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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

87 hedge funds and large institutions have $260M invested in ProShares Large Cap Core Plus in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 2 closing their positions.

Holders
87
Holders Change
+11
Holders Change %
+14.47%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
23
Reduced
28
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.47M
2
LPL Financial
2
LPL Financial
California
$24.1M
3
AF
3
Apexium Financial
Texas
$8.21M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.82M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$265K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.99M
4
UBS Group
4
UBS Group
Switzerland
$6.24M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
51
Private Trust Company
Ohio
$260K 5,784 +1,055 +22%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$254K 5,645 -98 -2%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$253K 5,642 +5,642 New
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$252K 5,612 -64 -1%
OC
55
Oppenheimer & Co
New York
$251K 5,583 +5,583 New
JWCA
56
J.W. Cole Advisors
Florida
$248K 5,522 +6 +0.1%
MML Investors Services
57
MML Investors Services
Massachusetts
$238K 5,300 +47 +0.9%
MCM
58
Mainstay Capital Management
Michigan
$228K 5,080 – –
RFN
59
RDA Financial Network
Iowa
$225K 5,014 -284 -5%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$218K 4,854 +109 +2%
EWM
61
Evermay Wealth Management
Virginia
$213K 4,732 – –
AWS
62
Atria Wealth Solutions
New York
$212K 4,715 +4,715 New
EH
63
Equitable Holdings
New York
$208K 4,638 +4,638 New
CAM
64
Cresset Asset Management
Illinois
$207K 4,606 +4,606 New
HighTower Advisors
65
HighTower Advisors
Illinois
$206K 4,580 +4,580 New
MCC
66
Money Concepts Capital
Florida
$193K 4,289 +4,289 New
GRP
67
Global Retirement Partners
California
$156K 3,470 – –
ASN
68
Advisory Services Network
Georgia
$144K 3,203 +3,203 New
SPIA
69
Steward Partners Investment Advisory
New York
$132K 2,950 -150 -5%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$124K 2,750 +2,750 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$103K 2,144 – –
ADL
72
Asset Dedication LLC
California
$87K 1,946 – –
EWM
73
Endurance Wealth Management
Rhode Island
$66K 1,462 – –
HWA
74
HHM Wealth Advisors
Tennessee
$52.5K 1,170 – –
JFA
75
JNBA Financial Advisors
Minnesota
$46.5K 1,034 +4 +0.4%
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