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ProShares Large Cap Core Plus
CSM

97 hedge funds and large institutions have $244M invested in ProShares Large Cap Core Plus in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

3% more funds holding

Funds holding: 94 → 97 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.34% less ownership

Funds ownership: 58.48% → 55.13% (-3.3%)

9% less capital invested

Capital invested by funds: $269M → $244M (-$25M)

45% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 33

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
18
Reduced
33
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.34M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.14M
3
SAM
Silvercrest Asset Management
New York
+$1.09M
4
GS
GWN Securities
Florida
+$705K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$620K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.1M
2
LPT
Legacy Private Trust
Wisconsin
-$1.29M
3
Bank of America
Bank of America
North Carolina
-$755K
4
Wells Fargo
Wells Fargo
California
-$624K
5
GCP
Gill Capital Partners
Colorado
-$419K
Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
26
Capital Market Strategies
Florida
$1.31M -$10.1K -152 -0.7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.3M +$79.7K +1,195 +6%
LIM
28
Leavell Investment Management
Alabama
$1.28M -$26.7K -400 -2%
WS
29
Wedbush Securities
California
$1.15M +$4.8K +72 +0.4%
MFG
30
Merit Financial Group
Georgia
$1.12M -$7.8K -117 -0.7%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.1M – – –
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.09M +$1.14M +17,105 New
SAM
33
Silvercrest Asset Management
New York
$1.04M +$1.09M +16,375 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$928K +$534 +8 +0.1%
TFS
35
Thoroughbred Financial Services
Tennessee
$895K +$4.93K +74 +0.5%
ACA
36
Atlas Capital Advisors
Wyoming
$884K – – –
ECM
37
Evergreen Capital Management
Washington
$866K – – –
PG
38
Patten Group
Tennessee
$826K +$295K +4,422 +52%
NWA
39
Navis Wealth Advisors
New York
$789K +$74.7K +1,120 +10%
PFG
40
Prosperity Financial Group
California
$735K -$1K -15 -0.1%
GS
41
GWN Securities
Florida
$713K +$705K +10,569 New
SWM
42
SeaCrest Wealth Management
New York
$701K -$44.4K -666 -6%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$677K – – –
QFW
44
QTR Family Wealth
Florida
$657K +$687K +10,308 New
MF
45
Manchester Financial
California
$582K +$358K +5,363 +142%
SPIA
46
Steward Partners Investment Advisory
New York
$576K +$113K +1,694 +23%
Financial Engines Advisors
47
Financial Engines Advisors
California
$560K -$13.4K -201 -2%
PFS
48
Prospera Financial Services
Texas
$556K +$18.9K +284 +3%
MCM
49
MAI Capital Management
Ohio
$552K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$489K – – –
1
2
3 4

CSM Hedge Fund Activity: Q1 2025 in Review

97 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2025, worth a combined $244M — down 9.3% from $269M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CSM positions and 3 closed out — a net gain of 5 holders — while 18 added to existing stakes and 33 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.34M. The largest seller was Morgan Stanley, cutting an estimated $3.1M.

  • 97 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2025, up from 94 in Q4 2024.
  • Funds reported $244M of ProShares Large Cap Core Plus stock for Q1 2025, down 9.3% quarter-over-quarter.
  • 8 funds opened new ProShares Large Cap Core Plus positions in Q1 2025 and 3 closed out, a net change of +5 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q1 2025 was LPL Financial, an estimated $3.34M added.
  • The largest ProShares Large Cap Core Plus seller in Q1 2025 was Morgan Stanley, an estimated $3.1M sold.

Based on aggregated 13F filings for Q1 2025.