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ProShares Large Cap Core Plus
CSM

105 hedge funds and large institutions have $273M invested in ProShares Large Cap Core Plus in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $258M → $273M (+$14.4M)

3% more funds holding

Funds holding: 102 → 105 (+3)

1.96% more ownership

Funds ownership: 53.86% → 55.82% (+2%)

36% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 36

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
23
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$6.79M
2
HAG
HighPoint Advisor Group
Illinois
+$3.83M
3
CW
CreativeOne Wealth
Kansas
+$1.17M
4
EWM
Elmwood Wealth Management
California
+$1.08M
5
PG
Patten Group
Tennessee
+$828K

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$1.24M
2
Morgan Stanley
Morgan Stanley
New York
-$1.08M
3
LPL Financial
LPL Financial
California
-$731K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$720K
5
GCP
Gill Capital Partners
Colorado
-$279K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
26
HCR Wealth Advisors
California
$2.05M – – –
PG
27
Patten Group
Tennessee
$1.92M +$828K +10,599 +79%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.68M +$32.2K +413 +2%
LIM
29
Leavell Investment Management
Alabama
$1.57M – – –
MFG
30
Merit Financial Group
Georgia
$1.38M +$781 +10 +0.1%
CW
31
CreativeOne Wealth
Kansas
$1.2M +$1.17M +15,008 New
TFS
32
Thoroughbred Financial Services
Tennessee
$1.12M – – –
EWM
33
Elmwood Wealth Management
California
$1.11M +$1.08M +13,881 New
ECM
34
Evergreen Capital Management
Washington
$1.08M – – –
Two Sigma Investments
35
Two Sigma Investments
New York
$1.05M +$750K +9,600 +267%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.01M +$2.34K +30 +0.2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1M -$720K -9,220 -42%
WS
38
Wedbush Securities
California
$1M +$156 +2 +0%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$950K -$41.7K -534 -4%
SWM
40
SeaCrest Wealth Management
New York
$855K -$7.81K -100 -0.9%
NWA
41
Navis Wealth Advisors
New York
$805K -$38.8K -497 -5%
PFG
42
Prosperity Financial Group
California
$786K -$15.2K -195 -2%
PFS
43
Prospera Financial Services
Texas
$731K +$6.71K +86 +0.9%
QFW
44
QTR Family Wealth
Florida
$722K -$77.2K -989 -10%
MCM
45
MAI Capital Management
Ohio
$691K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$669K -$7.65K -98 -1%
IF
47
Intrua Financial
Texas
$639K +$626K +8,015 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$612K +$547 +7 +0.1%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$598K -$39.2K -502 -6%
OC
50
Oppenheimer & Co
New York
$591K -$31.7K -406 -5%
1
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3 4 5

CSM Hedge Fund Activity: Q4 2025 in Review

105 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q4 2025, worth a combined $273M — up 5.6% from $258M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CSM positions and 6 closed out — a net gain of 5 holders — while 23 added to existing stakes and 36 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $6.79M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $1.24M.

  • 105 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q4 2025, up from 102 in Q3 2025.
  • Funds reported $273M of ProShares Large Cap Core Plus stock for Q4 2025, up 5.6% quarter-over-quarter.
  • 11 funds opened new ProShares Large Cap Core Plus positions in Q4 2025 and 6 closed out, a net change of +5 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q4 2025 was United Capital Financial Advisors, an estimated $6.79M added.
  • The largest ProShares Large Cap Core Plus seller in Q4 2025 was Kayne Anderson Rudnick Investment Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2025.