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ProShares Large Cap Core Plus
CSM

99 hedge funds and large institutions have $246M invested in ProShares Large Cap Core Plus in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 97 → 99 (+2)

1% more capital invested

Capital invested by funds: $244M → $246M (+$2.26M)

0.1% more ownership

Funds ownership: 55.13% → 55.23% (+0.1%)

53% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 40

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
19
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$1.62M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.26M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$445K
4
OC
Oppenheimer & Co
New York
+$351K
5
First Trust Advisors
First Trust Advisors
Illinois
+$338K

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$24.7M
2
LPL Financial
LPL Financial
California
-$3.79M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.46M
4
LPT
Legacy Private Trust
Wisconsin
-$1.24M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$717K
Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
26
Leavell Investment Management
Alabama
$1.42M – – –
MFG
27
Merit Financial Group
Georgia
$1.22M -$15.3K -235 -1%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.22M – – –
CMS
29
Capital Market Strategies
Florida
$1.22M -$215K -3,291 -16%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.18M -$581K -8,910 -35%
SAM
31
Silvercrest Asset Management
New York
$1.15M – – –
WS
32
Wedbush Securities
California
$1.13M -$128K -1,963 -11%
TFS
33
Thoroughbred Financial Services
Tennessee
$990K +$65 +1 +0%
ACA
34
Atlas Capital Advisors
Wyoming
$978K – – –
MF
35
Manchester Financial
California
$965K +$297K +4,560 +50%
ECM
36
Evergreen Capital Management
Washington
$958K – – –
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$920K -$98.6K -1,511 -10%
PG
38
Patten Group
Tennessee
$906K -$6.72K -103 -0.8%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$889K -$511K -7,836 -38%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$884K -$297K -4,558 -27%
NWA
41
Navis Wealth Advisors
New York
$869K -$2.87K -44 -0.4%
PFG
42
Prosperity Financial Group
California
$765K -$44.3K -679 -6%
SWM
43
SeaCrest Wealth Management
New York
$756K -$18.4K -282 -3%
QFW
44
QTR Family Wealth
Florida
$725K -$978 -15 -0.1%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$677K -$66.5K -1,019 -10%
PFS
46
Prospera Financial Services
Texas
$650K +$32.5K +498 +6%
OC
47
Oppenheimer & Co
New York
$645K +$351K +5,384 +143%
SPIA
48
Steward Partners Investment Advisory
New York
$617K -$18.6K -285 -3%
MCM
49
MAI Capital Management
Ohio
$611K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$540K -$522 -8 -0.1%
1
2
3 4 5

CSM Hedge Fund Activity: Q2 2025 in Review

99 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q2 2025, worth a combined $246M — up 0.92% from $244M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CSM positions and 6 closed out — a net gain of 2 holders — while 19 added to existing stakes and 40 trimmed.

The largest buyer was Stifel Financial, adding an estimated $1.62M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $24.7M.

  • 99 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q2 2025, up from 97 in Q1 2025.
  • Funds reported $246M of ProShares Large Cap Core Plus stock for Q2 2025, up 0.92% quarter-over-quarter.
  • 8 funds opened new ProShares Large Cap Core Plus positions in Q2 2025 and 6 closed out, a net change of +2 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q2 2025 was Stifel Financial, an estimated $1.62M added.
  • The largest ProShares Large Cap Core Plus seller in Q2 2025 was Kayne Anderson Rudnick Investment Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q2 2025.