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ProShares Large Cap Core Plus
CSM

93 hedge funds and large institutions have $297M invested in ProShares Large Cap Core Plus in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

7% more funds holding

Funds holding: 87 → 93 (+6)

3% more capital invested

Capital invested by funds: $288M → $297M (+$8.53M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

55.21% less ownership

Funds ownership: 112.09% → 56.88% (-55%)

Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
25
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
Nations Financial Group
Iowa
+$5.71M
2
AWM
AE Wealth Management
Kansas
+$2.28M
3
UBS Group
UBS Group
Switzerland
+$1.95M
4
Wells Fargo
Wells Fargo
California
+$1.41M
5
Morgan Stanley
Morgan Stanley
New York
+$1.34M

Top Sellers

1
MA
Mutual Advisors
Nebraska
-$1.92M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$778K
3
Osaic Holdings
Osaic Holdings
Arizona
-$713K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$602K
5
BRWM
B. Riley Wealth Management
Tennessee
-$561K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
51
MAI Capital Management
Ohio
$400K – – –
TFS
52
Thoroughbred Financial Services
Tennessee
$387K – – –
BCM
53
Bienville Capital Management
New York
$355K – – –
MCC
54
Money Concepts Capital
Florida
$335K +$330K +6,227 New
CAM
55
Cresset Asset Management
Illinois
$327K -$6.35K -120 -2%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$327K – – –
BAM
57
Belpointe Asset Management
Nevada
$319K -$20.4K -386 -6%
RFN
58
RDA Financial Network
Iowa
$318K -$29K -548 -8%
MML Investors Services
59
MML Investors Services
Massachusetts
$305K -$4.13K -78 -1%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$305K +$212 +4 +0.1%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$304K – – –
JWCA
62
J.W. Cole Advisors
Florida
$296K +$212 +4 +0.1%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$290K +$58.4K +1,103 +26%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$268K – – –
GGS
65
Galvin Gaustad & Stein
Arizona
$266K +$262K +4,950 New
EWM
66
Evermay Wealth Management
Virginia
$255K – – –
FFN
67
Focus Financial Network
Minnesota
$241K +$237K +4,478 New
SWM
68
Soundmark Wealth Management
Washington
$237K – – –
WE
69
Wealth Effects
Massachusetts
$226K +$53 +1 +0%
PSF
70
Pacific Sun Financial
California
$221K +$217K +4,100 New
HighTower Advisors
71
HighTower Advisors
Illinois
$215K -$312K -5,886 -60%
SPIA
72
Steward Partners Investment Advisory
New York
$167K – – –
GRP
73
Global Retirement Partners
California
$165K +$184K +3,470 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$117K – – –
ADL
75
Asset Dedication LLC
California
$105K -$33.4K -632 -25%
1 2
3
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CSM Hedge Fund Activity: Q1 2022 in Review

93 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q1 2022, worth a combined $297M — up 3% from $288M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CSM positions and 7 closed out — a net gain of 6 holders — while 25 added to existing stakes and 32 trimmed.

The largest buyer was Nations Financial Group, adding an estimated $5.71M. The largest seller was Mutual Advisors, cutting an estimated $1.92M.

  • 93 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q1 2022, up from 87 in Q4 2021.
  • Funds reported $297M of ProShares Large Cap Core Plus stock for Q1 2022, up 3% quarter-over-quarter.
  • 13 funds opened new ProShares Large Cap Core Plus positions in Q1 2022 and 7 closed out, a net change of +6 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q1 2022 was Nations Financial Group, an estimated $5.71M added.
  • The largest ProShares Large Cap Core Plus seller in Q1 2022 was Mutual Advisors, an estimated $1.92M sold.

Based on aggregated 13F filings for Q1 2022.