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ProShares Large Cap Core Plus
CSM

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.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $248M → $247M (-$1.01M)

1% less funds holding

Funds holding: 88 → 87 (-1)

3.46% less ownership

Funds ownership: 58.86% → 55.4% (-3.5%)

67% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 36

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.26%
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
Susquehanna International Group
Pennsylvania
+$1.24M
2
Morgan Stanley
Morgan Stanley
New York
+$516K
3
RJA
Raymond James & Associates
Florida
+$437K
4
Bank of America
Bank of America
North Carolina
+$424K
5
HWA
HCR Wealth Advisors
California
+$299K

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
-$8.06M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.03M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$1.03M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$691K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$494K
Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
26
Leavell Investment Management
Alabama
$1.27M -$23.9K -400 -2%
RA
27
Regis Acquisition
Colorado
$1.21M – – –
RJA
28
Raymond James & Associates
Florida
$1.2M +$437K +7,305 +60%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.18M -$272K -4,546 -19%
WS
30
Wedbush Securities
California
$1.09M -$56.2K -940 -5%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.07M – – –
TFS
32
Thoroughbred Financial Services
Tennessee
$935K – – –
ACA
33
Atlas Capital Advisors
Wyoming
$861K +$24K +401 +3%
ECM
34
Evergreen Capital Management
Washington
$843K – – –
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$781K -$87.3K -1,460 -10%
SWM
36
SeaCrest Wealth Management
New York
$751K +$144K +2,400 +25%
PFG
37
Prosperity Financial Group
California
$713K -$24.9K -417 -4%
BW
38
Bison Wealth
Georgia
$691K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$659K -$10.8K -181 -2%
MFG
40
Merit Financial Group
Georgia
$625K -$142K -2,375 -19%
MCM
41
MAI Capital Management
Ohio
$538K – – –
NWA
42
Navis Wealth Advisors
New York
$521K -$8.97K -150 -2%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$503K +$13K +217 +3%
WP
44
WealthPLAN Partners
Nebraska
$449K -$35.9K -600 -8%
Empower Advisory Group
45
Empower Advisory Group
Colorado
$436K – – –
BCM
46
Bienville Capital Management
New York
$411K – – –
CFS
47
Commonwealth Financial Services
West Virginia
$367K -$6.16K -103 -2%
PG
48
Patten Group
Tennessee
$328K – – –
JWCA
49
J.W. Cole Advisors
Florida
$325K +$60 +1 +0%
Comerica Bank
50
Comerica Bank
Texas
$317K -$61.2K -1,023 -17%
1
2
3 4

CSM Hedge Fund Activity: Q2 2024 in Review

87 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q2 2024, worth a combined $247M — down 0.41% from $248M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CSM positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 36 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.24M. The largest seller was B. Riley Wealth Advisors, cutting an estimated $8.06M.

  • 87 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q2 2024, down from 88 in Q1 2024.
  • Funds reported $247M of ProShares Large Cap Core Plus stock for Q2 2024, down 0.41% quarter-over-quarter.
  • 5 funds opened new ProShares Large Cap Core Plus positions in Q2 2024 and 4 closed out, a net change of +1 holder.
  • The largest ProShares Large Cap Core Plus buyer in Q2 2024 was Susquehanna International Group, an estimated $1.24M added.
  • The largest ProShares Large Cap Core Plus seller in Q2 2024 was B. Riley Wealth Advisors, an estimated $8.06M sold.

Based on aggregated 13F filings for Q2 2024.