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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $260M invested in ProShares Large Cap Core Plus in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 2 closing their positions.

Holders
87
Holders Change
+11
Holders Change %
+14.47%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
23
Reduced
28
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.47M
2
LPL Financial
2
LPL Financial
California
$24.1M
3
AF
3
Apexium Financial
Texas
$8.21M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.82M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$265K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.99M
4
UBS Group
4
UBS Group
Switzerland
$6.24M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$1.19M 26,458 – –
Truist Financial
27
Truist Financial
North Carolina
$1.15M 25,649 -2,323 -8%
CMS
28
Capital Market Strategies
Florida
$1.1M 24,494 -400 -2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$988K 22,009 +551 +3%
TFS
30
Thoroughbred Financial Services
Tennessee
$885K 19,718 -1,091 -5%
RMC
31
Regis Management Company
California
$878K 19,560 – –
MFG
32
Merit Financial Group
Georgia
$786K 17,498 -23 -0.1%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$777K 17,292 – –
ACA
34
Atlas Capital Advisors
Wyoming
$670K 14,911 -203 -1%
KAS
35
Kestra Advisory Services
Texas
$668K 14,882 +513 +4%
PFG
36
Prosperity Financial Group
California
$664K 14,776 +14,776 New
SWM
37
SeaCrest Wealth Management
New York
$620K 13,811 -1,016 -7%
RJA
38
Raymond James & Associates
Florida
$619K 13,778 – –
ECM
39
Evergreen Capital Management
Washington
$609K 13,552 – –
WP
40
WealthPLAN Partners
Nebraska
$511K 10,361 +10,361 New
WIM
41
WealthPlan Investment Management
Nebraska
$510K 10,361 +14 +0.1%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$499K 11,107 +3,010 +37%
CAAS
43
Capital Asset Advisory Services
Michigan
$452K 10,058 +24 +0.2%
MCM
44
MAI Capital Management
Ohio
$410K 9,140 – –
CAN
45
Cetera Advisor Networks
California
$367K 8,180 +3 +0%
PG
46
Patten Group
Tennessee
$353K 7,863 -2,921 -27%
PWM
47
Prosperity Wealth Management
California
$339K 7,539 +7,539 New
BCM
48
Bienville Capital Management
New York
$296K 6,600 – –
PIA
49
Perennial Investment Advisors
California
$270K 6,008 – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$265K 5,901 -30,338 -84%
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