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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

88 hedge funds and large institutions have $248M invested in ProShares Large Cap Core Plus in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% 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
10
Increased
14
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$19.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.7M
3
KAS
3
Kestra Advisory Services
Texas
$2.21M
4
FIM
4
Freedom Investment Management
Connecticut
$3.06M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$853K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$52M
2
Wells Fargo
2
Wells Fargo
California
$6.88M
3
AWM
3
AE Wealth Management
Kansas
$0
4
LPL Financial
4
LPL Financial
California
$8.79M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$7.33M
Name Market Value Shares Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$1.27M 20,846 -4,400 -17%
RA
27
Regis Acquisition
Colorado
$1.19M 19,560 – –
WS
28
Wedbush Securities
California
$1.12M 18,454 -1,130 -6%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$1.05M 17,292 – –
TFS
30
Thoroughbred Financial Services
Tennessee
$915K 15,074 -240 -2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$853K 14,049 +8,214 +141%
ECM
32
Evergreen Capital Management
Washington
$823K 13,552 – –
ACA
33
Atlas Capital Advisors
Wyoming
$819K 13,480 – –
RJA
34
Raymond James & Associates
Florida
$734K 12,091 -1,000 -8%
MFG
35
Merit Financial Group
Georgia
$729K 12,455 -262 -2%
PFG
36
Prosperity Financial Group
California
$723K 11,911 -115 -1%
BW
37
Bison Wealth
Georgia
$691K 11,373 +159 +1%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$656K 10,808 – –
SWM
39
SeaCrest Wealth Management
New York
$590K 9,714 -4,068 -30%
MCM
40
MAI Capital Management
Ohio
$527K 8,670 – –
NWA
41
Navis Wealth Advisors
New York
$519K 8,546 – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$479K 7,888 -204 -3%
WP
43
WealthPLAN Partners
Nebraska
$476K 7,839 -2 -0%
CA
44
Cetera Advisors
Colorado
$434K 7,144 +7,144 New
Empower Advisory Group
45
Empower Advisory Group
Colorado
$427K 7,027 – –
CAN
46
Cetera Advisor Networks
California
$419K 6,905 -1,314 -16%
BCM
47
Bienville Capital Management
New York
$401K 6,600 – –
SI
48
Stephens Inc
Arkansas
$372K 6,132 +6,132 New
Comerica Bank
49
Comerica Bank
Texas
$372K 6,129 – –
CFS
50
Commonwealth Financial Services
West Virginia
$326K 5,952 – –
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