ProShares Large Cap Core Plus
CSM
92 hedge funds and large institutions have $544M invested in ProShares Large Cap Core Plus in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
11% more capital invested
Capital invested by funds: $489M → $544M (+$55.1M)
5% more funds holding
Funds holding: 88 → 92 (+4)
0.49% more ownership
Funds ownership: 137.06% → 137.56% (+0.49%)
23% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 35
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$8.17M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.93M |
| 3 |
Morgan Stanley
New York
|
+$3.44M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.29M |
| 5 |
Jane Street
New York
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.22M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.21M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.32M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.18M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.76M |
CSM Hedge Fund Activity: Q1 2019 in Review
92 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2019, worth a combined $544M — up 11% from $489M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CSM positions and 8 closed out — a net gain of 5 holders — while 27 added to existing stakes and 35 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $8.17M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.22M sold.
- 92 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2019, up from 88 in Q4 2018.
- Funds reported $544M of ProShares Large Cap Core Plus stock for Q1 2019, up 11% quarter-over-quarter.
- 13 funds opened new ProShares Large Cap Core Plus positions in Q1 2019 and 8 closed out, a net change of +5 holders.
- The largest ProShares Large Cap Core Plus buyer in Q1 2019 was Merit Financial Group, an estimated $8.17M added.
- The largest ProShares Large Cap Core Plus seller in Q1 2019 was Susquehanna International Group, an estimated $5.22M sold.
Based on aggregated 13F filings for Q1 2019.