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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

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, 77 increasing their positions, 3 reducing their positions, and 7 closing their positions.

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
77
Reduced
3
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
1
Nations Financial Group
Iowa
$7.68M
2
AWM
2
AE Wealth Management
Kansas
$2.32M
3
UBS Group
3
UBS Group
Switzerland
$8.21M
4
Wells Fargo
4
Wells Fargo
California
$14.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$72M

Top Sellers

1
MA
1
Mutual Advisors
Nebraska
$6.81M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$9.49M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.64M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$6.16M
5
BRWM
5
B. Riley Wealth Management
Tennessee
$15.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
51
MAI Capital Management
Ohio
$400K 7,430 +3,715 +100%
TFS
52
Thoroughbred Financial Services
Tennessee
$387K 7,192 +3,596 +100%
BCM
53
Bienville Capital Management
New York
$355K 6,600 +3,300 +100%
MCC
54
Money Concepts Capital
Florida
$335K 6,227 +6,227 New
CAM
55
Cresset Asset Management
Illinois
$327K 6,080 +2,980 +96%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$327K 6,070 +3,035 +100%
BAM
57
Belpointe Asset Management
Nevada
$319K 5,924 +2,769 +88%
RFN
58
RDA Financial Network
Iowa
$318K 5,904 +2,678 +83%
MML Investors Services
59
MML Investors Services
Massachusetts
$305K 5,672 +2,797 +97%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$305K 5,670 +2,837 +100%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$304K 5,642 +2,821 +100%
JWCA
62
J.W. Cole Advisors
Florida
$296K 5,506 +2,755 +100%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$290K 5,391 +3,247 +151%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$268K 4,988 +2,494 +100%
GGS
65
Galvin Gaustad & Stein
Arizona
$266K 4,950 +4,950 New
EWM
66
Evermay Wealth Management
Virginia
$255K 4,732 +2,366 +100%
FFN
67
Focus Financial Network
Minnesota
$241K 4,478 +4,478 New
SWM
68
Soundmark Wealth Management
Washington
$237K 4,396 +2,198 +100%
WE
69
Wealth Effects
Massachusetts
$226K 4,203 +2,102 +100%
PSF
70
Pacific Sun Financial
California
$221K 4,100 +4,100 New
HighTower Advisors
71
HighTower Advisors
Illinois
$215K 4,000 -943 -19%
SPIA
72
Steward Partners Investment Advisory
New York
$167K 3,100 +1,550 +100%
GRP
73
Global Retirement Partners
California
$165K 3,470 +3,470 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$117K 2,144 +1,072 +100%
ADL
75
Asset Dedication LLC
California
$105K 1,946 +657 +51%
1 2
3
4 5