CSM icon

ProShares Large Cap Core Plus
CSM

Overview Fund Activity

88 hedge funds and large institutions have $275M invested in ProShares Large Cap Core Plus in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 3 closing their positions.

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% 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
20
Reduced
31
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$25.3M
2
WA
2
Win Advisors
Florida
$4.12M
3
DWAM
3
Duncan Williams Asset Management
Tennessee
$1.96M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
HWA
5
HCR Wealth Advisors
California
$1.68M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.84M
2
Bank of America
2
Bank of America
North Carolina
$6.91M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$15.8M
4
AF
4
Apexium Financial
Texas
$6.76M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.64M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.45M 22,158 +2,762 +14%
CMS
27
Capital Market Strategies
Florida
$1.37M 20,901 +30 +0.1%
LIM
28
Leavell Investment Management
Alabama
$1.34M 20,446 – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.25M 19,164 -2,664 -12%
MFG
30
Merit Financial Group
Georgia
$1.16M 17,669 +7,589 +75%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.13M 17,292 – –
WS
32
Wedbush Securities
California
$1.12M 17,157 -357 -2%
TFS
33
Thoroughbred Financial Services
Tennessee
$985K 15,075 +1 +0%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$957K 14,629 -4,406 -23%
ACA
35
Atlas Capital Advisors
Wyoming
$907K 13,880 -1 -0%
ECM
36
Evergreen Capital Management
Washington
$888K 13,552 – –
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$887K 13,572 +983 +8%
SWM
38
SeaCrest Wealth Management
New York
$766K 11,725 -389 -3%
PFG
39
Prosperity Financial Group
California
$761K 11,646 +152 +1%
BW
40
Bison Wealth
Georgia
$704K 10,766 -607 -5%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$695K 10,627 – –
NWA
42
Navis Wealth Advisors
New York
$694K 10,620 +2,224 +26%
MCM
43
MAI Capital Management
Ohio
$567K 8,670 – –
PG
44
Patten Group
Tennessee
$538K 8,234 +2,942 +56%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$502K 7,672 -433 -5%
WP
46
WealthPLAN Partners
Nebraska
$473K 7,240 +1 +0%
Empower Advisory Group
47
Empower Advisory Group
Colorado
$459K 7,027 – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$451K 6,904 -13,898 -67%
BCM
49
Bienville Capital Management
New York
$433K 6,600 – –
CFS
50
Commonwealth Financial Services
West Virginia
$377K 5,816 -33 -0.6%
1
2
3 4