CSM icon

ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $247M invested in ProShares Large Cap Core Plus in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 36 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
12
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.29M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.6M
3
RJA
3
Raymond James & Associates
Florida
$1.2M
4
Bank of America
4
Bank of America
North Carolina
$8.1M
5
HWA
5
HCR Wealth Advisors
California
$310K

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$16.4M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.93M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$48.4M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.77M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$1.27M 20,446 -400 -2%
RA
27
Regis Acquisition
Colorado
$1.21M 19,560 – –
RJA
28
Raymond James & Associates
Florida
$1.2M 19,396 +7,305 +60%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.18M 19,035 -4,546 -19%
WS
30
Wedbush Securities
California
$1.09M 17,514 -940 -5%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.07M 17,292 – –
TFS
32
Thoroughbred Financial Services
Tennessee
$935K 15,074 – –
ACA
33
Atlas Capital Advisors
Wyoming
$861K 13,881 +401 +3%
ECM
34
Evergreen Capital Management
Washington
$843K 13,552 – –
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$781K 12,589 -1,460 -10%
SWM
36
SeaCrest Wealth Management
New York
$751K 12,114 +2,400 +25%
PFG
37
Prosperity Financial Group
California
$713K 11,494 -417 -4%
BW
38
Bison Wealth
Georgia
$691K 11,373 – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$659K 10,627 -181 -2%
MFG
40
Merit Financial Group
Georgia
$625K 10,080 -2,375 -19%
MCM
41
MAI Capital Management
Ohio
$538K 8,670 – –
NWA
42
Navis Wealth Advisors
New York
$521K 8,396 -150 -2%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$503K 8,105 +217 +3%
WP
44
WealthPLAN Partners
Nebraska
$449K 7,239 -600 -8%
Empower Advisory Group
45
Empower Advisory Group
Colorado
$436K 7,027 – –
BCM
46
Bienville Capital Management
New York
$411K 6,600 – –
CFS
47
Commonwealth Financial Services
West Virginia
$367K 5,849 -103 -2%
PG
48
Patten Group
Tennessee
$328K 5,292 – –
JWCA
49
J.W. Cole Advisors
Florida
$325K 5,245 +1 +0%
Comerica Bank
50
Comerica Bank
Texas
$317K 5,106 -1,023 -17%
1
2
3 4