CSM icon

ProShares Large Cap Core Plus
CSM

Overview Fund Activity

80 hedge funds and large institutions have $267M invested in ProShares Large Cap Core Plus in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
19
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$16.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$3.77M
3
NWA
3
Navis Wealth Advisors
New York
$400K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$654K
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$256K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.6M
2
BRWA
2
B. Riley Wealth Advisors
Florida
$15.9M
3
UBS Group
3
UBS Group
Switzerland
$4.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$56.8M
5
AF
5
Apexium Financial
Texas
$7.04M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$277K 5,818 +235 +4%
MCM
52
Mainstay Capital Management
Michigan
$276K 5,800 +720 +14%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$272K 5,703 +58 +1%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$269K 5,642 – –
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$267K 5,615 +3 +0.1%
JWCA
56
J.W. Cole Advisors
Florida
$263K 5,527 +5 +0.1%
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$256K 5,380 +5,380 New
PTC
58
Private Trust Company
Ohio
$237K 4,971 -813 -14%
RFN
59
RDA Financial Network
Iowa
$234K 4,913 -101 -2%
EWM
60
Evermay Wealth Management
Virginia
$226K 4,732 – –
AWS
61
Atria Wealth Solutions
New York
$225K 4,715 – –
CAM
62
Cresset Asset Management
Illinois
$220K 4,606 – –
SWM
63
Soundmark Wealth Management
Washington
$210K 4,396 +4,396 New
EH
64
Equitable Holdings
New York
$202K 4,238 -400 -9%
GRP
65
Global Retirement Partners
California
$192K 4,096 +626 +18%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$181K 3,807 -1,047 -22%
SPIA
67
Steward Partners Investment Advisory
New York
$141K 2,950 – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$104K 2,144 – –
EWM
69
Endurance Wealth Management
Rhode Island
$70K 1,462 – –
HWA
70
HHM Wealth Advisors
Tennessee
$55.8K 1,170 – –
ADL
71
Asset Dedication LLC
California
$52K 1,082 -864 -44%
JFA
72
JNBA Financial Advisors
Minnesota
$49.5K 1,038 +4 +0.4%
TFA
73
Toth Financial Advisory
Virginia
$39.7K 832 – –
SVCP
74
Silicon Valley Capital Partners
California
$29.5K 619 +2 +0.3%
ASN
75
Advisory Services Network
Georgia
$25.3K 531 -2,672 -83%
1 2
3
4