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

$44.78 -0.17 (-0.38%)
(As of 09:02 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$82.47M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$255.03K
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ISPY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Integrated Wealth Concepts LLC7,475$335K0.0%N/A0.324%
11/13/2024 Prosperity Financial Group Inc.76,159$3.41M1.9%-2.1%3.297%
11/12/2024 KKM Financial LLC7,651$343K0.2%N/A0.331%
11/12/2024 Kingsview Wealth Management LLC59,066$2.65M0.1%N/A2.557%
11/6/2024 Maxwell 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%
10/30/2024 Maia Wealth LLC4,880$219K0.1%N/A0.211%
10/29/2024 Chicago Partners Investment Group LLC6,869$308K0.0%+11.6%0.297%
10/25/2024 SteelPeak 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%
10/23/2024 BKM 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%
10/8/2024 Brookstone 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%
8/6/2024 Howard Capital Management Inc.71,397$3.11M0.3%N/A3.091%
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%
7/17/2024 SteelPeak Wealth LLC30,550$1.33M0.1%N/A1.323%
7/11/2024 Global Trust Asset Management LLC600$26K0.0%N/A0.026%
5/31/2024 Maxwell 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%
4/18/2024 BKM Wealth Management LLC31,441$1.35M0.6%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, 22 institutional investors and hedge funds held shares of ProShares S&P 500 High Income ETF. The most heavily invested institutionals were Hennion & Walsh Asset Management Inc. ($41.82M), Raymond James & Associates ($26.24M), Prosperity Financial Group Inc. ($3.41M), Howard Capital Management Inc. ($3.11M), Kingsview Wealth Management LLC ($2.65M), PFG Investments LLC ($2.62M), and Sanctuary Advisors LLC ($1.79M).Learn more on ISPY's institutional investors.

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

Of the 21 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: Hennion & Walsh Asset Management Inc. ($933.03K), Raymond James & Associates ($541.62K), Howard Capital Management Inc. ($71.40K), Kingsview Wealth Management LLC ($59.07K), PFG Investments LLC ($58.47K), Sanctuary Advisors LLC ($43.12K), and SteelPeak Wealth LLC ($35.67K).

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

Institutional investors have bought a total of 1,874,661 shares in the last 24 months. This purchase volume represents approximately $82.47M in transactions.

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

The following institutional investors have sold ProShares S&P 500 High Income ETF stock in the last 24 months: BKM Wealth Management LLC ($4.05K), and Prosperity Financial Group Inc. ($1.64K).

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

Institutional investors have sold a total of 5,690 shares in the last 24 months. This volume of shares sold represents approximately $255.03K in transactions.



This page (NYSEARCA:ISPY) was last updated on 11/21/2024 by MarketBeat.com Staff
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