Beta Wealth Group Inc. Makes New Investment in ProShares Global Listed Private Equity ETF $PEX

Beta Wealth Group Inc. purchased a new stake in shares of ProShares Global Listed Private Equity ETF (BATS:PEX) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 32,745 shares of the company’s stock, valued at approximately $862,000. Beta Wealth Group Inc. owned 6.97% of ProShares Global Listed Private Equity ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also bought and sold shares of the stock. Allworth Financial LP bought a new position in ProShares Global Listed Private Equity ETF in the 2nd quarter valued at about $25,000. Raymond James Financial Inc. acquired a new position in shares of ProShares Global Listed Private Equity ETF during the second quarter valued at approximately $85,000. Brookwood Investment Group LLC acquired a new position in shares of ProShares Global Listed Private Equity ETF during the second quarter valued at approximately $211,000. Envestnet Asset Management Inc. boosted its stake in ProShares Global Listed Private Equity ETF by 22.9% during the 3rd quarter. Envestnet Asset Management Inc. now owns 10,003 shares of the company’s stock valued at $263,000 after purchasing an additional 1,863 shares in the last quarter. Finally, Jane Street Group LLC acquired a new position in shares of ProShares Global Listed Private Equity ETF during the 1st quarter valued at $392,000.

ProShares Global Listed Private Equity ETF Stock Performance

PEX opened at $23.94 on Tuesday. The stock’s fifty day moving average is $24.81 and its 200-day moving average is $25.93. ProShares Global Listed Private Equity ETF has a one year low of $23.34 and a one year high of $29.68. The company has a market capitalization of $11.25 million, a PE ratio of 11.41 and a beta of 1.04.

ProShares Global Listed Private Equity ETF Company Profile

The ProShares Global Listed Private Equity ETF (PEX) is an exchange-traded fund that is based on the LPX Direct Listed Private Equity index, a market-cap-weighted index of publicly traded private equity firms around the world. PEX was launched on Feb 26, 2013 and is managed by ProShares.