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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

80 hedge funds and large institutions have $267M invested in ProShares Large Cap Core Plus in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
19
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.77M
3
NWA
3
Navis Wealth Advisors
New York
$400K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$654K
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$256K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.6M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$15.9M
3
UBS Group
3
UBS Group
Switzerland
$4.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$56.8M
5
AF
5
Apexium Financial
Texas
$7.04M
Name Market Value Shares Shares
Change 		Shares
Change %
CMS
26
Capital Market Strategies
Florida
$1.14M 23,878 -616 -3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.11M 23,233 -7,292 -24%
Truist Financial
28
Truist Financial
North Carolina
$1.01M 21,219 -4,430 -17%
RA
29
Regis Acquisition
Colorado
$932K 19,560 +19,560 New
MFG
30
Merit Financial Group
Georgia
$834K 17,500 +2 +0%
TFS
31
Thoroughbred Financial Services
Tennessee
$829K 17,407 -2,311 -12%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$824K 17,292 – –
KAS
33
Kestra Advisory Services
Texas
$714K 14,982 +100 +0.7%
ACA
34
Atlas Capital Advisors
Wyoming
$711K 14,911 – –
SWM
35
SeaCrest Wealth Management
New York
$658K 13,811 – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$654K 13,728 +7,827 +133%
CPRC
37
Consolidated Portfolio Review Corp
New York
$646K 13,557 +13,557 New
ECM
38
Evergreen Capital Management
Washington
$646K 13,552 – –
RJA
39
Raymond James & Associates
Florida
$643K 13,478 -300 -2%
PFG
40
Prosperity Financial Group
California
$593K 12,443 -2,333 -16%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$565K 11,851 +744 +7%
WP
42
WealthPLAN Partners
Nebraska
$518K 10,871 +510 +5%
MCM
43
MAI Capital Management
Ohio
$436K 9,140 – –
NWA
44
Navis Wealth Advisors
New York
$400K 8,388 +8,388 New
CAN
45
Cetera Advisor Networks
California
$390K 8,182 +2 +0%
BCM
46
Bienville Capital Management
New York
$315K 6,600 – –
PG
47
Patten Group
Tennessee
$308K 6,465 -1,398 -18%
PWM
48
Prosperity Wealth Management
California
$294K 6,164 -1,375 -18%
CAAS
49
Capital Asset Advisory Services
Michigan
$293K 6,145 -3,913 -39%
PIA
50
Perennial Investment Advisors
California
$286K 6,008 – –
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