
2/13/2025Raymond James Financial Inc.1,112,394$49.27M0.0%N/A48.156%
2/12/2025CIBC Private Wealth Group LLC13,522$601K0.0%+476.9%0.585%
2/11/2025 Woodmont Investment Counsel LLC5,600$248K0.0%+5.7%0.242%
2/11/2025LPL Financial LLC787,278$34.87M0.0%+148.4%34.081%
2/10/2025 Pitti Group Wealth Management LLC28,281$1.25M1.3%N/A1.224%
2/10/2025Eldridge Investment Advisors Inc.13,213$585K0.1%+1.8%0.572%
2/10/2025Commonwealth Equity Services LLC41,326$1.83M0.0%+231.0%1.789%
2/7/2025Prosperity Financial Group Inc.81,637$3.62M1.8%+7.2%3.534%
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2/7/2025Independent Advisor Alliance6,267$278K0.0%N/A0.271%
2/6/2025Raymond James Financial Inc.1,112,394$49.27M0.0%N/A48.156%
2/6/2025Steward Partners Investment Advisory LLC245,166$10.86M0.1%+43.0%10.613%
2/5/2025Maia Wealth LLC4,624$209K0.0%-5.2%0.200%
2/5/2025Advisor OS LLC111,208$4.93M0.6%+66.7%4.814%
2/4/2025Pine Valley Investments Ltd Liability Co165,500$7.33M0.4%N/A7.165%
2/4/2025Howard Capital Management Inc.107,403$4.76M0.1%+26.4%4.649%
1/31/2025BKM Wealth Management LLC11,353$503K0.2%-44.2%0.491%
1/31/2025Atria Wealth Solutions Inc.12,255$543K0.0%+9.9%0.531%
1/31/2025Sanctuary Advisors LLC96,139$4.39M0.0%+8.3%4.162%
1/29/2025CAP Partners LLC5,222$231K0.2%N/A0.226%
1/29/2025 Essex Financial Services Inc.11,436$507K0.0%+39.2%0.495%
1/28/2025Kingsview Wealth Management LLC68,851$3.05M0.1%+16.6%2.981%
1/24/2025Financial Partners Group Inc22,861$1.01M0.1%N/A0.990%
1/24/2025Journey Strategic Wealth LLC10,471$464K0.0%+63.1%0.453%
1/24/2025Chicago Partners Investment Group LLC11,716$521K0.0%+70.6%0.507%
1/23/2025Signature Wealth Management Partners LLC6,183$274K0.2%N/A0.268%
1/23/2025SteelPeak Wealth LLC35,950$1.59M0.1%+0.8%1.556%
1/22/2025 Patriot Financial Group Insurance Agency LLC20,364$902K0.1%+13.4%0.882%
1/22/2025Foundations Investment Advisors LLC4,876$216K0.0%N/A0.211%
1/22/2025 PFG Investments LLC98,368$4.36M0.3%+68.2%4.258%
1/21/2025 Requisite Capital Management LLC113,343$5.02M1.0%N/A4.907%
1/21/2025 Accel Wealth Management8,558$379K0.1%N/A0.370%
1/17/2025 SG Americas Securities LLC30,000$1.33M0.0%N/A1.299%
1/15/2025Grant GrossMendelsohn LLC14,953$662K0.3%-5.3%0.647%
1/15/2025 Wealthcare Advisory Partners LLC12,687$562K0.0%N/A0.549%
1/15/2025 Hennion & Walsh Asset Management Inc.1,105,781$48.98M2.2%+18.5%47.869%
1/14/2025 Gainplan LLC10,014$444K0.2%-3.8%0.434%
1/13/2025 AdvisorNet Financial Inc1,462$65K0.0%N/A0.063%
1/13/2025 Capital Investment Advisors LLC268,754$11.90M0.2%N/A11.634%
11/25/2024Sanctuary Advisors LLC88,736$4.03M0.0%+105.8%3.841%
11/15/2024Integrated Wealth Concepts LLC7,475$335K0.0%N/A0.324%
11/13/2024Prosperity Financial Group Inc.76,159$3.41M1.9%-2.1%3.297%
11/12/2024KKM Financial LLC7,651$343K0.2%N/A0.331%
11/12/2024Kingsview Wealth Management LLC59,066$2.65M0.1%N/A2.557%
11/6/2024Maxwell Wealth Strategies Inc.23,929$1.06M0.5%+36.4%1.036%
10/31/2024 Woodmont Investment Counsel LLC5,300$238K0.0%N/A0.229%
10/30/2024Maia Wealth LLC4,880$219K0.1%N/A0.211%
10/29/2024Chicago Partners Investment Group LLC6,869$308K0.0%+11.6%0.297%
10/25/2024SteelPeak Wealth LLC35,670$1.60M0.1%+16.8%1.544%
10/24/2024 Patriot Financial Group Insurance Agency LLC17,964$805K0.1%N/A0.778%
10/24/2024 PFG Investments LLC58,469$2.62M0.2%+55.9%2.531%
10/23/2024BKM Wealth Management LLC20,340$912K0.4%-16.6%0.881%
10/23/2024 Global Trust Asset Management LLC1,100$49K0.0%+83.3%0.048%
10/23/2024 Hennion & Walsh Asset Management Inc.933,029$41.82M2.0%+10.4%40.391%
10/18/2024Raymond James & Associates585,463$26.24M0.0%+557.1%25.345%
10/8/2024Brookstone Capital Management7,376$331K0.0%N/A0.319%
9/5/2024Sanctuary Advisors LLC43,117$1.79M0.0%N/A1.867%
8/7/2024 PFG Investments LLC37,504$1.63M0.1%+98.1%1.624%
8/6/2024Howard Capital Management Inc.71,397$3.11M0.3%N/A3.091%
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I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
7/31/2024 Essex Financial Services Inc.6,853$298K0.0%N/A0.297%
7/30/2024 International Assets Investment Management LLC2,855$124K0.0%N/A0.124%
7/20/2024 Hennion & Walsh Asset Management Inc.844,883$36.77M1.9%N/A36.575%
7/19/2024Raymond James & Associates89,104$3.88M0.0%+103.2%3.857%
7/17/2024SteelPeak Wealth LLC30,550$1.33M0.1%N/A1.323%
7/11/2024 Global Trust Asset Management LLC600$26K0.0%N/A0.026%
5/31/2024Maxwell Wealth Strategies Inc.17,012$718K0.4%N/A0.736%
4/25/2024 Gainplan LLC5,502$235K0.1%N/A0.278%
4/24/2024 Pitti Group Wealth Management LLC9,795$413K0.5%N/A0.495%
4/22/2024 PFG Investments LLC18,933$810K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

ISPY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISPY shares?

During the previous two years, 62 institutional investors and hedge funds held shares of ProShares S&P 500 High Income ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($49.27M), Bank of America Corp DE ($38.31M), LPL Financial LLC ($34.87M), Royal Bank of Canada ($32.74M), Hennion & Walsh Asset Management Inc. ($32.38M), Capital Investment Advisors LLC ($27.99M), and Raymond James & Associates ($26.24M).Learn more on ISPY's institutional investors.

Which institutional investors have been buying ProShares S&P 500 High Income ETF stock?

Of the 60 institutional investors that purchased ProShares S&P 500 High Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.22M), Hennion & Walsh Asset Management Inc. ($1.11M), Bank of America Corp DE ($861.60K), Capital Investment Advisors LLC ($665.03K), Raymond James & Associates ($541.62K), LPL Financial LLC ($470.38K), and Royal Bank of Canada ($373.36K).

How much institutional buying is happening at ProShares S&P 500 High Income ETF?

Institutional investors have bought a total of 7,738,933 shares in the last 24 months. This purchase volume represents approximately $341.20M in transactions.

Which ProShares S&P 500 High Income ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold ProShares S&P 500 High Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($336.58K), Barclays PLC ($200K), BKM Wealth Management LLC ($13.04K), Gainplan LLC ($5.17K), Prosperity Financial Group Inc. ($1.64K), Grant GrossMendelsohn LLC ($829.00), and Patriot Financial Group Insurance Agency LLC ($490.00).

How much institutional selling is happening at ProShares S&P 500 High Income ETF?

Institutional investors have sold a total of 558,650 shares in the last 24 months. This volume of shares sold represents approximately $23.99M in transactions.


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This page (NYSEARCA:ISPY) was last updated on 4/26/2025 by MarketBeat.com Staff
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