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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

85 hedge funds and large institutions have $242M invested in ProShares Large Cap Core Plus in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
16
Reduced
39
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$6.47M
2
AF
2
Apexium Financial
Texas
$9.13M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.09M
4
BW
4
Bison Wealth
Georgia
$552K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.67M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$8.87M
2
PS
2
Portfolio Strategies
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$47.4M
4
Wells Fargo
4
Wells Fargo
California
$14.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.91M
Name Market Value Shares Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$1.33M 26,058 -400 -2%
WS
27
Wedbush Securities
California
$1.3M 25,558 -2,776 -10%
CMS
28
Capital Market Strategies
Florida
$1.19M 23,278 -600 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.14M 22,403 +449 +2%
RA
30
Regis Acquisition
Colorado
$998K 19,560 – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$882K 17,292 – –
MFG
32
Merit Financial Group
Georgia
$821K 16,094 -1,406 -8%
TFS
33
Thoroughbred Financial Services
Tennessee
$800K 15,695 -1,712 -10%
ACA
34
Atlas Capital Advisors
Wyoming
$731K 14,327 -584 -4%
SWM
35
SeaCrest Wealth Management
New York
$726K 14,238 +427 +3%
CPRC
36
Consolidated Portfolio Review Corp
New York
$693K 13,584 +27 +0.2%
ECM
37
Evergreen Capital Management
Washington
$691K 13,552 – –
PFG
38
Prosperity Financial Group
California
$623K 12,203 -240 -2%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$592K 11,604 -247 -2%
KAS
40
Kestra Advisory Services
Texas
$582K 11,413 -3,569 -24%
BW
41
Bison Wealth
Georgia
$552K 10,825 +10,825 New
WP
42
WealthPLAN Partners
Nebraska
$549K 10,755 -116 -1%
RJA
43
Raymond James & Associates
Florida
$524K 10,278 -3,200 -24%
MCM
44
MAI Capital Management
Ohio
$466K 9,140 – –
NWA
45
Navis Wealth Advisors
New York
$421K 8,259 -129 -2%
CAN
46
Cetera Advisor Networks
California
$401K 7,858 -324 -4%
Empower Advisory Group
47
Empower Advisory Group
Colorado
$359K 7,027 +7,027 New
BCM
48
Bienville Capital Management
New York
$337K 6,600 – –
PG
49
Patten Group
Tennessee
$330K 6,465 – –
PIA
50
Perennial Investment Advisors
California
$307K 6,008 – –
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