CSM icon

ProShares Large Cap Core Plus
CSM

Overview Fund Activity

86 hedge funds and large institutions have $225M invested in ProShares Large Cap Core Plus in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
86
Holders Change
-7
Holders Change %
-7.53%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
25
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$14.6M
2
Jane Street
2
Jane Street
New York
$1.38M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.62M
4
TFS
4
Thoroughbred Financial Services
Tennessee
$928K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.17M

Top Sellers

1
NFG
1
Nations Financial Group
Iowa
$0
2
Wells Fargo
2
Wells Fargo
California
$9.83M
3
EA
3
Eudaimonia Advisors
Tennessee
$0
4
EP
4
Eudaimonia Partners
Tennessee
$0
5
UBS Group
5
UBS Group
Switzerland
$6.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$253K 5,673 +3 +0.1%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$252K 5,642 – –
BFEC
53
Benjamin F. Edwards & Company
Missouri
$249K 5,577 +589 +12%
JWCA
54
J.W. Cole Advisors
Florida
$246K 5,511 +5 +0.1%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$241K 5,399 +8 +0.1%
RFN
56
RDA Financial Network
Iowa
$238K 5,338 -566 -10%
EH
57
Equitable Holdings
New York
$228K 5,117 +5,117 New
MCM
58
Mainstay Capital Management
Michigan
$227K 5,080 -3,167 -38%
PTC
59
Private Trust Company
Ohio
$218K 4,883 +4,883 New
EWM
60
Evermay Wealth Management
Virginia
$211K 4,732 – –
AWS
61
Atria Wealth Solutions
New York
$210K 4,715 +4,715 New
HighTower Advisors
62
HighTower Advisors
Illinois
$204K 4,580 +580 +15%
GRP
63
Global Retirement Partners
California
$155K 3,470 – –
SPIA
64
Steward Partners Investment Advisory
New York
$138K 3,100 – –
ADL
65
Asset Dedication LLC
California
$87K 1,946 – –
HWMA
66
Heritage Wealth Management (Arizona)
Arizona
$79.5K 1,782 – –
EWM
67
Endurance Wealth Management
Rhode Island
$65K 1,462 – –
EW
68
Evoke Wealth
California
$57K 1,268 – –
HWA
69
HHM Wealth Advisors
Tennessee
$52K 1,170 – –
JFA
70
JNBA Financial Advisors
Minnesota
$46K 1,026 +3 +0.3%
TCWM
71
Total Clarity Wealth Management
Illinois
$46K 1,030 +1,030 New
TFA
72
Toth Financial Advisory
Virginia
$37K 832 – –
IA
73
IFP Advisors
Florida
$35K 697 – –
US Bancorp
74
US Bancorp
Minnesota
$19K 420 – –
SCA
75
Stonebridge Capital Advisors
Minnesota
$18K 400 – –
1 2
3
4