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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

76 hedge funds and large institutions have $243M invested in ProShares Large Cap Core Plus in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
76
Holders Change
-10
Holders Change %
-11.63%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
21
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$16.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.3M
3
LPL Financial
3
LPL Financial
California
$21.8M
4
AF
4
Apexium Financial
Texas
$7.06M
5
UBS Group
5
UBS Group
Switzerland
$6.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.6M
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.53M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.1M
5
Bank of America
5
Bank of America
North Carolina
$4.23M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$1.18M 27,972 -11,130 -28%
LIM
27
Leavell Investment Management
Alabama
$1.12M 26,458 – –
CMS
28
Capital Market Strategies
Florida
$1.05M 24,894 – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.02M 24,236 -3,272 -12%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$906K 21,458 -488 -2%
TFS
31
Thoroughbred Financial Services
Tennessee
$879K 20,809 – –
RMC
32
Regis Management Company
California
$826K 19,560 – –
MFG
33
Merit Financial Group
Georgia
$740K 17,521 -285 -2%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$731K 17,292 – –
APA
35
American Portfolios Advisors
New York
$723K 17,113 -508 -3%
ACA
36
Atlas Capital Advisors
Wyoming
$639K 15,114 -435 -3%
SWM
37
SeaCrest Wealth Management
New York
$626K 14,827 +876 +6%
KAS
38
Kestra Advisory Services
Texas
$607K 14,369 +1,277 +10%
RJA
39
Raymond James & Associates
Florida
$582K 13,778 – –
ECM
40
Evergreen Capital Management
Washington
$573K 13,552 – –
WIM
41
WealthPlan Investment Management
Nebraska
$480K 10,347 +10,347 New
PG
42
Patten Group
Tennessee
$464K 10,784 -555 -5%
CAAS
43
Capital Asset Advisory Services
Michigan
$424K 10,034 +13 +0.1%
MCM
44
MAI Capital Management
Ohio
$386K 9,140 +1,710 +23%
CAN
45
Cetera Advisor Networks
California
$345K 8,177 -478 -6%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$342K 8,097 +401 +5%
BCM
47
Bienville Capital Management
New York
$279K 6,600 – –
PIA
48
Perennial Investment Advisors
California
$254K 6,008 -3,232 -35%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$243K 5,743 +166 +3%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$239K 5,676 +3 +0.1%
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