CSM icon

ProShares Large Cap Core Plus
CSM

Overview Fund Activity

76 hedge funds and large institutions have $243M invested in ProShares Large Cap Core Plus in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
76
Holders Change
-10
Holders Change %
-11.63%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
21
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$16.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.3M
3
LPL Financial
3
LPL Financial
California
$21.8M
4
AF
4
Apexium Financial
Texas
$7.06M
5
UBS Group
5
UBS Group
Switzerland
$6.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.6M
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.53M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.1M
5
Bank of America
5
Bank of America
North Carolina
$4.23M
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$233K 5,516 +5 +0.1%
RFN
52
RDA Financial Network
Iowa
$224K 5,298 -40 -0.7%
MML Investors Services
53
MML Investors Services
Massachusetts
$222K 5,253 -566 -10%
MCM
54
Mainstay Capital Management
Michigan
$215K 5,080 – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$200K 4,745 -654 -12%
PTC
56
Private Trust Company
Ohio
$200K 4,729 -154 -3%
EWM
57
Evermay Wealth Management
Virginia
$200K 4,732 – –
GRP
58
Global Retirement Partners
California
$160K 3,470 – –
SPIA
59
Steward Partners Investment Advisory
New York
$131K 3,100 – –
ADL
60
Asset Dedication LLC
California
$82K 1,946 – –
EWM
61
Endurance Wealth Management
Rhode Island
$62K 1,462 – –
EW
62
Evoke Wealth
California
$54K 1,268 – –
HWA
63
HHM Wealth Advisors
Tennessee
$49K 1,170 – –
JFA
64
JNBA Financial Advisors
Minnesota
$44K 1,030 +4 +0.4%
TFA
65
Toth Financial Advisory
Virginia
$35K 832 – –
IA
66
IFP Advisors
Florida
$35K 698 +1 +0.1%
SCA
67
Stonebridge Capital Advisors
Minnesota
$17K 400 – –
AF
68
Allworth Financial
California
$17K 400 – –
SBL
69
Sargent Bickham Lagudis
Colorado
$15K 346 – –
WBC
70
West Branch Capital
Massachusetts
$14K 320 – –
GEA
71
Glen Eagle Advisors
New Jersey
$11.6K 274 +274 New
US Bancorp
72
US Bancorp
Minnesota
$9K 224 -196 -47%
LFG
73
Larson Financial Group
Missouri
$8K 200 – –
TFA
74
Transamerica Financial Advisors
Florida
$1K 1 – –
NFSG
75
Newbridge Financial Services Group
Florida
$1K 34 – –
1 2
3
4