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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

83 hedge funds and large institutions have $229M invested in ProShares Large Cap Core Plus in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
19
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$19.5M
2
MA
2
Mutual Advisors
Nebraska
$7.47M
3
Cerity Partners
3
Cerity Partners
New York
$1.48M
4
CA
4
Clearstead Advisors
Ohio
$674K
5
AWM
5
AE Wealth Management
Kansas
$3.25M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.7M
2
UBS Group
2
UBS Group
Switzerland
$2.74M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.06M
4
Wells Fargo
4
Wells Fargo
California
$12.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$1.09M 22,259 -3,299 -13%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.08M 22,015 -388 -2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.06M 21,681 -19,344 -47%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.03M 21,121 -11,622 -35%
RA
30
Regis Acquisition
Colorado
$955K 19,560 – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$844K 17,292 – –
TFS
32
Thoroughbred Financial Services
Tennessee
$774K 15,869 +174 +1%
SWM
33
SeaCrest Wealth Management
New York
$676K 13,858 -380 -3%
ACA
34
Atlas Capital Advisors
Wyoming
$676K 13,850 -477 -3%
CA
35
Clearstead Advisors
Ohio
$674K 13,800 +13,400 +3,350%
CPRC
36
Consolidated Portfolio Review Corp
New York
$664K 13,611 +27 +0.2%
ECM
37
Evergreen Capital Management
Washington
$661K 13,552 – –
MFG
38
Merit Financial Group
Georgia
$621K 12,715 -3,379 -21%
KAS
39
Kestra Advisory Services
Texas
$615K 12,598 +1,185 +10%
PFG
40
Prosperity Financial Group
California
$594K 12,167 -36 -0.3%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$566K 11,587 -17 -0.1%
BW
42
Bison Wealth
Georgia
$543K 11,131 +306 +3%
WP
43
WealthPLAN Partners
Nebraska
$502K 10,281 -474 -4%
RJA
44
Raymond James & Associates
Florida
$476K 9,758 -520 -5%
MCM
45
MAI Capital Management
Ohio
$423K 8,670 -470 -5%
NWA
46
Navis Wealth Advisors
New York
$417K 8,546 +287 +3%
CAN
47
Cetera Advisor Networks
California
$384K 7,861 +3 +0%
Empower Advisory Group
48
Empower Advisory Group
Colorado
$343K 7,027 – –
BCM
49
Bienville Capital Management
New York
$322K 6,600 – –
PG
50
Patten Group
Tennessee
$316K 6,465 – –
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