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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

94 hedge funds and large institutions have $269M invested in ProShares Large Cap Core Plus in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
21
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.47M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.92M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$16.6M
4
PFS
4
Prospera Financial Services
Texas
$558K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$19.7M
2
WA
2
Win Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$57.2M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.66M
5
Bank of America
5
Bank of America
North Carolina
$6.44M
Name Market Value Shares Shares
Change 		Shares
Change %
CMS
26
Capital Market Strategies
Florida
$1.37M 20,718 -183 -0.9%
LIM
27
Leavell Investment Management
Alabama
$1.35M 20,446 – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.27M 19,258 +94 +0.5%
WS
29
Wedbush Securities
California
$1.19M 17,941 +784 +5%
MFG
30
Merit Financial Group
Georgia
$1.17M 17,666 -3 -0%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.14M 17,292 – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.08M 16,296 +1,667 +11%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$963K 14,554 +982 +7%
TFS
34
Thoroughbred Financial Services
Tennessee
$924K 13,975 -1,100 -7%
ACA
35
Atlas Capital Advisors
Wyoming
$918K 13,880 – –
ECM
36
Evergreen Capital Management
Washington
$896K 13,552 – –
SWM
37
SeaCrest Wealth Management
New York
$772K 11,670 -55 -0.5%
PFG
38
Prosperity Financial Group
California
$764K 11,550 -96 -0.8%
NWA
39
Navis Wealth Advisors
New York
$745K 11,260 +640 +6%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$703K 10,627 – –
BW
41
Bison Wealth
Georgia
$692K 10,466 -300 -3%
Financial Engines Advisors
42
Financial Engines Advisors
California
$595K 8,993 +4,597 +105%
MCM
43
MAI Capital Management
Ohio
$573K 8,670 – –
PG
44
Patten Group
Tennessee
$565K 8,541 +307 +4%
PFS
45
Prospera Financial Services
Texas
$558K 8,436 +8,436 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$507K 7,672 – –
SPIA
47
Steward Partners Investment Advisory
New York
$486K 7,348 +1,942 +36%
Empower Advisory Group
48
Empower Advisory Group
Colorado
$465K 7,027 – –
BCM
49
Bienville Capital Management
New York
$437K 6,600 – –
MML Investors Services
50
MML Investors Services
Massachusetts
$408K 6,172 +6,172 New
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