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ProShares Large Cap Core Plus
CSM

Overview Fund Activity

85 hedge funds and large institutions have $242M invested in ProShares Large Cap Core Plus in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 39 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
16
Reduced
39
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OBWG
1
Onyx Bridge Wealth Group
New York
$6.47M
2
AF
2
Apexium Financial
Texas
$9.13M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.09M
4
BW
4
Bison Wealth
Georgia
$552K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.67M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$8.87M
2
PS
2
Portfolio Strategies
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$47.4M
4
Wells Fargo
4
Wells Fargo
California
$14.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$298K 5,835 +193 +3%
MCM
52
Mainstay Capital Management
Michigan
$296K 5,800 – –
CAAS
53
Capital Asset Advisory Services
Michigan
$295K 5,687 -458 -7%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$287K 5,628 -75 -1%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$276K 5,413 -202 -4%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$270K 5,298 -82 -2%
OC
57
Oppenheimer & Co
New York
$269K 5,274 -544 -9%
JWCA
58
J.W. Cole Advisors
Florida
$267K 5,231 -296 -5%
Truist Financial
59
Truist Financial
North Carolina
$263K 5,149 -16,070 -76%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$255K 4,999 +1,192 +31%
MML Investors Services
61
MML Investors Services
Massachusetts
$254K 4,970 +4,970 New
AWS
62
Atria Wealth Solutions
New York
$241K 4,715 – –
CAM
63
Cresset Asset Management
Illinois
$235K 4,606 – –
EWM
64
Evermay Wealth Management
Virginia
$229K 4,482 -250 -5%
RFN
65
RDA Financial Network
Iowa
$227K 4,449 -464 -9%
SWM
66
Soundmark Wealth Management
Washington
$224K 4,396 – –
FFN
67
Focus Financial Network
Minnesota
$214K 4,200 +4,200 New
GRP
68
Global Retirement Partners
California
$209K 4,096 – –
EH
69
Equitable Holdings
New York
$205K 4,023 -215 -5%
HighTower Advisors
70
HighTower Advisors
Illinois
$204K 4,000 +4,000 New
CSC
71
Caldwell Sutter Capital
California
$180K 3,530 +3,530 New
SPIA
72
Steward Partners Investment Advisory
New York
$151K 2,950 – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$109K 2,144 – –
EWM
74
Endurance Wealth Management
Rhode Island
$75K 1,462 – –
HWA
75
HHM Wealth Advisors
Tennessee
$59.7K 1,170 – –
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3
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