CSM icon

ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $285M invested in ProShares Large Cap Core Plus in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 38 reducing their positions, and 3 closing their positions.

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
18
Reduced
38
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.3M
2
Wells Fargo
2
Wells Fargo
California
$16.2M
3
Stifel Financial
3
Stifel Financial
Missouri
$5.27M
4
AWM
4
AE Wealth Management
Kansas
$4.36M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.52M

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$15M
2
MA
2
Mutual Advisors
Nebraska
$3.51M
3
UBS Group
3
UBS Group
Switzerland
$874K
4
AF
4
Apexium Financial
Texas
$7.28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.2M 21,907 -108 -0.5%
WS
27
Wedbush Securities
California
$1.07M 19,584 -2,675 -12%
RA
28
Regis Acquisition
Colorado
$1.07M 19,560 – –
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$947K 17,292 – –
UBS Group
30
UBS Group
Switzerland
$874K 15,959 -40,195 -72%
TFS
31
Thoroughbred Financial Services
Tennessee
$838K 15,314 -555 -3%
SWM
32
SeaCrest Wealth Management
New York
$745K 13,782 -76 -0.5%
ECM
33
Evergreen Capital Management
Washington
$742K 13,552 – –
ACA
34
Atlas Capital Advisors
Wyoming
$738K 13,480 -370 -3%
RJA
35
Raymond James & Associates
Florida
$717K 13,091 +3,333 +34%
MFG
36
Merit Financial Group
Georgia
$697K 12,717 +2 +0%
CPRC
37
Consolidated Portfolio Review Corp
New York
$683K 12,465 -1,146 -8%
PFG
38
Prosperity Financial Group
California
$659K 12,026 -141 -1%
BW
39
Bison Wealth
Georgia
$614K 11,214 +83 +0.7%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$592K 10,808 -779 -7%
KAS
41
Kestra Advisory Services
Texas
$540K 9,854 -2,744 -22%
MCM
42
MAI Capital Management
Ohio
$475K 8,670 – –
NWA
43
Navis Wealth Advisors
New York
$468K 8,546 – –
CAN
44
Cetera Advisor Networks
California
$450K 8,219 +358 +5%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$443K 8,092 +3,086 +62%
WP
46
WealthPLAN Partners
Nebraska
$429K 7,841 -2,440 -24%
Empower Advisory Group
47
Empower Advisory Group
Colorado
$385K 7,027 – –
BCM
48
Bienville Capital Management
New York
$361K 6,600 – –
Comerica Bank
49
Comerica Bank
Texas
$336K 6,129 -71 -1%
CFS
50
Commonwealth Financial Services
West Virginia
$326K 5,952 -393 -6%
1
2
3 4